Admin Automation Checklist for SEO Consultants

Client Reporting & Communication

Compile monthly ranking and traffic data into branded PDFs
Send a voice note with the numbers; Christine writes the email summary and attaches the formatted report.
2h/week
Automatable
Recap action items after client strategy calls
Send a voice note right after the call; Christine pulls out tasks like 'fix 3 broken links' and emails the recap.
45 min/week
Automatable
Follow up on pending implementation items
Christine keeps track of pending items like schema markup and sends follow-up emails to clients automatically.
30 min/week
Automatable
Negotiate scope changes during retention reviews
You need human judgment and relationship skills for this.
1h/week
Manual

Draft custom SEO proposals for warm leads
Text the lead details; Christine builds a full proposal doc with audit scope and pricing.
1h 30m/week
Automatable
Research prospect domain history before outreach
This needs strategic analysis of competitors and manual tool use.
40 min/week
Manual
Schedule discovery calls with interested prospects
Forward inquiry emails; Christine handles calendar coordination and sends booking links.
25 min/week
Automatable

Log billable hours per client project code
Text 'Log 3 hrs TechPivot audit'; Christine updates your Google Sheets time tracker instantly.
50 min/week
Automatable
Generate invoices with mixed retainer and hourly line items
Command 'Invoice Oakwood Dental'; Christine adds up the hours plus the $800 sprint fee.
40 min/week
Automatable
Chase overdue payments from clients
Christine sends polite payment reminder emails based on the due dates in your sheet.
20 min/week
Automatable
Analyze profitability per client account
This requires deep financial strategy and decisions on rate changes.
30 min/week
Manual

Check off automatable tasks above to see how much time and money Christine could save you each month.

Ready to automate your admin?

Christine handles your emails, scheduling, documents, and more — so you can focus on seo consultants.

Automatable — Christine handles this for youManual — requires your personal judgment or presenceEstimated weekly time cost for this task