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Data Entry and Processing

Manually transferring data between systems (CRM, spreadsheets, databases)

~3 hours/week

Copy-pasting information between different tools and platforms

~2 hours/week

Updating spreadsheets with customer data, inventory, or financial information

~4 hours/week

Creating reports by manually pulling data from multiple sources

~3 hours/week

Cleaning up and organizing messy data files

~2 hours/week

Customer Communication

Sending follow-up emails to leads or customers

~3 hours/week

Calling or texting appointment reminders

~2 hours/week

Creating and sending invoices manually

~2 hours/week

Taking customer information over the phone or via forms

~4 hours/week

Responding to common customer questions and support requests

~5 hours/week

Sales and Marketing

Manually qualifying leads by calling or emailing

~4 hours/week

Creating and scheduling social media posts

~3 hours/week

Reviewing and scoring leads based on engagement

~2 hours/week

Pulling reports on marketing campaign performance

~2 hours/week

Researching prospects and companies before outreach

~3 hours/week

Operations

Manually updating inventory levels and product information

~3 hours/week

Processing orders and updating fulfillment status

~4 hours/week

Managing employee onboarding paperwork and training schedules

~2 hours/week

Categorizing and entering business expenses

~2 hours/week

Coordinating team schedules and resource allocation

~3 hours/week

Free AutomationChecklist

Data Entry and Processing

Customer Communication

Sales and Marketing

Operations

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