The document discusses process automation and workflows. It explains that a process is a series of steps to achieve an end, while a workflow becomes automated when a human must take an explicit action. The presenter provides examples of automating common business processes like lead follow ups and FAQ responses using Infusionsoft's tools. He emphasizes that any manual task repeated more than 3 times should be considered for automation. The presentation provides guidance on building automated workflows with different outcomes and tasks.

1. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Get It Done: Process
Streamline Your Workflow
through Process Automation
Paul Sokol
Campaign Builder Mad Scientist, Infusionsoft
@voyicks

2. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft

3. The Ultimate Event for Small Business Success.
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4. 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

5. 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.

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@voyicks @Infusionsoft
Person
Dry off Get Dressed
Time
Socks
& Shoes
Post-Shower Process

7. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
What about
an automated process?

8. The Ultimate Event for Small Business Success.
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ProspectAutomation
Fill out
webform
Send Email
Download
Lead Magnet
Time
Automated Lead Magnet Process

9. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
When does an automated
process become a
workflow?

10. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
When does an automated
process become a
workflow?

11. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
ProspectAutomation
Fill out
webform
Send Email
Download
Lead Magnet
Time
Employee
Call Lead
Schedule
Consult

12. 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?

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Infusionsoft’s Workflow Toolkit
When you are recording an event AND collecting
information
When you are recording an event

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@voyicks @Infusionsoft
Car Assembly Line Analogy
Lug nuts torqued to specified tightness
AND tire serial numbers logged
Lug nuts torqued to specified tightness

15. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Here…Do This!

16. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Here…Do This!

17. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
ProspectAutomation
Fill out
webform
Send
Email
Download
Resource
Time
Employee
Call Lead
Schedule
Consult

18. 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”

19. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Prospect
Call to
Schedule
No Answer
Time
Employee
Record Call
Attempt
Workflow Time: Approx. 3-5 minutes
At $200/hr., this was a $10-$16.67 process
Send Email
With Times

20. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Logging a call schedule attempt AND providing
two available times

21. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
ProspectAutomation
Call to
Schedule
No Answer
Time
Employee
Send Email
With Times
Record Call Attempt
& Available Times

22. 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

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How Simple Was The Workflow?

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Two custom Date/Time Fields:
Internal Form
Collecting Times:

25. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
I Was Manually Emailing THE SAME
Email Each Time For Over A Year!

26. 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”

27. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Prospect
Asks FAQ
Time
Employee
Asked FAQ
Note
Write Email
Answer

28. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Prospect
Asks FAQ
Time
Send Pre-Written
Email
EmployeeAutomation
Records FAQ
Was Asked

29. The Ultimate Event for Small Business Success.
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How Simple Is
This FAQ Workflow?

30. The Ultimate Event for Small Business Success.
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31. The Ultimate Event for Small Business Success.
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The Name of the Goal,
Is How It Displays

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Where To Find Notes and Internal Forms

33. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
ProspectAutomation
Fill out
webform
Send
Email
Download
Resource
Employee
Call Lead
Schedule
Consult

34. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft

35. The Ultimate Event for Small Business Success.
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What if there are more than one
outcome?

36. The Ultimate Event for Small Business Success.
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ProspectAutomation
Request To
Be Affiliate
Time
Employee
Make
Decision
Approved
Follow Up
Denied
Follow Up

37. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
ProspectAutomation
Request To
Be Affiliate
Employee
Make
Decision
Approved
Follow Up
Denied
Follow Up

38. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Vs.

39. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
What if there is no variance
in the outcome of a
particular task?

40. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
ProspectAutomation
Fill out
webform
Send Email
Request
Physical Copy
Time
Employee
Mail Copy
Follow Up

41. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
Task Completion Goal

42. The Ultimate Event for Small Business Success.
@voyicks @Infusionsoft
ProspectAutomation
Fill out
webform
Send Email
Request
Physical Copy
Time
Employee
Mail Copy
Follow Up

43. The Ultimate Event for Small Business Success.
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Special #ICON14 Bonus
Workflow Cookbook!!!!
http://bit.ly/icon14-sokol1

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45. The Ultimate Event for Small Business Success.
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Thank You So Much!
Feel free to flag me down if you have any questions :)
@voyicks