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Paul Sokol - Get It Done: Process

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Basic Track - ICON14

Basic Track - ICON14

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  • 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. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft
  • 3. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft
  • 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. 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. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Person Dry off Get Dressed Time Socks & Shoes Post-Shower Process
  • 7. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft What about an automated process?
  • 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. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft When does an automated process become a workflow?
  • 10. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft When does an automated process become a workflow?
  • 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. 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. 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. 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. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Here…Do This!
  • 16. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Here…Do This!
  • 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. 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. 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. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Logging a call schedule attempt AND providing two available times
  • 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. 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. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft How Simple Was The Workflow?
  • 24. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Two custom Date/Time Fields: Internal Form Collecting Times:
  • 25. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft I Was Manually Emailing THE SAME Email Each Time For Over A Year!
  • 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. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Prospect Asks FAQ Time Employee Asked FAQ Note Write Email Answer
  • 28. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Prospect Asks FAQ Time Send Pre-Written Email EmployeeAutomation Records FAQ Was Asked
  • 29. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft How Simple Is This FAQ Workflow?
  • 30. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft
  • 31. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft The Name of the Goal, Is How It Displays
  • 32. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Where To Find Notes and Internal Forms
  • 33. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft ProspectAutomation Fill out webform Send Email Download Resource Employee Call Lead Schedule Consult
  • 34. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft
  • 35. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft What if there are more than one outcome?
  • 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. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft ProspectAutomation Request To Be Affiliate Employee Make Decision Approved Follow Up Denied Follow Up
  • 38. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Vs.
  • 39. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft What if there is no variance in the outcome of a particular task?
  • 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. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Task Completion Goal
  • 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. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft Special #ICON14 Bonus Workflow Cookbook!!!! http://bit.ly/icon14-sokol1
  • 44. The Ultimate Event for Small Business Success. @voyicks @Infusionsoft
  • 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