Tying Your Shoes Phase
Updated: Apr 25
Testing out your lead and onboarding automation sequence.
You’ve set up your workflow.
You’re eager to finally delegate your work to technology, but I would tie your shoes before you start running, to avoid an embarrassing fall!
We’ve got to test everything to make sure it’s all working before we put the workflow in front of a live customer.
Create a fake client.
Go through the process with their name and email (if you’re using a Gmail account, add +test or +1 to the email before the @ sign, all emails will go to your inbox.
You can actually add anything after the + sign and most apps will regard this as a new email, and yet you’ll see them in your Gmail inbox).
Ideally, you should have a flowchart that outlines the different steps in your workflow, and what automations work where, and based on what trigger.
I've created a flowchart for our workflow. It's not 100% complete, but it will give you an idea of what this will look like.
I color code my blocks based on the app they are referring to. Trying to stay as close as possible to the app colors.
Review the flow and make sure all the steps are working properly.
Across several micro-blogs we’ve covered how to set up your pipeline from initial contact to onboarding your client.
We’ve discussed setting up your pipeline in Airtable, or any other spreadsheet, PM or CRM tool.
We’ve set up scheduling links and integrated them with our pipeline.
We’ve sent out automated proposals or statements of work.
We created invoices automatically.
We then created folders in Google Drive and added files to the folders.
We’ve shared some of the folders and we’ve emailed our clients with instructions.
Now is the time to go forth and grow!
Enjoy all the extra time this workflow has created for you.
As always, if you have any questions, feel free to contact me.
Feel like you needed a clip that would help walk you through this?
Maybe you needed the Zaps ready to go instead of fiddling with it?
Did you feel like you would have loved to have the Airtable databases themselves?
Well… I've got you covered.
I have a PDF that you can purchase that includes everything I mentioned above. You can basically plug it all in with the help of clips and your workflow sequence will be up and running in no time.