The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Get It Done: Process
Streamline Your Workflow
throug...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Who is Paul Sokol?
(aka why pay close attention toda...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
What is a process?
A series of actions or steps take...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Person
Dry off Get Dressed
Time
Socks
& Shoes
Post-S...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
What about
an automated process?
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
ProspectAutomation
Fill out
webform
Send Email
Downl...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
When does an automated
process become a
workflow?
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
When does an automated
process become a
workflow?
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
ProspectAutomation
Fill out
webform
Send Email
Downl...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Call Lead
Your Workflow Must Be Explicitly
Clear To ...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Infusionsoft’s Workflow Toolkit
When you are recordi...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Car Assembly Line Analogy
Lug nuts torqued to specif...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Here…Do This!
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Here…Do This!
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
ProspectAutomation
Fill out
webform
Send
Email
Downl...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Effective Workflow = Awareness
“If you do something ...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Prospect
Call to
Schedule
No Answer
Time
Employee
Re...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Logging a call schedule attempt AND providing
two av...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
ProspectAutomation
Call to
Schedule
No Answer
Time
E...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
New Workflow Time: 30 seconds WHILE
leaving message
...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
How Simple Was The Workflow?
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Two custom Date/Time Fields:
Internal Form
Collectin...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
I Was Manually Emailing THE SAME
Email Each Time For...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Effective Workflow = Awareness
“If you do something ...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Prospect
Asks FAQ
Time
Employee
Asked FAQ
Note
Write...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Prospect
Asks FAQ
Time
Send Pre-Written
Email
Employ...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
How Simple Is
This FAQ Workflow?
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
The Name of the Goal,
Is How It Displays
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Where To Find Notes and Internal Forms
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
ProspectAutomation
Fill out
webform
Send
Email
Downl...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
What if there are more than one
outcome?
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
ProspectAutomation
Request To
Be Affiliate
Time
Empl...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
ProspectAutomation
Request To
Be Affiliate
Employee
...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Vs.
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
What if there is no variance
in the outcome of a
par...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
ProspectAutomation
Fill out
webform
Send Email
Reque...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Task Completion Goal
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
ProspectAutomation
Fill out
webform
Send Email
Reque...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Special #ICON14 Bonus
Workflow Cookbook!!!!
http://b...
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Thank You So Much!
Feel free to flag me down if you ...
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Paul Sokol - Get It Done: Process

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Paul Sokol - Get It Done: Process

  1. 1. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Get It Done: Process Streamline Your Workflow through Process Automation Paul Sokol Campaign Builder Mad Scientist, Infusionsoft @voyicks
  2. 2. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft
  3. 3. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft
  4. 4. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Who is Paul Sokol? (aka why pay close attention today) • Automating with Infusionsoft since ‘08 • Efficiency disciple
  5. 5. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft What is a process? A series of actions or steps taken in order to achieve a particular end.
  6. 6. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Person Dry off Get Dressed Time Socks & Shoes Post-Shower Process
  7. 7. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft What about an automated process?
  8. 8. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft ProspectAutomation Fill out webform Send Email Download Lead Magnet Time Automated Lead Magnet Process
  9. 9. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft When does an automated process become a workflow?
  10. 10. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft When does an automated process become a workflow?
  11. 11. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft ProspectAutomation Fill out webform Send Email Download Lead Magnet Time Employee Call Lead Schedule Consult
  12. 12. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Call Lead Your Workflow Must Be Explicitly Clear To Be Effective • What happened leading up to this point? • What exactly does the human need to do? • How does the human indicate this has been done?
  13. 13. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Infusionsoft’s Workflow Toolkit When you are recording an event AND collecting information When you are recording an event
  14. 14. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Car Assembly Line Analogy Lug nuts torqued to specified tightness AND tire serial numbers logged Lug nuts torqued to specified tightness
  15. 15. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Here…Do This!
  16. 16. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Here…Do This!
  17. 17. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft ProspectAutomation Fill out webform Send Email Download Resource Time Employee Call Lead Schedule Consult
  18. 18. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Effective Workflow = Awareness “If you do something manually more than 3 times, take a step back and explore automating it fully or at least partially”
  19. 19. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Prospect Call to Schedule No Answer Time Employee Record Call Attempt Workflow Time: Approx. 3-5 minutes At $200/hr., this was a $10-$16.67 process Send Email With Times
  20. 20. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Logging a call schedule attempt AND providing two available times
  21. 21. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft ProspectAutomation Call to Schedule No Answer Time Employee Send Email With Times Record Call Attempt & Available Times
  22. 22. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft New Workflow Time: 30 seconds WHILE leaving message Workflow Time: Approx. 3-5 minutes Vs. $10-$16.67/workflow $1.67/workflow
  23. 23. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft How Simple Was The Workflow?
  24. 24. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Two custom Date/Time Fields: Internal Form Collecting Times:
  25. 25. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft I Was Manually Emailing THE SAME Email Each Time For Over A Year!
  26. 26. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Effective Workflow = Awareness “If you do something manually more than 3 times, take a step back and explore automating it fully or at least partially”
  27. 27. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Prospect Asks FAQ Time Employee Asked FAQ Note Write Email Answer
  28. 28. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Prospect Asks FAQ Time Send Pre-Written Email EmployeeAutomation Records FAQ Was Asked
  29. 29. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft How Simple Is This FAQ Workflow?
  30. 30. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft
  31. 31. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft The Name of the Goal, Is How It Displays
  32. 32. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Where To Find Notes and Internal Forms
  33. 33. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft ProspectAutomation Fill out webform Send Email Download Resource Employee Call Lead Schedule Consult
  34. 34. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft
  35. 35. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft What if there are more than one outcome?
  36. 36. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft ProspectAutomation Request To Be Affiliate Time Employee Make Decision Approved Follow Up Denied Follow Up
  37. 37. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft ProspectAutomation Request To Be Affiliate Employee Make Decision Approved Follow Up Denied Follow Up
  38. 38. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Vs.
  39. 39. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft What if there is no variance in the outcome of a particular task?
  40. 40. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft ProspectAutomation Fill out webform Send Email Request Physical Copy Time Employee Mail Copy Follow Up
  41. 41. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Task Completion Goal
  42. 42. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft ProspectAutomation Fill out webform Send Email Request Physical Copy Time Employee Mail Copy Follow Up
  43. 43. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Special #ICON14 Bonus Workflow Cookbook!!!! http://bit.ly/icon14-sokol1
  44. 44. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft
  45. 45. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Thank You So Much! Feel free to flag me down if you have any questions :) @voyicks

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