1. Workshop: Identifying Repetitive Tasks

It all starts with understanding your business. We sit down with your team to identify:

• What repetitive tasks are eating up time? (e.g., manual data entry, report generation, or customer follow-ups).

• Where is data being manually transferred between systems? (e.g., from your CRM to your email marketing tool).

• What tools and programs are you currently using? (e.g., Google Workspace, Slack, or HubSpot).

• Can parts of customer interaction be replaced with AI? (e.g., chatbots for FAQs or automated email responses).

This workshop helps us pinpoint the biggest pain points and opportunities for automation.

2. Sketching the Automation Blueprint

Once we’ve identified the most time-consuming tasks, we roll up our sleeves and sketch out a plan. We focus on:

• Prioritizing tasks that will deliver the most value when automated.

• Designing workflows that integrate seamlessly with your existing tools and processes.

• Ensuring the automation aligns with your business goals and actually solves the problem.

3. Reviewing the Workflows

Before diving into the technical build, we walk through the proposed workflows with your team. This step ensures:

• The automation makes sense for your business.

• It adds real value and doesn’t create new complications.

• Everyone is on the same page before moving forward.

4. Building the Automation

With the plan approved, we start building the automation using tools like Make.com (formerly Integromat) or other platforms tailored to your needs. This step involves:

• Setting up triggers and actions to create seamless workflows.

• Integrating your existing tools and systems.

• Ensuring the automation is robust and error-free.

5. Testing and Refining

Before going live, we rigorously test the automation to ensure it works as intended. This includes:

• Running test scenarios to catch any issues.

• Gathering feedback from your team.

• Making adjustments to optimize performance.

6. Launch and Training

Once everything is running smoothly, we launch the automation and provide any necessary training for your team. This ensures:

• Your team feels confident using the new system.

• Everyone understands how the automation benefits their daily work.

• You’re set up for long-term success.

The Result: More Time, Less Stress

By automating simple, repetitive tasks, your company can focus on growth, innovation, and delivering exceptional value to your customers. Ready to take the first step toward a more efficient future? Let’s talk!

Automation isn’t just about saving time—it’s about unlocking your business’s full potential. 🚀