What to Automate First (And What Not To)
Who This Is For:
This guide is for real estate teams, brokerages, investors, and service businesses that want to use automation effectively-without creating noise, confusion, or broken workflows.
It’s especially relevant if you:
- Feel overwhelmed by automation options
- Have automation turned on but see little impact
- Want better results without overcomplicating your system
- Are unsure what should stay human vs automated
What You’ll Get
A clear framework for deciding what to automate first, what to delay, and what should never be automated too early.
You’ll get:
- A prioritized automation order that protects revenue
- Clarity on high-impact vs low-impact automations
- Guidance on where automation helps and where it hurts
- A practical lens to avoid over-automation
This guide helps you automate with intention, not guesswork.
