Finding balance between automation and personalization in professional services

Growth had stalled. The problem wasn’t sales — it was structure. Here’s how one SaaS team turned it around in 30 days. A SaaS company with a great product and team wasn’t seeing the results they expected. Sales activity was high — but conversion rates were sliding. Reps were buried in updates, summaries, and spreadsheets. They had tools — but no structure. So we fixed the workflow: ✅ Standardized HubSpot deal stages ✅ Used AI to summarize call notes and enhance messaging ✅ Automated follow-up reminders ✅ Synced tasks to Google Calendar Within 30 days, they saw a 20% lift in conversions — no new reps, no new tools. When the team gained visibility, they gained momentum. That’s what structure looks like in action. If your team feels busy but not effective, it’s probably not effort — it’s friction. https://8dayllc.com #SalesEnablement #Automation #BusinessGrowth #AI #Leadership

The most important thing I’ve learned working with automation tools: It’s not about replacing people, it’s about freeing them to focus on strategy. When I first started building automations in GoHighLevel, I thought the goal was efficiency. You know, fewer tasks, fewer hours, fewer mistakes. But here’s what I’ve realized over time Automation doesn’t replace your team. It empowers them. It takes the repetitive stuff, follow-ups, reminders, lead updates, off their plate… so they can focus on what actually drives growth: → Building client relationships → Improving offers → Testing campaigns → Innovating When you use GoHighLevel right, your automations work quietly in the background while your team does the thinking, the creating, and the connecting. That’s not replacement, that’s evolution. The future of business isn’t man or machine. It’s man + machine. PS. I’m passionate about working with AI-powered marketing teams that value initiative, learning, and growth. If you’re building something big and need someone who thinks ahead, stays organized, and keeps clients happy — let’s connect. #GoHighLevel #AutomationAgency #BusinessAutomation #MarketingAutomation #WorkflowAutomation #CRMTools

Imagine saving 20+ hours every month just by automating your client onboarding. At Santiny Tech Solutions, we built an AI-powered onboarding system for a B2B marketing agency struggling with manual proposals, contracts, and form management. Here’s what happened: • Proposals that took days to customize now generate in minutes with smart AI templates. • Contract signatures happen instantly through automation—no more back-and-forth email chains. • Client info automatically funnels into CRM and project management tools without manual entry. The result? The agency freed up 20+ hours per month, reallocated that energy into closing more deals and improving client relationships, and never looked back. If you’re tired of drowning in onboarding chaos, automation is your smartest growth lever. Think about what 20 extra hours a month could mean for your business growth and sanity. Because at the end of the day, working smarter with AI is not just a trend—it’s your competitive edge. #AIautomation #SmartGrowth #B2Btech #StartupTips #SantinyTechSolutions

Ever opened an automation tool and felt completely lost? Yeah… that’s exactly why most people’s first automation breaks. But it doesn’t have to. Once you understand the planning part, everything suddenly feels lighter. This carousel walks you through the steps I use so you don’t waste hours guessing. If you’ve been meaning to automate something in your business, start here. Save this carousel for when you’re ready to build your first automation, it’ll make the whole process so much easier. _________ Meeting me for the first time?👇 I’m Ada Wali, an Airtable expert and AI Automation expert. I help businesses, coaches and founders save 20+ hours every week by automating the tasks that quietly drain their time. Airtable, Zapier, Monday, Make, HubSpot, GoHighLevel — these are the tools I use to simplify the messy parts of your workflow. If you’re tired of doing the same tasks over and over, just send a message. We can fix that.

Launching Our n8n Automation Series! | Tutorial 1 Live Now We’re excited to kick off a brand new series on ⁨n8n⁩  – the AI-powered workflow automation platform that’s transforming how businesses operate. Watch Tutorial 1 here: https://lnkd.in/dxYRJS8b In this first video, we’re starting with a simple yet powerful real-world use case from sales: 👉 Automating follow-up emails after a sales call We all know this scenario: You speak with a prospect, they show interest, and ask you to “send the details over email.” It only takes 2–3 minutes to draft and send that email, but when this happens 20+ times a day—it easily consumes over an hour of your productive selling time. That’s exactly the kind of repetitive task we automate using n8n. 🎯 What You’ll Learn in Episode 1: -What is n8n and why it’s creating a buzz in the automation space - How to set up a workflow from scratch - How to trigger an email automatically when a lead status changes - How to personalize emails using dynamic fields (name, company, etc.) - How to update your sheet/CRM automatically after the email is sent All of this—without writing a single line of code. 🔧 Why this matters: Automating just this one workflow can give you back hours every week… time you can now use to do more outreach, close more deals, and scale your pipeline. This is just the beginning! We’ll be covering advanced automations, AI integrations, lead nurturing, CRM syncing, and complete sales sequences—all using n8n. #n8n #automation #salesautomation #nocode #AItools #productivity #workflowautomation #salesenablement

