full automation masterclass

Hey.

I’ve been releasing exclusive training content inside my free community, I have sent you all an invite and some have joined but click here to join

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

• Examples of automations you can use in your business

• How to continue to analyze poor automations

• How to always improve automations

And a whole lot more

B2B Operational Idea of the Week

Every single end of the week you should have an automation that collects all of your business data and it sends you an email or Slack message

In this message you get all the metrics for the week and how the progress is currently for the month

To allow you to adjust and tweak parts of the business to hit those metrics

Here Are Some Top Links for this Week

• Watch this if you can’t scale your b2b business

• Every system you need in your business in 2024

• Full A-Z breakdown on revamping operations for a lead gen company

Deep Dive

Part 1. Automations

Acquisition automations should be the main focus you have when it comes to not having any clients

For starting with a client or even 100 automations

These automations stay the same forever, they are something you build and stick during your whole business lifetime

Even if you are doing $100M/yr

This is the list of automations I recommend you build into your business:

1. Cold email replies

2. Stripe wins

3. Pre-call sequences

4. No Show sequences

5. No close sequences

6. Six-month nurture sequences

These are all centered around you making more money

For example, the cold email replies and stripe wins notify you so that you can act accordingly in the fastest time possible

Then you have all the different sequences in place

These come with the focus of making you more money

These have a massive return

A billion-dollar not doing this can pick up on easily $100M per year in extra revenue

Now let’s go over internal team notifications

Team notifications have the main focus of moving projects faster through the timeline

Projects get done faster → client capacity frees up / upsell current client → Money increases

Also these automations serve the purpose of keeping you and other C suite roles informed as to the daily progress and what needs to be looked at or not

These are the automations I recommend you implement:

1. EOD & BOD Form Reports

2. Task Notifications

3. Task Reminders

Implement these into whatever automation, project management, and other system software you are using for this

Now let’s talk about marketing automations

Most of the times the automation you need to put in place for marketing revolve around tracking data

Tracking data for that one YouTube video that you put out

Tracking how many views that got on the comparison to other YouTube videos

Looking how views to booked calls and what the comparison is

A lot of time it's just looking at the data and seeing if this happens to be an outlier or not

And seeing how you can make the video more like that one or better than that one if it didn't perform

It's about having each marketing asset you put out to be better and better

So the automations I'd recommend you add are:

• Calls booked source tracking

• Calls booked by platform tracking

• The biggest driver for calls booked by content

These are the main general ones but marketing automations are mainly anything related to putting out content, running ads, and newsletters

Pretty much generating more attention and tracking those metrics for future decisions

Now let’s go over service delivery automations

Service delivery automations with the main focus of having your client projects move faster, have happier clients working with you, generating more referrals, and son

But these automations are in the client’s best interest

The main automation you should have are:

• Client feedback on service

• Client feedback on deliverables

• Onboarding / Offboarding

• Recurring task auto-creation

• Client reports

• Project / status updates

These all allow your projects to move faster

It helps you increase client LTV

Thus making you more $$$

Part 2: Analyzing Additional Automations & Building Them

Analyzation Process

Honestly, the truth is sad but most of you don't know how to analyze for additional automations

You'll simply build what I mentioned above and that's it

You'll just copy and paste them and not expand at all

While that still works the results when you simply focus on what I mentioned and then use that as inspiration to seek further high-returning automations

For example, some of you will look at the onboarding automation and build that

And others will look at it

Build it

Then get inspiration to have an automation where you move clients through stages of the service delivery process and tasks get auto populated and so on

You need to think outside the box because every business is unique but if you look at your internal business then you can find out what else you can automate

Then you get in the process of looking at everything and seeing wherever you can automate

Hopefully, by the end of this training, the automation side of your brain starts to actively fire and you continue to get new ideas as the days go bye

You essentially should be sifting through all the useless information to extract key insights

Framework

This is the framework that I follow when looking for other automations or just to get my creative juices flowing that usually allows me to come up with more helpful automations:

1. Look at your internal client journey

2. Analyze where you can automate and remove the manual process and human labor

3. Look at competitors to seek inspiration for other automations

4. Ask Chat GPT for ideas

   1. Perform market research

   2. Give AI every single aspect of your offer and what you do

   3. Then ask it for unlimited automation ideas

5. Automate wherever you see fit

Part 3: How To Continuously Improve Your Automations

Chad Process

Now most of you will bang your head against the wall to try to figure out how you can improve your automations

Where are the bottlenecks and waste a shit ton of time on useless shit

You can either waste 10 hours staring inside zapier or make at your automations

Or

Simple provide AI with all the information on your automation with flaws you've noticed when you do test runs

Then have it provide you with a simple step-by-step fix for each flaw and how to overcome it

Then you simply just fix it

Instead of wasting 10 hours, you can fix these automations within an hour max

If you are buzzed out on a coffee or some other substance of your choice maybe even quicker

This is what I have done when I'm trying to bug fix 100s of different automations

Whilst trying to juggle getting new clients and all of the service delivery shit when it was just me in my agency

And I'd be able to fix dozens of different flaws in automations in a single day instead of spending a whole week on the bug-fixing

I was able to work smarter and harder at the same time

Which yielded under-waving results

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.

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