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OperationsFree
SMB Automation Starter Pack
The 10 automations every small business needs — up and running in a weekend.
12 prompts 10 automations 5 tutorials
About this pack
The definitive starting point for any small business owner ready to stop doing everything manually. This pack covers the highest-ROI automations across invoicing, lead capture, email marketing, and reporting — with step-by-step guides for each.
What's included (12 items)
Auto-send invoices when job is complete
Connect your job tool to QuickBooks
New lead → CRM + team notification
Zapier multi-step Zap setup
5-email welcome sequence
Mailchimp setup guide
Payment reminder sequence
Automated 7/14/30-day follow-ups
Review request after service
SMS + email templates
Weekly sales report email
Google Sheets + Apps Script
Social media post scheduler
Buffer/Later setup guide
New employee onboarding flow
Automated task assignments
Appointment reminder sequence
Calendly + Twilio SMS
Monthly expense categorization
QuickBooks + bank feeds
10 ChatGPT prompts for SMB owners
Ready to use, just fill in variables
Automation ROI calculator
Track time saved per automation
This pack is for
First-time automatorsSolo operatorsAny SMB