Block sixty minutes to trace a typical customer journey from first impression to paid order, noting delays, manual handoffs, and message gaps. Highlight any step repeated more than five times per week. Prioritize one fixable frustration. Choosing a small, obvious target reduces risk, yields quick proof, and builds momentum for more ambitious, visual improvements later.
List the smallest meaningful steps a visitor can take: viewing pricing, starting checkout, joining a list, requesting a quote, or accepting a calendar invitation. Track each step with lightweight analytics, tags, or form fields. Improving these tiny commitments compounds significantly. Celebrate lifts of a few percent, because consistent micro-gains often outperform rare, massive changes in practice.
Select a repetitive task consuming attention, such as sending follow-ups, moving leads between lists, or posting order updates. Create one visual rule connecting trigger to action. Keep it reversible, labeled, and logged. When results appear stable, add a second step. Small, reliable automations protect quality while steadily reducing manual oversight and error rates across busy weeks.