Running a fractional business means juggling countless tasks that drain your time and energy. In this episode, we walk through 20 practical automations that handle everything from client follow-ups to content creation, giving you hours back each week to focus on billable work and business development.
Discover how to automate your sales pipeline with AI-powered meeting summaries, build a simple CRM that tracks every prospect automatically, and transform one piece of content into blog posts, newsletters, and social media. Bradley shares his exact setup using tools like Fathom, Zapier, Airtable, and Notion to create systems that work 24/7. Whether you're managing client renewals, tracking financials, or staying on top of outreach, these automations eliminate busywork while keeping your business running smoothly. Stop trading time for money and start building systems that scale.
Learn More:Scale your fractional practice: https://mylance.coConnect with Bradley Jacobs: https://www.linkedin.com/in/bradley-r-jacobs/
00:00 Introduction to business automations
00:47 Mylance LinkedIn tool update
01:21 Client & sales automation overview
02:05 AI meeting notes to email follow-ups
02:33 Auto-create Notion pages from bookings
03:02 Daily calendar summary in Slack
03:23 Basic CRM with follow-up reminders
03:55 Weekly analytics dashboard automation
04:51 Text expander for common responses
06:05 Content & marketing automation bucket
06:24 Podcast to multi-format content system
07:28 Repurpose client calls into content
08:26 Client management automation bucket
09:09 Automated invoicing & payment reminders
09:47 Feedback collection automation
10:09 Case study tracking system
10:36 Contract renewal reminders
11:38 Monthly financial snapshot reports
11:50 Sunday planning session reminder
12:27 Quarterly business review check-ins
13:03 Celebration triggers for wins
13:59 Wrap-up and implementation tips