The Day I Realized I Needed Automation (A True Story)

Learn how automating your sales process can cut closing time and help you win more deals with less effort.

Last month, I made a mortifying discovery in my inbox: a month-old message from a client asking about our previous call.

“Just following up on our call from 4 weeks ago…”

My stomach dropped. In that moment, I wasn’t a business automation expert. I was just another overwhelmed entrepreneur who had let a client slip through the cracks.

How Did This Happen?

The evidence of my chaos was scattered across:

  • 47 open browser tabs (each one “important”)
  • 3 different project management tools (because one wasn’t enough, right?)
  • 2 email accounts (both equally neglected)
  • A critical sticky note that had mysteriously vanished from my desk

Sound familiar? We’ve all been there.

The Irony Wasn’t Lost on Me

Here’s the thing: I build automation systems for businesses. I help others streamline their operations and prevent exactly this kind of situation. Yet there I was, writing another “Sorry for the delayed response” email.

That’s when it hit me – I had built robust automation systems for my clients but hadn’t fully implemented them in my own business. Classic cobbler’s children have no shoes scenario.

Instead of just feeling guilty, I decided to use this as a catalyst for change. I went all-in on implementing the same systems I recommend to clients:

What My Automation System Now Handles:

From Embarrassment to Evolution

  • Immediate lead follow-ups
  • Automated meeting recap delivery
  • Regular client check-ins
  • Task reminders before deadlines
  • Communication tracking across platforms
  • Haven’t written “sorry for the delay” in months
  • Client response time under 24 hours
  • Zero missed follow-ups
  • More time for actual client work
  • Peace of mind (priceless)

The Results?

The Bigger Lesson

Sometimes our most embarrassing moments become our best teachers. This experience reminded me why I started Sharp Automations in the first place – because running a business shouldn’t mean choosing between growth and staying organized. <h2>Your Turn</h2>

If you’re still juggling sticky notes and multiple tabs, hoping important things don’t fall through the cracks, ask yourself:

  • How much time do you spend following up with clients?
  • When was the last time you had to apologize for a delayed response?
  • What could you accomplish if your follow-ups ran on autopilot?

Don’t wait for your own “oops” moment. Let’s talk about automating your client communications before something slips through the cracks.

Want to see how we can automate your client management?


Quick Tip: Start small. Pick one client communication task that always seems to slip and automate it this week. Even a simple email template can save hours and prevent embarrassing moments.

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