Checklist of Common Automations for all Owners

Get your technology working for you


Having different systems within your business communicating with each other can streamline your processes, create more consistency and save you countless hours of admin work.

Automating your business processes doesn’t need to be complicated. When it comes to automation, we suggest starting small and expanding over time. We have developed a checklist to give you a quick rundown of various areas of your business that you can automate and along with a brief description and links to resources to help you implement the tool.

Download our Checklist of Common Automations, and start connecting your tools to further automate your business.

Download Your Checklist of Common Automations

  • By downloading this toolkit, you agree to receive communication from Cultivate Advisors per your request. You may also receive additional communication with similar types of tools to offer value to your business.

Technology Implementation Toolkits

Looking for something different? Check out our full list of toolkits.