Automate the Process- Tools to Streamline Your Business

1. Automate the Process:
Tools to Streamline Your Business

2. John D. Saunders David J. Verjano
Meet the Team
Combined 15+ Years of Experience
Local, National, and International Clients
Contributed to:

3. Current Innovations in Tech & Automation
Define Different Areas That Can be Automated
Provide Examples of Automation Workflows
Breakdown Tools to Help You Streamline
Live Q&A Session
Today’s Agenda

4. How many hats
do you wear?
Bad News: You need to wear a ton of
hats if you don’t have an ample team or
huge budget to work with.
Good News: It’s easier than ever to
become an entrepreneur and start your
own business.

5. “The first rule of any technology used in a business
is that automation applied to an efficient operation
will magnify the efficiency.
The second is that automation applied to an inefficient
operation will magnify the inefficiency.”
- Bill Gates

6. As the Internet
of Things (IoT)
grows... More integrations.
More automation.
Better workflow.
IoT Market Projection:
● 2015 - 15.4 billion devices
● 2020 - 30.7 billion devices
● 2025 - 75.4 billion devices

7. Today’s Goal:
Save you time and run your
business more efficiently.

8. Some Areas to Automate
Accounting
& Legal
Marketing Project
Management

9. Accounting & Legal

10. These are tools we use DAILY to send invoices, track
time, manage receipts, expenses, and accept credit
cards.
Accounting Freshbooks / Wave
1. Setup Recurring Invoices
2. Integrate / Automate Expense Reporting
3. Cloud-Based
4. Kick-Ass Mobile App

12. MileIQ catches your drives automatically. The app
runs in the background tracking your miles and
creating a comprehensive record of your drives.
Accounting Mile IQ
1. Literally ONE STEP Reporting!
2. Categorizes Drives Instantly

14. LegalZoom helps customers create an array of
legal documents without having to necessarily
hire a lawyer.
Legal Legal Zoom
1. Trademarks
2. Agreements
3. Legal forms completed with EASE.

15. Marketing

16. MailChimp's marketing automation helps you stay
connected to your customers every step of the
way—and it's absolutely free.
Marketing MailChimp
1. Connect an eCommerce Store to improve buyer experience
2. Recapture sales and abandoned carts
3. Customize order notifications
4. Purchase follow-ups
5. Personalized product recommendations

17. Zapier makes it SUPER easy to automate tasks
between web apps.
Marketing Zapier / IFTTT
1. Get Notified of Brand Mentions (Reddit | Twitter)
2. Qualify Customers (Typeform | Google Sheets)
3. SMS Messages (Lead Forms | Calendly)

19. Tools like Sprout Social, Hootsuite and Buffer
help you automate and schedule several aspects
of your social media marketing:
Marketing Social Media Management Tools
1. Schedule Content
2. Social Listening
3. User Engagement
4. Reporting

21. Automating your ecommerce store is crucial to
scaling the business. Here are a few of our favorite
automation tools and how to leverage them
Marketing Shopify Automation
1. Dropify
2. RetargetApp
3. Wheelio

22. Project Management

23. You and your team already collaborate on
documents, project planners, CRM’s, and learning
management systems. With Loom, any video you
record can be watched directly where it is shared.
Project Management Loom Video
1. Communicate with customers the new way with quick
videos
2. Move work forward with quick videos in Asana
3. Create visual reports in seconds

25. These dashboards can help you see the big picture,
but they can also help you make improvements in
very specific ways.
Project Management Analytics Dashboard
General Analytics Dashboard
SEO Dashboard
Social Media Dashboard
Geo Dashboard
Mobile Dashboard
Entrance / Exit
Tech. Dashboard

26. Slack, a team communication platform and Asana,
a task management tool can create the perfect
automation marriage. Here’s how:
Project Management Slack & Asana
1. Add new messages in a Slack channel as Asana tasks
2. On a new task in Asana, set a reminder in Slack
3. On a new subtask in Asana, send a direct message in Slack

29. Also know as “CRMs”, companies like Salesforce,
Hubspot and Insightly offer platforms to keep track
of the customer experience.
Project Management Customer Relationship Management
1. Sales Funnel Tracking
2. Drip Email Campaigns
3. Lead / Prospect Alerts
4. Reporting

30. Final Notes
Stay ahead of automation and tech trends
Find tools that work for your team
Actively seek tool integrations

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32. Q&A