Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

3 Areas to Automate to Scale Your Online Business [Ep 37]

Oct 1, 2024
Discover how automation can transform your online business by enhancing efficiency in marketing, sales, and team management. Learn the importance of having structured processes in place before diving into automations. Explore practical applications like email funnels and project management tools that simplify tasks. Start small and gradually expand your automations to streamline operations and improve productivity. Unpack misconceptions about automation and unlock strategies that support scaling your business.
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INSIGHT

Automation Needs A Defined Process

  • An automation is anything that removes manual input by linking a trigger to an action.
  • Without a clear process you cannot reliably identify triggers or actions to automate.
ADVICE

Map Triggers And Actions First

  • Do map the trigger and the action before building any automation so it performs exactly as intended.
  • Test triggers as many times as necessary to ensure the action fires correctly.
ADVICE

Standardize Before You Automate

  • Avoid automating processes that change per client; standardize repeatable steps first.
  • If your onboarding is identical for everyone, automate it; if it's custom, only automate stable pieces.
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