The Automation Playbooks: The Complete Guide to Automating YOUR Business

OpsKings

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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