This practical workbook helps you identify where automation can save time, reduce errors, and improve efficiency across your business. Designed to support small business owners and their teams, it walks you through evaluating current workflows and planning simple, realistic automation steps—without overwhelm or unnecessary complexity.
Automation readiness and opportunity assessment
Workflow mapping and prioritization exercises
Automation planning templates
Tool evaluation and implementation prompts
Who This Workbook Is For
Small business owners, team members, and service providers looking to streamline operations, reduce manual work, and build scalable systems.
A guided workbook that helps you move from “we should automate this” to a clear, actionable automation plan tailored to your business.
1 Digital PDF Workbook: Automation in Small Businesses
Instant access after purchase (digital download only)
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This product is provided under a non-transferable digital license for personal use only. You may not reproduce, sell, redistribute, share, upload, modify, or rebrand this file for resale or commercial distribution, including posting it on shared websites, membership platforms, online libraries, or sharing it with clients, teams, or third parties. All rights are reserved and protected under copyright law. By downloading this product, you agree to these terms.