Questions to ask when it’s automation time.
G: What’s the goal?
There are many reasons (and combinations of reasons) you might want to introduce automations into your workflow. Maybe you want:
- An at-a-glance bird’s eye vew of what’s going on in your business. With the big picture at your fingertips, the better (and faster) the decisions you’re able to make.
- To create a client experience that maintains the same level of presence your customers and clients feel right now without having to push every button or send every email yourself.
- To make sure nothing falls through the cracks, even if everyone isn’t 100% on, 100% of the time.
- More space in your day, to be a parent, for creative work, to not be okay, for no reason other than why take 40 hours to do something that can take 25?
What are we shooting for?
P: What’s your process? And who are the people involved?
If you don’t have a process, one will be created for with you.
“Process” and “People” are together in this section, because you can’t separate one from the other.
–
- People: Your clients and customers
- Process: Is it a seamless and delightful experience? Does it meet them where they’re at?
A: What are we automating, and how?
Now that we know what we want, and how we’ll get there, then we figure out which of these steps is better automated, and which of them are better not.
How are we going to automate? That’s why people are in this equation. They’ll tell you, whether explicitly or implicitly, what the automations should look like.
|||
