Seamless Automation Prep Guide
This guide is free of cost, but I would greatly appreciate a $5 tip.
If you're feeling all over the place, trying to figure the "business operation" things out, or feeling a bit inefficient and overthinking because you lack an established process, and you know you want to automate some things but aren't sure you know where to start...
This guide is absolutely for you.
What's really keeping you from seamless automation is your lack of workflow clarity.
This guide will walk you through 4 steps to prepare you for achieving the seamless tech automation you desire to save you money, maximize your time, and improve your client experience.
The 4 steps to Workflow Clarity:
- Step 1 - Document the Workflow
- Step 2 - Discover the Full Picture
- Step 3 - Evaluate Your Activities
- Step 4 - Assess the Workflow
Disclaimer: This is not the guide for you if you're looking for an automation shortcut. All businesses have a unique way of doing business, and most require a tailored automation strategy. This guide helps you learn to think about your system holistically and understand what your business actually needs before committing $$$$$ to automation software and tech experts to help you set up your automation.
MEET THE AUTHOR
Brandee is a Tech Strategist who helps Service-based Businesses design system solutions leveraging technology so they are able to save money, maximize time, and improve the client experience.
She's been helping clients navigate the technology landscape with confidence and designing systems that support sustainable growth since 2006.
With a Bachelor of Science in Business Administration (B.S.B.A) focused on Information Systems and technology and over a decade of experience in the IT industry, Brandee brings a solid educational foundation and years of experience to the table.
Coming from a family of entrepreneurs and being an entrepreneur herself, she's witnessed the tech struggles faced firsthand. Throughout the years, she's helped many entrepreneurial friends and family figure out solutions to their systems, processes, and tech issues. The endless search for the right software, the frustration of complex workflows, and the overwhelming task of improving your business systems—it's a story she knows all too well.