What should I automate first if I have never used automation before?

Automate the three things that quietly lose money every week: instant lead response, appointment reminders, and the review request after a completed job. Each one is a single trigger, takes an afternoon to build, and pays back fast without changing how your crews work.

Once those are stable, add the estimate follow-up sequence, then maintenance reminders off install date. Resist building a twelve-step nurture map on day one. Every automation you add is one more thing that can break silently, so ship one, watch it for two weeks, then build the next.

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