05/21/2026
If you’re like me and already thinking about summer work plans and those plans involve adding automations into your business, here's a quick PSA before you dive in:
➡️ Start with a checklist.
Yup, a plain, non-sexy checklist.
Before setting up automations or paying for a new tool, write out every single step of the process first. Google Doc, Word doc, notebook and pen…whatever works. Then actually USE the process a couple of times to make sure it works the way you want it to.
Why go through this extra work, you ask? 👉 To help you get clear on what you want to happen and what actually happens in your process.
Because most of the time when we try to automate something “to save time,” we aren’t actually clear on all the steps, exceptions, and weird little one-offs involved yet. Which usually leads to frustration, troubleshooting, and spending way more time fixing things later. 🙃
I know it’s not fancy or sexy or “cool,” but what truly moves your business forward rarely is.
So start simple. Build the checklist first. Then automate later.
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Hello! I’m Robin and I make operations easier (and help you make money with operations support!) for service-based business owners. My team and I help get their online events 🗓️, podcasts 🎙️, courses and programs 🧑💻, and books 📚 out into the world so they can help more people!