Purpose
Defines how Passionate Vacations should identify and plan future automations before building them.
Current Standard
Automations should support repeatable business tasks, client follow-up, lead management, reminders, content planning, file organization, supplier tracking, and operational consistency. Automations should be planned before they are built so they support the business instead of creating confusion.
Procedure / Steps
Nothing recorded yet.
Key Decisions
Future automations should be documented in PV HQ before implementation. Each automation idea should include purpose, trigger, action, connected system, owner, status, and related manual entry. GoHighLevel remains the core platform for CRM, forms, calendars, workflows, and client systems.
Related Assets
- • GoHighLevel
- • PV HQ
- • GHL workflows
- • GHL calendars
- • GHL forms
Related SOPs
- • Automation Planning SOP
- • Business Decision Capture Process
Related Forms / Templates / Checklists
- • Automation Idea Tracker
- • Workflow Planning Checklist
Related Prompts
- • Automation planning prompt
- • GHL workflow prompt
- • follow-up automation prompt
Tags
automationsghlworkflowsfuture-buildoperationscrm
Notes
Automations should be added slowly and only when the process is clear.