Getting Some Quick Automation Wins

Today, we’re shifting gears to explore the magic of automation. As your business grows, manual processes can become a drain on your time and energy. The goal today is to identify small but powerful ways to use automation to reduce repetitive tasks, saving you time and ensuring things run smoothly. Think of automation as your personal assistant who never needs a coffee break and handles the boring stuff, so you can focus on what you do best—growing the business.

The key here is finding “quick wins”—simple automations that will make an immediate impact without requiring major changes to your workflow. Whether it’s automating customer support responses, streamlining content delivery, or setting up efficient onboarding sequences, today’s focus is on finding ways to cut down on manual labor. By the end of the day, we’ll have a few practical examples of automation in action, and you’ll have a clear roadmap for implementing them into your daily routine.

Workshop: Unlock Your Business’s True Potential—Map, Analyze, Automate

What You'll Get:

1. Practical Tools to Map Your Processes: Learn to visualize every step of your operations—from data entry to invoice generation. You’ll walk away with clear mapping techniques like process flow diagrams and swimlane diagrams.
2. Identify Automation Opportunities: We’ll guide you through analyzing your workflows to spot repetitive, error-prone tasks that are prime candidates for automation.
3. Cost-Saving Solutions: Discover how automation reduces labor costs, improves accuracy, and increases productivity—allowing you to focus on high-value tasks that grow your business.
4. Real-World Examples: Hear how companies have transformed their business with simple automation strategies. We’ll share success stories to inspire your own journey.

Why This Workshop is a Game-Changer:
Whether you're just starting to explore automation or looking for ways to optimize existing systems, this session is packed with actionable insights. You’ll leave with a tailored plan to streamline workflows, boost efficiency, and transform your business processes.

Schedule: 1^st Wednesday of every month

If you'd prefer a personalized experience below will help you understand what's involved:

Morning Session: Analyze the tech stack (e.g., Kajabi, Help Scout) to identify tasks that could be automated, such as customer support FAQs or content delivery.

In the morning, we’ll dive into your current tech stack—tools like Kajabi and Help Scout—to see where automation can make a real difference. These platforms are goldmines for automating tasks like content delivery, customer support, and even marketing. For example, Kajabi can automate email sequences, new user onboarding, or content access for your members, while Help Scout can handle frequently asked questions (FAQs) with automated responses. The goal is to look at every piece of your tech stack and ask, "Can this be automated to save time?"

We’ll review each tool you currently use, taking note of where you’re still doing things manually. Is there a way to set up an automated system for the most common customer questions in Help Scout, or can you create a streamlined process for delivering new course content in Kajabi? These are exactly the kinds of tasks we’ll be identifying today. Once we spot the automation opportunities, we’ll focus on those with the biggest potential to free up your time, so you can get back to leading your team and focusing on growth.

Afternoon Session: Demonstrate one quick automation setup, such as an automated response for common customer queries in Help Scout or a new user onboarding sequence in Kajabi.

Now that we’ve identified some key automation opportunities, we’ll roll up our sleeves and dive into setting up one quick automation. Let’s pick a task—say, automating customer support responses in Help Scout for frequently asked questions. You can set up templates and trigger automated replies for common queries, so customers get instant answers without your team having to respond to every email. Alternatively, we could focus on Kajabi and set up a seamless new user onboarding sequence that automatically sends new customers a series of welcome emails, tutorials, and access to content.

The idea is to show you just how simple and powerful automation can be. In this session, you’ll see firsthand how automation takes a tedious, repetitive task and turns it into a seamless process that requires little to no effort on your part. This hands-on demonstration will help you visualize how automation can be integrated into your business—freeing you from daily grind tasks and giving your team more bandwidth to focus on strategic work. You'll walk away knowing exactly how to set up similar automations for other areas of your business.

Action Item: Implement one automated workflow and monitor its initial impact over the next week.

For today’s action item, we’re going to put one of the automation workflows you’ve learned into practice. Whether it’s the automated Help Scout responses or the Kajabi onboarding sequence, you’ll implement it and let it run for a week. After setting up the workflow, your job is to monitor how it’s performing. Is it saving you time? Are customers getting the responses or content they need without any delays? This step is about observing the early impact of automation and fine-tuning where necessary.

By the end of the week, you’ll have a clearer sense of how automation can work for you on a daily basis. If there are any hiccups, we’ll tweak the system together to ensure it’s running smoothly. The key here is seeing how this small change can ripple across your business, giving you more time to focus on higher-level tasks while letting technology handle the routine ones. This is just the beginning—soon, you’ll have a whole suite of automations making your life easier!

Today’s focus is on getting your hands dirty with automation, showing you how to implement tools that can streamline your business operations. The idea is to take practical steps toward efficiency and give you immediate wins that save you time in the long run.