Automate Without the Overwhelm: My Clients’ Favorite Time-Saving Zapier Workflows
Let’s be honest: you didn’t start your business to spend your days copying info between platforms and chasing client tasks like it’s a full-time job. And yet—here you are. Still manually creating folders, moving client notes, or wondering if you followed up with that inquiry.
Friend, it’s time to stop doing every dang thing yourself.
That’s where Zapier comes in.
What the Heck is Zapier?
In plain English: Zapier connects your favorite platforms and automates the stuff you’d rather not be doing manually. Think of it like the digital glue between Dubsado, ClickUp, Google Drive, and dozens of other tools you use on the daily.
Example?
A new inquiry comes through Dubsado → Zapier automatically creates a new folder in Google Drive, assigns a task in ClickUp, and sends you a Slack message to prep for the call.
✨ No extra clicks. No wasted brainpower. No chaos.
Why Small Business Owners LOVE Zapier
Because it saves time and saves your sanity. And no, you don’t need to be “techy” to use it—especially when you’ve got proven, plug-and-play examples to swipe.
If you’re:
- Constantly bouncing between platforms trying to remember what’s next
- Forgetting to send important follow-ups or missing key steps in your process
- Still manually organizing client files or assigning tasks…
Zapier is about to be your new best friend.
I’ve Rounded Up My Clients’ Favorite Zaps—Wanna Peek?
After working with dozens of service providers, I’ve seen what actually moves the needle when it comes to automation. And I’m sharing my clients’ go-to Zapier automations in a free, easy-to-digest guide.
Inside this lead magnet, you’ll find:
- Real examples of Zaps that save HOURS every week
- Workflows that connect Dubsado, Google Drive, ClickUp, email marketing, and more
- Ideas you can copy (or customize) for your own business right away
👉 [Grab My Clients’ Favorite Zapier Automations] (It’s free—and totally worth the download.)
Not Sure What to Automate First?
No worries—that’s literally what I’m here for.
If Zapier feels like a magic wand you don’t know how to wave yet, I offer:
- Strategy Sessions to map out what you should automate
- Get It Done Weeks where we build the systems for you
- And yes, even 1:1 walkthroughs to help you feel confident using what we set up
So whether you’re DIY-ing or ready to delegate the whole thing, let’s make your tech work smarter.
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TL;DR:
Zapier = the behind-the-scenes wizard your business needs.
This free guide = the easiest way to get started.
Click here to Download My Clients’ Favorite Zapier Automations, and let’s save you some serious time.
