Post on 07-May-2015
description
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Get It Done: ProcessStreamline Your Workflow through Process Automation
Paul SokolCampaign Builder Mad Scientist, Infusionsoft@voyicks
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Who is Paul Sokol?
(aka why pay close attention today)
• Automating with Infusionsoft since ‘08• Efficiency disciple
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
What is a process?
A series of actions or steps taken in order
to achieve a particular end.
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Pers
on
Dry off Get Dressed
Time
Socks& Shoes
Post-Shower Process
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
What about an automated
process?
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Pro
spec
tA
uto
mati
on
Fill outwebform
Send Email
DownloadLead Magnet
Time
Automated Lead Magnet Process
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
When does an automated
process become a workflow?
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
When does an automated
process become a workflow?
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Pro
spec
tA
uto
mati
on
Fill outwebform
Send Email
DownloadLead Magnet
Time
Em
plo
yee
Call Lead
ScheduleConsult
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Call Lead
Your Workflow Must Be Explicitly Clear To Be
Effective
• What happened leading up to this point?• What exactly does the human need to do?• How does the human indicate this has been
done?
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Infusionsoft’s Workflow Toolkit
When you are recording an event AND collecting information
When you are recording an event
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Car Assembly Line Analogy
Lug nuts torqued to specified tightness
AND tire serial numbers logged
Lug nuts torqued to specified tightness
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Here…Do This!
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Here…Do This!
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Pro
spec
tA
uto
mati
on
Fill outwebform
SendEmail
DownloadResource
Time
Em
plo
yee
Call Lead
ScheduleConsult
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Effective Workflow = Awareness
“If you do something manually more than 3
times, take a step back and explore
automating it fully or at least partially”
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Pro
spec
t
Call to Schedule
No Answer
Time
Em
plo
yee
Record CallAttempt
Workflow Time: Approx. 3-5 minutesAt $200/hr., this was a $10-$16.67
process
Send EmailWith Times
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Logging a call schedule attempt AND providing two available times
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Pro
spec
tA
uto
mati
on
Call to Schedule
No Answer
Time
Em
plo
yee
Send EmailWith Times
Record Call Attempt& Available Times
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
New Workflow Time: 30 seconds WHILE leaving
message
Workflow Time: Approx. 3-5 minutes
Vs.
$10-$16.67/workflow
$1.67/workflow
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
How Simple Was The Workflow?
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Two custom Date/Time Fields:
Internal FormCollecting Times:
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
I Was Manually Emailing THE SAME
Email Each Time For Over A Year!
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Effective Workflow = Awareness
“If you do something manually more than 3
times, take a step back and explore
automating it fully or at least partially”
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Pro
spec
t
Asks FAQ
Time
Em
plo
yee
Asked FAQNote
Write EmailAnswer
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Pro
spec
t
Asks FAQ
Time
Send Pre-WrittenEmail
Em
plo
yee
Auto
mati
on
Records FAQWas Asked
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
How Simple IsThis FAQ Workflow?
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
The Name of the Goal,
Is How It Displays
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Where To Find Notes and Internal Forms
Tasks tab
Note Templates
Internal Forms
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Pro
spec
tA
uto
mati
on
Fill outwebform
SendEmail
DownloadResource
Em
plo
yee
Call Lead
ScheduleConsult
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
What if there are more than one
outcome?
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Pro
spec
tA
uto
mati
on
Request ToBe Affiliate
Time
Em
plo
yee
MakeDecision
ApprovedFollow Up
DeniedFollow Up
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Pro
spec
tA
uto
mati
on
Request ToBe Affiliate
Em
plo
yee
MakeDecision
ApprovedFollow Up
DeniedFollow Up
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Vs.
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
What if there is no variance in
the outcome of a particular task?
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Pro
spec
tA
uto
mati
on
Fill outwebform
Send Email
RequestPhysical Copy
Time
Em
plo
yee
Mail Copy
Follow Up
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Task Completion Goal
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Pro
spec
tA
uto
mati
on
Fill outwebform
Send Email
RequestPhysical Copy
Time
Em
plo
yee
Mail Copy
Follow Up
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Special #ICON14 BonusWorkflow Cookbook!!!!
http://bit.ly/icon14-sokol1
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Thank You So Much!
Feel free to flag me down if you have any questions :)
@voyicks