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    Where Do I Start Automating My Business?

    A touring agency owner couldn't answer calls while driving through mountains. Structured forms replaced the phone, and automation followed.

    HatcherSoft TeamFebruary 5, 20258 min read
    Case Study
    Business Automation
    Small Business
    Lead Capture
    Operational Efficiency

    Don't know where to start automating your business? Your website. Not because websites are exciting, but because that's where your data enters.

    The Problem With Unstructured Data

    A touring agency owner had a website that pushed everyone to call. One contact form existed, but the main CTA was "Call Us."

    So they called. Dozens per day.

    She spends half her day driving and the other half in areas with no cell signal. Missed calls don't call back.

    When she could answer, every call started the same way: What tour? How many people? What dates? Any special needs?

    Same questions. Over and over.

    Her company offers multi-day tours, single-day tours, and accommodations. Most calls were for single-day tours and accommodations, simple requests with fixed prices and standard answers.

    But because everything came through the phone, she couldn't see the pattern.

    If you can't see the pattern, you can't automate it.

    Smartphone on car dashboard showing missed calls and no signal, gravel road through wilderness

    What Structured Data Looks Like

    We rebuilt her website. (The old one was a WordPress mess, that's a different story.)

    Instead of one generic form, we created a form for each service. Each one asks the right questions: which tour, how many people, what dates, any special requirements.

    Now inquiries arrive labeled. She knows what they want before reading a word.

    Neatly arranged color-coded index cards on a wooden desk

    Patterns Become Pipelines

    Once data is structured, patterns appear.

    She noticed: 80% of inquiries were for single-day tours, and do not require a conversation.

    Which makes it an automation opportunity, not a customer service problem.

    Standard tour inquiry? Automated confirmation with availability.

    Follow-up questions? Automated FAQ response.

    Payment? Automated link.

    Only custom tours need a conversation now.

    Laptop on kitchen table with booking confirmations, warm evening light

    The Sequence

    If your website is slow, broken, or hard to update, fix that first. You can't build on a shaky foundation.

    Then structure your incoming data. Replace generic forms with specific ones. Ask the right questions upfront so inquiries arrive labeled.

    Once data is structured, patterns show up on their own. Which requests repeat? What questions keep appearing? Where are you giving the same answer every time?

    Start automating the repeats. One confirmation email. One FAQ response. Something small.

    Once you see it working, the next opportunities become obvious.

    What This Looked Like For Her

    BeforeAfter
    One generic contact formForms per service type
    Every inquiry looked identicalInquiries arrive structured
    Dozens of calls per dayAutomated responses
    Manual reading, manual responseAutomated pipelines
    No visibility into patternsStandard tours handled automatically
    Missed calls = lost bookingsPersonal attention for custom tours only

    The Lesson

    Automation at this stage is simpler than most people think: structured data, visible patterns, basic pipelines. No chatbots required.

    Start with your website. Structure what's coming in. The rest follows.

    Not Sure Where to Start?

    Tell us about your business. We'll show you where the automation opportunities are.