paul sokol - get it done: process

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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

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Page 1: Paul Sokol - Get It Done: Process

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

Page 2: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

Page 3: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

Page 4: Paul Sokol - Get It Done: Process

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

Page 5: Paul Sokol - Get It Done: Process

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.

Page 6: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

Pers

on

Dry off Get Dressed

Time

Socks& Shoes

Post-Shower Process

Page 7: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

What about an automated

process?

Page 8: Paul Sokol - Get It Done: 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

Page 9: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

When does an automated

process become a workflow?

Page 10: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

When does an automated

process become a workflow?

Page 11: Paul Sokol - Get It Done: Process

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

Page 12: Paul Sokol - Get It Done: Process

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?

Page 13: Paul Sokol - Get It Done: Process

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

Page 14: Paul Sokol - Get It Done: Process

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

Page 15: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

Here…Do This!

Page 16: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

Here…Do This!

Page 17: Paul Sokol - Get It Done: Process

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

Page 18: Paul Sokol - Get It Done: Process

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”

Page 19: Paul Sokol - Get It Done: Process

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

Page 20: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

Logging a call schedule attempt AND providing two available times

Page 21: Paul Sokol - Get It Done: Process

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

Page 22: Paul Sokol - Get It Done: Process

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

Page 23: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

How Simple Was The Workflow?

Page 24: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

Two custom Date/Time Fields:

Internal FormCollecting Times:

Page 25: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

I Was Manually Emailing THE SAME

Email Each Time For Over A Year!

Page 26: Paul Sokol - Get It Done: Process

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”

Page 27: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

Pro

spec

t

Asks FAQ

Time

Em

plo

yee

Asked FAQNote

Write EmailAnswer

Page 28: Paul Sokol - Get It Done: Process

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

Page 29: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

How Simple IsThis FAQ Workflow?

Page 30: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

Page 31: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

The Name of the Goal,

Is How It Displays

Page 32: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

Where To Find Notes and Internal Forms

Tasks tab

Note Templates

Internal Forms

Page 33: Paul Sokol - Get It Done: Process

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

Page 34: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

Page 35: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

What if there are more than one

outcome?

Page 36: Paul Sokol - Get It Done: Process

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

Page 37: Paul Sokol - Get It Done: Process

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

Page 38: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

Vs.

Page 39: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

What if there is no variance in

the outcome of a particular task?

Page 40: Paul Sokol - Get It Done: Process

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

Page 41: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

Task Completion Goal

Page 42: Paul Sokol - Get It Done: Process

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

Page 43: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

Special #ICON14 BonusWorkflow Cookbook!!!!

http://bit.ly/icon14-sokol1

Page 44: Paul Sokol - Get It Done: Process

The Ultimate Event for Small Business Success.

@voyicks @Infusionsoft

Page 45: Paul Sokol - Get It Done: Process

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