051 – Planning And Creating Automation Ready Processes With Kelsey Bratcher

This week’s episode Season 2 Episode 2 of The Get Automated Podcast your host Kelsey Bratcher breaks down how to go from standard business processes and standard operating procedures to full out automation. Mapping processes out via flowcharts, outlines, or just simply making a list. Then how that can translate into refining processes, outsourcing and ultimately automating to save time and money. Grab this week’s episode of the Get Automated Podcast to learn about this and much much more.

The best way to find more about Kelsey Bratcher go to https://www.linkedin.com/in/kelseybratcher or you can check out Get Automated https://www.hiredgunsolutions.com

Pro Tips

The big thing is that you’re identifying a bunch of different components of how your processes work in your business so that you can apply some of these automation techniques and some of the tools that I often talk about.
– Kelsey Bratcher

Guidelines are well-defined so that this person can drop into that position and execute them successfully with minimal support.
– Kelsey Bratcher

Quotes

Guidelines are well-defined so that this person can drop into that position and execute them successfully with minimal support.
– Kelsey Bratcher

Especially if it’s something that’s more business critical. So it needs to be spelled out for them and this is and how you would be able to delegate the task and thus create automation.
– Kelsey Bratcher

So that’s a that’s a relatively simple process that I’ve described but it can be made significantly more complex. When you start bolting in marketing automation, a CRM tool, things like Zapier, or more than one employee.
– Kelsey Bratcher

You hand them the standard operating procedure and they can follow it step-by-step to see those things through to a conclusion of some sort.
– Kelsey Bratcher

This document may evolve as your business grows. So like the way that you handle new leads coming in off of your website when you’re just getting started as a consultant, or an attorney, or somebody that’s in a service-based type of role, or even in a customer service type of situation. Compared to what you would do when you’re getting, ten, a hundred, two hundred, three thousand leads.
– Kelsey Bratcher

I’ve seen a lot of people use white boards in their office. Whiteboarding is awesome because you can quickly create something, change it, delete it, take pictures of it. You can move it around. Often times it’s a good rough draft for this type of thing.
– Kelsey Bratcher

A mind map software might be useful for that purpose. But not for business processes in my opinion because it struggles with the linear pathways that would need to be happening that a flow chart tool or an outline might better suit.
– Kelsey Bratcher

If this was The E-Myth he is that dude that one day might quit because I screwed up by not creating processes good enough to expand.
– Kelsey Bratcher

I mean any of these fancy coaching classes that you do, this is all that it is. I’m not saying that those don’t have value.
– Kelsey Bratcher

What does that look like in the future? For us it means that we are going to be able to more effectively measure the performance of our campaigns in an automated fashion to produce data that will help us retain customers, which will be potentially millions of dollars over the course of time.
– Kelsey Bratcher

Links

Infusionsoft
Zapier
Trello
Salesforce
Drip
Funnel Architects
Asana
Microsoft Office 365
Gliffy
Pipedrive
Google Sheets
Autopilot HQ
Google Slides
Zoho
WordPress
Integromat
ProcessPlan
Google Docs
Lucid Chart
Process ST

Reccommended Stuff To Check Out

Funnel Architect – Funnel Architect
Business Process Model and Notation – BPMN