Before You Automate

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Before You Automate

Perfect your processes to streamline and scale your business
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Free Checklist
Before You Automate
Perfect your processes to streamline and scale your business
Fill out the form to get your free download.
settings
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Get the guide
By submitting this form, I agree to the terms in Ontraport's Privacy Policy.

Many entrepreneurs have realized that if they want to scale, they need to streamline their internal business processes. For some, this means using automation, but not all processes are meant to be automated. Before you automate, use this checklist to help you decide which processes to automate and which are better done manually.

In the Before You Automate checklist, you’ll work through the steps to take before you automate your internal business processes.
  • How to quantify every internal business process so you can start making data-based decisions

  • The best way to break down tasks into easily identifiable processes

  • How to distinguish automation-friendly processes from ones that are better done manually

  • To develop an objective view on every role in your business so you can spend your time and resources wisely

  • Why documentation matters so your team understands the importance of writing down each step

  • Why you need to continually review and improve processes so your business never gets left in the dust

Many entrepreneurs have realized that if they want to scale, they need to streamline their internal business processes. For some, this means using automation, but not all processes are meant to be automated. Before you automate, use this checklist to help you decide which processes to automate and which are better done manually.

In the Before You Automate checklist, you’ll work through the steps to take before you automate your internal business processes.
  • How to quantify every internal business process so you can start making data-based decisions

  • The best way to break down tasks into easily identifiable processes

  • How to distinguish automation-friendly processes from ones that are better done manually

  • To develop an objective view on every role in your business so you can spend your time and resources wisely

  • Why documentation matters so your team understands the importance of writing down each step

  • Why you need to continually review and improve processes so your business never gets left in the dust

"Before you automate your workflow, you should document all of your processes and go through them with a fine-tooth comb. In this step, you’re looking for edge cases — problems that occur when something operates at an extreme parameter and will derail your systems when you automate."
- Pin Chen, CTO of Ontraport
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