Automation Starter Pack for Trades Businesses

You're on site all day. By the time you get home, the last thing you want to do is chase invoices, follow up on quotes, or ask customers for Google reviews. But if you don't do it, the work doesn't come in and the cash doesn't flow.

This starter pack gives you the actual templates and sequences you need to automate the three biggest admin headaches in trades businesses: quote follow-ups, invoice chasing, and review requests. These aren't generic business templates — they're written in the language your customers expect, timed to land at the right moments, and designed to work with the tools you're already using.

Each template comes with the automation logic: when to send it, what triggers the next step, and when to escalate. You can set these up manually in your email, or we'll show you how to connect them to tools like Zapier or Make so they run without you touching anything.