We’re going to let you in on something: we’re just as human as you are around here.
This week’s tip didn’t come from a best practices list. It came from two people on our own team who lived it.
Here’s why it matters right now. We’re heading into fall selling season, and if you’re like most business owners, you’ve pivoted something this year. Your offer, your messaging, your focus, maybe all three. Your business moved. The question is whether your website moved with it.
Because automations are wonderful right up until they quietly fall behind.
What is an automation audit?
An automation audit is a quick pass through every automated thing on your site, your welcome sequences, forms, and integrations, to confirm each one still says what you want it to say and still does what it’s supposed to do. That’s it. No rebuild, no redesign. Just checking that the machine you set up last year still matches the business you have this year.
Most people never do it, and not because they’re careless. It’s because automations are invisible when they’re working, and almost as invisible when they’re not.
Here’s what that looked like for two people on our team.
Sami’s welcome sequence was stuck in the past
Sami used to host a weekly live for her audience, and she mentioned it all the way through her welcome sequence. Then her business shifted and the live went away. The automation didn’t get the memo.
Months later, people were emailing her asking where the live had gone. She had genuinely forgotten it was still being promoted, because from her side nothing looked broken. New subscribers were getting emails. The emails were just quietly making a promise she could no longer keep.
This is the most common version of the problem, and it isn’t only welcome sequences. A coach whose nurture emails still push a program she stopped running. A direct seller whose thank you email links to a catalog from two seasons ago. A childbirth educator whose confirmation email lists class times that changed in the spring.
Lisa’s form quietly stopped working
Lisa’s story is the one that stings.
She had a form on her site for project inquiries. It worked. Someone submits, she gets notified, she follows up. Then a connected platform changed its privacy settings without telling anyone. No error message. No bounce. Her notifications simply stopped arriving.
She didn’t find out for six months. In that window, someone shared her work with a large audience and ten qualified inquiries came through that form. She never saw a single one.
How do you know if a form on your website is broken?
You don’t, unless you test it yourself. Broken forms almost never announce themselves, because from the visitor’s side everything looks normal. She types, she hits submit, she sees the thank you message, and she assumes she’ll hear from you.
So go be your own customer for ten minutes. Fill out your own contact form. Opt in to your own freebie with an email address you actually check. Buy your own product, or run a test order. Click the links in every email that arrives afterward.
Do this: put a recurring reminder on your calendar to test your own forms and freebies, right alongside your Homepage Checkup.
Not that: wait until a customer emails to say she never heard back. That’s the polite version. The common version is that she says nothing at all and buys from someone else.
How do you keep track of all your automations?
Keep one running list of every automation and form you have, with its name, where it lives, and what it asks people to do. One document. That’s the whole system.
Sami keeps a spreadsheet: name, where it lives, how many emails are in it, the link, and the call to action. When something in her business changes, she searches the sheet, finds exactly what needs updating, and fixes it in minutes instead of hunting through her whole system.
Lisa went a different route. She tags every automation and form by the part of her business it belongs to, so she can pull up everything connected to one offer at once. She also keeps a doc listing every email in her system, so when something needs a fix she can find it, edit it, and get it live fast.
Two different brains, two different systems, same result. When the business changes, they know exactly what to change with it.
Pick whichever one sounds like less work to you. A spreadsheet, a doc, a labeling system, a notes app. The format matters far less than having one place to look.
Your 20 minute audit
Set a timer. Twenty minutes, and you can do this in your pajamas.
List every automation, form, and integration you can think of. Read one sequence start to finish as if you just subscribed, and ask whether it still describes your actual business. Fill out your own form and confirm the notification lands. Click every link, because dead links are the easiest thing to fix and the easiest thing to miss. Then flag anything that mentions a date, a season, or an offer that has ended.
Twenty minutes now saves you a lot more than twenty minutes later, especially as more people start landing on your site this season.
The fewer moving parts, the less there is to break
Here’s the quiet lesson in both stories. Every extra plugin, tool, and third party connection is one more thing that can fail without telling you. Lisa’s form didn’t break because she did something wrong. It broke because a tool she’d connected changed its own settings.
Inside Oh My Hi, your website, forms, email automations, and contacts all live in one place. Nothing bolted on, nothing to babysit, no plugin update that quietly takes your lead capture down on a Tuesday. Fewer connections means fewer silent failures.
We pivot. You pivot. Let’s make sure your website does too.
Give your automations a once over this week, and if you find something you’re not sure how to fix, bring it to one of our weekly live support sessions and a real human (hi, that’s Lisa, who has extremely strong feelings about this topic now) will walk you through it. You can also reply to any of our emails and we’ll point you in the right direction.
🧡 Team Oh My Hi
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