How to choose your first automation.
Most owners pick the wrong one first because they buy what sounds coolest, not what fixes their biggest leak. Here's a quick framework that gets it right.
Most owners pick the wrong one first because they buy what sounds coolest, not what fixes their biggest leak. Here's a quick framework that gets it right.
Spend 60 seconds on this: where do you currently lose the most jobs? Not where could you make the most extra money. Where are jobs walking out the door right now?
Common answers: missed calls (most common), quotes that go silent, customers who never write the review, leads that fill out the form but never hear back fast enough.
Pick the loudest leak. The first automation should plug that, not chase a new revenue stream.
The fastest-installing automation that addresses your leak is almost always the right first pick. Get something running in 15 minutes, watch it work, then come back for the next.
Resist the urge to install three at once before any of them are tested. Install → verify → use → expand.
Most owners feel impatient and stack automations on day one. Don't. Run one cleanly for a month. Read the data. Confirm it works.
The compounding effect of one well-configured automation outperforms three poorly-configured ones every time.
Quick lookup table. Find what's bleeding the most jobs in your business and click through to the right tool.
Don't see your specific symptom? Browse all 18 automations or email hi@skerva.com with your situation.
If you're stuck between two options, fall back on these.
Lead-capture automations beat conversion automations as a first pick — there's no point optimizing the funnel if leads never enter it.
The simplest automation in the catalog usually has the best ROI per setup-minute. Save the complex ones for after you've banked some quick wins.
Automations that fire many times a day (missed calls, reviews, reminders) compound faster than ones that fire once a year (annual reminders).
Run the numbers. The savings calculator shows what just one automation could recover at your real volume.