Small automation, big impact ❤️ Sometimes, it’s the smallest automations that make the biggest difference. Few weeks back, I built an n8n agent that quietly listens for every new user sign-up and creates a HubSpot contact and lead instantly. Before this, our marketing team had to chase lists, clean data, and manually import users just to start a campaign. - Now, the moment someone signs up, the record is ready in HubSpot — properly tagged, enriched, and visible to everyone. - No more spreadsheets. No delays. - Just a clean flow between Product → HubSpot → Marketing. It might sound simple, but it changed how our team works. Our marketing folks can finally focus on strategy and storytelling instead of data wrangling. And I love that feeling , When a small bit of automation quietly removes frustration and brings clarity. This is why I love building agents ❤️ they bridge the gap between people and systems. 💚 #automation #n8n #hubspot #workflowautomation #marketingautomation #aiagents #nocode #lowcode #growthmarketing #productops #martech #digitaltransformation #startuplife #processautomation #dataintegration #workflows #aipowered #saas #techinnovation #productivity #womenintech #qualityengineering #buildersmindset #QA

Launching Our n8n Automation Series! | Tutorial 1 Live Now We’re excited to kick off a brand new series on ⁨n8n⁩  – the AI-powered workflow automation platform that’s transforming how businesses operate. Watch Tutorial 1 here: https://lnkd.in/d6Eabkyi In this first video, we’re starting with a simple yet powerful real-world use case from sales: 👉 Automating follow-up emails after a sales call We all know this scenario: You speak with a prospect, they show interest, and ask you to “send the details over email.” It only takes 2–3 minutes to draft and send that email, but when this happens 20+ times a day—it easily consumes over an hour of your productive selling time. That’s exactly the kind of repetitive task we automate using n8n. 🎯 What You’ll Learn in Episode 1: -What is n8n and why it’s creating a buzz in the automation space - How to set up a workflow from scratch - How to trigger an email automatically when a lead status changes - How to personalize emails using dynamic fields (name, company, etc.) - How to update your sheet/CRM automatically after the email is sent All of this—without writing a single line of code. 🔧 Why this matters: Automating just this one workflow can give you back hours every week… time you can now use to do more outreach, close more deals, and scale your pipeline. This is just the beginning! We’ll be covering advanced automations, AI integrations, lead nurturing, CRM syncing, and complete sales sequences—all using n8n. Drop a comment if you want me to cover a specific use case next! Jan Oberhauser Luis Guzmán #n8n #automation #salesautomation #nocode #AItools #productivity #workflowautomation #salesenablement

Sorting through leads is a tedious tasks most businesses have to face when scaling and dealing with a large influx of clients. In order to properly sort out the clients that want your service and those that are sitting on the fence, here's a simple automation skeleton you can follow within Make.com. 1. Trigger Using a module integration from Calendly or a CRM, use it as a means of running the whole workflow when a new lead comes in. 2. Filter The next module(s) will then consist of sending your new lead means of gauging their: - Company size - Budget range - Industry and more 3. Scoring System Within the filters as well, categorize the different leads using a weighted scoring system such as 1-5 or 1-10 to tag them as: - Hot leads: sent straight to your sales team - Warm leads: added to your nurture flow for conversion - Cold leads: moved to a more long-term workflow 4. Notifications After the leads have been properly tagged and moved to the proper workflows, they will then set off the proper notifications for each one. Hot leads led to an instant Slack message to the sales team and dealt with as quickly as possible. Warm leads were sent follow-up emails and other means of nurturing them to hot leads. Cold leads moved to storage for retargeting at a later date. For the results, sales teams will stop wasting too much time on bad leads and focus on getting them to be paying clients. This type of automation will also save busy businesses over 10+ hours simply by reducing the manual strain on systems related to client sorting. There are a lot of specific details in regards to the modules in the workflow, but this skeleton will be sufficient in saving you time and reducing manual labor. #automation #marketing #business #founder #innovation #productivity #innovation #education

Essential automation workflows aren't just a luxury—they're a necessity for any growing business. Manual tasks slow you down and drain your focus. The right automation frees time, sharpens productivity, and helps you scale without burning out. Here are the key workflows every growth-minded business should prioritise: • Lead capture and nurturing workflows using CRM automation (think personalised emails triggered by user actions). • Social media scheduling pipelines that keep your brand consistently visible without daily manual posting. • Invoice and payment tracking workflows that connect accounting with your CRM for smooth follow-up. • Customer onboarding sequences that welcome, educate, and guide new clients automatically. • Analytics reporting automations that surface insights without wading through spreadsheets. For example, our clients using HubSpot combined with Make.com save hours weekly by automating lead routing, social publishing, and invoice logging—all whilst maintaining a personal touch. What this means for you: automation isn't about replacing human creativity—it's about removing repetitive friction so you can focus on strategic growth. Ready to make your workflows work smarter, not harder? Visit https://timswebworx.co.za to explore how we can help you build scalable, intelligent automation tailored to your business. AI doesn't replace creativity — it raises it. — Timothy Beukman, Tim's Web Worx #DigitalGrowth #AITools #CloudHosting #FlyWP #Softr https://timswebworx.co.za

Most consultancy firms and agencies know exactly what they need to automate. The problem isn't lack of ideas, it's that building automations has always been too slow or too expensive to justify. So good ideas stay ideas. We talked to dozens of ops and innovation leaders at consultancies. They all mentioned the same handful of automations they wish they had: Proposal generation. CV triage. CRM updates. Client reporting. Meeting notes. Every single one is high-frequency, low-complexity, pure overhead. And economically viable to automate, if the cost of building wasn't so high. So we documented the top 5, with time savings and descriptions: 👉 https://lnkd.in/ekNFfFSN What if describing the requirement was enough to get a running process? That's what we're building at Codika.