Automation in practice
How companies stop doing by hand what a system can do.
Page 6 of 12 · 138 articles
Replying to patient reviews: defending your clinic without breaching confidentiality
A patient may describe their treatment in a review, but the clinic still carries the duty of confidentiality. A no-detail reply formula, a list of what never to write publicly, and the rule for when to report a review to Google instead of just replying.
Read article → September 14, 2026 · 14 min readService-area business on Google: service areas, hidden address and what not to set
How to configure Google Business Profile when you don't serve customers at your location — hiding the address, service areas by city instead of radius, and one profile for the entire area.
Read article → September 14, 2026 · 9 min readYour business name on Google: why no keywords and what to use instead
City, district and service in the profile name are tempting — the salon next door calls themselves 'Hair Salon Downtown Best Prices 24h' and it looks like it works. Google's rules don't allow it, though.
Read article → September 14, 2026 · 16 min readLanding page for a Google Ads campaign: matching the ad and the landing page experience rating
Learn how Google evaluates landing pages in Google Ads campaigns, what affects Quality Score, and which errors block ads. Ready-made checklist for ad-page alignment.
Read article → September 14, 2026 · 13 min readWho owns your Business Profile, domain and analytics: an access audit before changing agencies
When cooperation with an agency or freelancer ends, key business tools — Google Business Profile, analytics data and domain access — turn out to be registered to the person who managed the marketing. Learn how to regain control.
Read article → September 14, 2026 · 12 min readInvoices for private customers and KSeF: when it is voluntary and what about receipts with a NIP
B2C invoices in KSeF are voluntary, and a receipt with a buyer's NIP up to 450 zł counts as a simplified invoice through 2026. We show how to set one clear rule instead of guessing at every till.
Read article → September 14, 2026 · 12 min readGoogle Business Profile categories: how to choose the primary and additional ones
Choosing categories in Google Business Profile affects local ranking. Google recommends the minimum number of categories — one primary and up to three additional. Changes may require re-verification.
Read article → September 14, 2026 · 11 min readA law firm's professional secrecy, AI reception and CRM: what a system may do
A client calls the firm in the evening, an AI reception line answers and leaves a note in the CRM. We cover what the laws on the legal profession and legal counsel require, and what's safe for a system to record versus what stays visible only to the lawyer on the case.
Read article → September 14, 2026 · 10 min readLaw firm: the e-Doreczenia box, new client enquiries and confidentiality in one order
Since 1 January 2025, advocates and legal counsels must have an e-Doreczenia box. But the box alone is not enough — it needs an order that connects it with mail, phone and forms, without breaching professional confidentiality.
Read article → September 14, 2026 · 11 min readAccess control in a law firm CRM and deleting client data after a case
One shared CRM login shows the whole team every case, including ones closed years ago. Here is what Article 29 and Article 17 GDPR say about access and deleting a law firm client's data.
Read article → September 14, 2026 · 10 min readOne page or a separate page for each service: deciding by what customers actually search
One page or separate pages for each service? Google is clear: it's not the number of pages that matters, but whether they answer real customer questions. Learn the intent test, content threshold, and decision matrix.
Read article → September 14, 2026 · 11 min readOffline conversion import in Google Ads: sending sales from your CRM back to ads
Google Ads counts forms, while the sale closes later on a phone call. This piece shows how GCLID and your CRM connect those two worlds, what changes in 2026, and how to calculate your own real sale rate.
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