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The Automation Playbooks: The Complete Guide to Automating YOUR Business

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I want this!

The Automation Playbooks: The Complete Guide to Automating YOUR Business

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7 ratings


  • Screenshots of exact dashboards & automations you can use across every department of your business
    • Sales
    • Finance
    • Marketing
    • Quality Assurance
    • Project Management
  • Our complete guide to dashboards & KPIs
    • Which graph types tell the best story?
    • Time buckets & grouping
  • The 6 "System Archetypes" (KPI guides, airtable setups etc)
    • Service List (fractional CXOs)
    • Pipeline (creative agencies, onboarding systems etc)
    • Funnel (cold email, sales, home services go here)
    • Matching Funnel (UGC, real estate, recruiting guys go here)
    • Performance Tree (ad agencies here)
    • Event Handler
  • The 4 "Task Archetypes" and what interface designs to use for each, depending on your volume
    • Round Strategy
    • Deliverable Creation
    • Approval
    • Candidate curation
  • Full systems & automation playbooks for business types like:
    • Real Estate Source applicants for property leases
    • Real Estate Broker properties (seller <-> hedge fund/investor)
    • Recruiting Source VAs/candidates for a role
    • Marketing SEO (local, content, technical, linkbuilding)
    • Marketing UGC
    • Marketing YouTube (longform, thumbnails etc)
    • Marketing Cold email lead generation
    • Marketing Ads
    • Marketing Landing pages (or graphic design, or anything agency that whitelabels creative/deliverables for other agencies), like "unlimited X" agencies
    • Marketing Social media, ghostwriting, newsletter writing, article writing
    • Home Services Roofing, lighting, electrical, flooring etc
    • Media Newsletters/blog/etc
    • Info products Coaching/Consulting


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Business Dashboards & Automated KPIs Course
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System & Task Archetypes Guide
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Automation Playbooks
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