Rogue Night's
AI & Automation Strategy

Professional services (IT, HR, legal, accounting, consulting, design, etc.)

sole_operator

Not sure yet — we don't usually buy new software

Growing fast — adding people, customers, or revenue quickly

Microsoft 365 / Google Workspace (whole suite)

Monday / Asana / Trello / ClickUp / Notion (project management)

HubSpot / Salesforce / Pipedrive / Zoho (CRM)

ServiceM8 / Tradify / SimPRO / AroFlo (field service / trades)

Squarespace / Wix / WordPress / Shopify (website / store)

Mailchimp / Klaviyo / Campaign Monitor (marketing email)

Calendly / Acuity / SavvyCal (scheduling)

A custom / internal system someone built for us

Mostly paper / nothing digital — we run on email and spreadsheets

Local hard drives — files live on individual computers

A mix of these — it depends who saved it

Lead tracking & follow-up — leads slip through cracks

Quote / invoice / payment chasing — money sitting outstanding

Customer / client communications — too much email volume

Reporting & dashboards — building reports takes too long

Document management — finding old files is a nightmare

Hiring & onboarding admin — getting a new person productive takes ages

Compliance & record-keeping — keeping evidence for audits / regulators

Manual data entry - re-typing the same info between tools

Staff scheduling / rostering — building rosters is a weekly headache

Training & knowledge sharing — team members can't find answers without asking someone

Email / inbox overload — important messages get buried

Disconnected systems — too many tools that don't talk to each other

Staff spend time re-entering the same info across systems

New staff take too long to get up to speed

Reports require pulling data from multiple places

Compliance or training follow-ups fall through the cracks