Duration: 02:02:25

Wow! This week’s episode is amazing. Listening to it is guaranteed to change your life. Attorney Jonathan Tobin joins The Get Automated Podcast for Episode 17. Jonathan is the Owner of Counsel For Creators, which is a law practice built on automation. Kelsey
Bratcher and Jonathan are two men cut from the same cloth and it shows as this episode is over 2 hours long. There are way too many hi-lights to even list. So do yourself a favor and download Episode 17 of The Get Automated Podcast NOW!.

**Legal Disclaimer – Listening to this weeks episode is NOT guaranteed to change your life. Results may vary. Please consult a physician before beginning any automation program.**

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Pro Tips

The most important thing is being aware of your own processes.
-Jonathan Tobin

Find out what’s out there first of all…and and then at the same time think about what you know and what things you do in the day that can be automated.
-Jonathan Tobin

Quotes

People like to get carried away where they could I have one for this and this and this and this and it’s like you want to write, you know, 200 emails? Do you want to write and create, you know, 30 pieces of unique content that’s not email? Do you want to do all that and how long will it take you to do that?
-Kelsey Bratcher

One of the things again, which I tell other lawyers is don’t try to tackle it all at once…start broad start easy, you know start deceptively easy because it’s actually harder than you think to set these things up.
-Jonathan Tobin

Start simple, you know, I would say try something like a appointment scheduling or building a form in Formstack or Typeform.
-Jonathan Tobin

That’s something that she doesn’t have to do something. You don’t have to do it. Now. It’s happening pretty much every time sometimes stuff goes off the rails. But yeah pretty much every time and it’s done in the same way every time it.
-Kelsey Bratcher

You know as I’ve matured as a business owner or my interactions with clients. I’ve adopted more and more systems and processes so that you know when I leave my desk for the day that I’m in a good spot knowing that I don’t have anything pending or if I if I do then I know when I’m gonna do it.
-Kelsey Bratcher

You know the 80/20 rule that that so famous. That 80% the last 20% of what you need to automate it’s going to be 80% of the work. That is the way that I look at it.
-Kelsey Bratcher

It might be like if somebody contacts us by phone and goes to voicemail or a call after hours will have a task of call this person back or email this person to have them set up a call through Acuity.
-Jonathan Tobin

I like is if you can automate it, you know, if you automate like the intake process 95% of the people will just go by the system.
-Jonathan Tobin

Make it easy for the the customer or potential customer to escalate if they want to obviously, you know, I want to try to take care of as much stuff as I can. So if there’s an FAQ page, I can send them or some sort of manual that will answer their simple questions. That’s fine. But I know that some percentage of people are like, yeah, I don’t want to read that. I just want to talk to you about it.
-Jonathan Tobin

Links

Zapier

GSuite

Counsel for Creators

FormStack

Capsule CRM

Gmail

Autopilot HQ

Salesforce

Calendly

Mail Chimp

Medium

Acuity

Clio

AltLegal

Infusionsoft

AdobeSign

PandaDoc

SignNow

Typeform

Teachable

Thinkific

Thinkific