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Feeling Stuck in Manual Mode?

You didn’t start your business to spend your days sending reminders, rescheduling no-shows, and copying/pasting email templates. But here you are.

Automation isn’t just for big tech teams or Silicon Valley nerds. It’s for real business owners like you — who are doing too much by hand and losing precious time (and leads) in the process.

Here are 3 things you can automate right now to reclaim your time and simplify your life.

1. Automate Your Client Onboarding

Client onboarding is one of the easiest — and most powerful — places to start with automation.

With the right setup, you can:

• Instantly send a warm welcome email
• Let clients schedule a kickoff call based on your real availability
• Collect important info via intake forms (no back-and-forth)
• Auto-tag leads in your CRM for follow-up or segmentation
• Even trigger contracts, payment links, or prep videos

How to do it in Soar Portal:

Inside the Soar Portal, we build workflows that automate this whole journey. Your new client signs up → they get a welcome email → they book their call → they fill out your form — and you didn’t have to lift a finger.

✅ Professional first impression
✅ Less email ping-pong
✅ Everyone knows what’s next

2. Automate Appointment Scheduling

Raise your hand if you’re tired of these messages:

• “Hey, what time works for you?”
• “Oops, I double-booked…”
• “Sorry, I missed our call — can we reschedule?”

Let’s fix that.

With a smart booking calendar (like what we include in every Soar Portal setup), you can:

• Share one link that handles time zones, reminders, and availability
• Automatically add appointments to your calendar
• Send SMS and email reminders so people actually show up

Bonus? You can even embed the calendar right on your website or landing page.

3. Automate Your Follow-Up Emails

If you’re not following up — consistently — you’re leaving money on the table.

But writing emails every day? Ain’t nobody got time for that.

Instead, set up automated nurture sequences inside your CRM (again, we use Soar Portal). These can:

• Re-engage cold leads
• Send valuable tips based on what someone downloaded
• Offer next steps like a call, service, or free training
• Keep your name in their inbox (and brain) until they’re ready to buy

The best part? These emails run on autopilot — even when you’re offline, at the beach, or sleeping in.

The Compound Effect of Automation

Here’s how your time adds up with even just 3 small automations:

What to Automate First: Key Stats That Prove It

Ready to Save 10+ Hours a Week?

The tools are here. The systems are built. All that’s left? Putting them to work in your business — so you can stop doing everything yourself.

Want to dive deeper into setting up automation systems? Let’s chat!

➡️ Book Your Free QuickWins Automation Audit