automation 101

masterclass on building A tier automations

Author

Tyler Bevacqua
August 28, 2024

Hey,

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In today’s newsletter we will go over the following:

  • Proper analyzing automations

  • What makes automation effectiveness

  • Getting clarity on improving your automations

And a whole lot more

B2B Operational Idea of the Week

Create and leverage a hiring AI-trained assistant, train it on all the data you are looking for within a specific role

This AI will be trained to point out the skills of each candidate

Give it all the characteristics and what this ideal person looks like, you can give it in a Google doc and then upload that PDF to the AI

Then you have a trained AI that picks out the few people with amazing skill out of the 100s or 1000s of bad candidates

Then you hop on a call to make sure they are not full of shit and match for culture

  • How to build a positive cold email reply notification automation

  • Build this hiring database system to keep track of candidates

  • Million-dollar CRM system

  • Automation hiring ranking system

  • Add $10,000 to your revenue with this onboarding automation

Automation Masterclass 101

What Is The Purpose

Most of you probably built an automation once and let it run forever

But my question to you, is why aren't you constantly improving the automations you put in place?

Think about it, if you build an onboarding automation that saves you 1 hour per client

If you take on 4 clients per month, you save 4 hours per month on those clients

But if you improve your automation to save even more time, you might be able to save an additional hour or two

That means you would save 8-12 hours per month instead of 4 hours

That is a 2-3X improvement

It would be stupid for you not to continue to save more time for each client

And that number only increases as you take on more and more clients and continue to scale

Framework

Every automation you build should follow this process:

  1. Analyze what can be automated

  2. Build automation around it

  3. Do 4 test runs

  4. Analyze any flaws and improve on them

  5. Analyze where you can automate more and more

  6. Do 4 more test runs

  7. Analyze any flaws as you run these tests

  8. Repeat steps 6-7 until you have an 80%+ effectiveness

Analyzing Your Automation Process

How do you judge an automation’s effectiveness?

Look at your automation and see how many different steps it covers in the process

Say for example you are planning to build an onboarding automation

You have the onboarding system which covers all the different steps from A-Z

Some are manual tasks you do and others are tasks your team members do

Let's say your onboarding has 20 different tasks

And right now your automation covers 10 tasks

Right now it's at a 50% effectiveness

The more steps you can automate the higher the effectiveness

Your goal in this instance would be getting as close to automating those 20 tasks as possible

If you can't then figure out how you can, maybe add a few steps or remove anything that serves no actual benefit

You won't ever get to 100% most likely because some manual tasks need to take place

But the closer you get the better

Automation Clarity

The most common mistake I see every b2b owner make is their lack of clarity

You don't know what you don't know

That sentence before should speak volumes to you

Because most onboarding automations I see for example for fine

They might be simple and serve a decent use case for their needs

But I then point out a few different steps they can add to help them a lot

And their jaws drop

Your automation might seem A1 to you but that is based on your perception of what good automation is

This happens time and time again

It would help if you gained clarity

The usual steps I recommend you follow are:

  1. Ask yourself, based on this automation is it top tier?

    1. If yes then you're golden

    2. Chances are you are saying no

  2. Based on this automation you might rate B-tier or even C-tier

  3. Analyze what are the current problems with it, and list them all

  4. List out all the manual tasks that take place

  5. Then reverse engineer the list

  6. Analyze what tasks are useless

  7. Analyze more on what you can automate

  8. Build

  9. Repeat this process until you can say without doubt your automation is A-tier

Poll

How I Can Help

  1. You can apply to work with my Agency. Bevacqua

  2. You can message me on twitter to talk more or find more content

  3. You can watch my youtube content

  4. Join our free community

  5. or, so can just reply to this email.

I reply to absolutely everybody who replies to me.