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Automation

If it repeats, a machine should do it: reporting, lead routing, data joins, alerts.

What it means

Good automation isn't the cleverest kind. It's the kind that removes the most repeated work with the least risk. We start with things that run every day and show straight away when they break.

Often the most profitable automation does nothing but notice things. It tells you when conversions drop to zero, when the feed hasn't refreshed, or when a campaign has spent its daily budget by nine in the morning.

When you need this

  • You build the same report by hand every week
  • A lead has sat somewhere for days without anyone seeing it
  • You only find out about problems when the invoice arrives

How it works

  1. 01We decide what a machine runs and what stays with a person
  2. 02We build it to alert you when it fails, not only when it works
  3. 03I check it keeps running, and fix it when it breaks