Tools We Automate
OUR PROCESS
Identify
Thoroughly examine the current business processes, identifying tasks, decision points, and dependencies to understand the workflow's structure.
Conceptualize
Create flow charts to map the workflow, pinpointing optimal integration points for automation tools selection and implementation.
Implement
Integrate appropriate automation tools to handle repetitive tasks, data entry, and communication, reducing manual effort and minimizing errors.
Use Cases
Client Onboarding
Develop an onboarding process that includes automatically sending contracts, payment links, Onboarding forms after payment is done, all with a single status change in your CRM.
Sales Process
Implement a robust CRM system to streamline sales and automate notifications for key milestones, like interested replies and meetings, via Slack to clients. We are CRM agnostic, so whatever CRM you are using, we can integrate it with other tools.
Client Reporting
Automating the generation of weekly and monthly reports for clients, detailing the number of meetings booked, emails dispatched, and positive responses received, enhances the transparency of your service. This increased clarity adds more value, allowing you to justify a higher fee from your clients.
Project Management
Streamline your project management with automated task assignments, progress tracking, and deadline reminders in Notion. Integrate seamlessly with tools like Asana, Trello, Google Sheets, Slack, and Google Calendar for efficient communication and coordination. Enhance productivity and ensure timely project completion with our customized solutions.
Inbox Management
This involves setting up automated email sequences for specific responses, like out-of-office replies, directing positive feedback directly to your clients, and dispatching feedback surveys to clients who are not interested.
Service Delivery
Based on the platform you operate, you can automate the process of delivering the content to your target audience. For example for Digital marketing agency content delivery on Instagram, Twitter, LinkedIn etc can be automated.
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Case Studies
FAQ'S
Frequently Asked Questions
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What will the free audit call include?This wont be a sales call. In this call we will go through your complete business workflow and identify areas of automation and see if it makes sense for us to work together. Even though you decide not to continue, you will leave with valuable insights on automating your business.
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Will you be able to work with the platform we are using?We are platform agnostic, which means whatever platform you are using in your systems we will be able to integrate different tools with it as far they have APIs exposed.
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Are automation systems user-friendly for employees with limited tech skills?Yes, we choose automation systems that are intuitive and easy to use, minimizing the learning curve for all employees, regardless of their tech skills.
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How can we manage the impact of automation on our workforce?We take a proactive approach in reskilling employees by providing them training ensuring they are equipped to handle newly built automations.
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How can my business justify the high initial cost of automation?We focus on long-term savings and efficiency gains. The initial cost is an investment that pays off by reducing manual labor and increasing productivity over time so you can focus on making more sales.
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What about the reliability and maintenance costs of automated systems?We leverage tools like Make and Zapier which are quite known for their reliability and we plan for cost-effective maintenance, ensuring they remain more economical than manual processes. The maintenance cost will be free for the following one month and then a small monthly fees to maintain the systems.
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Will automation technology integrate smoothly with our existing systems?Absolutely, we ensure that our automation solutions are fully compatible and seamlessly integrate with your current systems to avoid any operational disruptions. We work with different tools to ensure a smooth integration.
Cases
Client Onboarding
Sales Process
Feedback And Serveys
Billing And Invoicing
Content Delivery
Client Reporting
Our Process
Identify
Conceptualize
Implement