Automation Strategies for Scale for Non-Marketing Processes feat. Irit Levi

All Systems Go! Marketing Automation and Systems Building with Chris L. Davis

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Ep. 191 - Looking past the typical marketing automation, where else in your business can you implement automated systems to drive efficient scaling? This week, Chris invites on Irit Levy to discuss the vast potential of automation beyond just marketing processes. Irit shares successful use case scenarios where she optimized task management which led to automating daily recurring tasks and reducing both overwhelm and human error. She also highlights unique ways she’s using automation in her own business, like using Airtable for her CRM which allows proposals to be generated with a single click after calls. Tune in to learn how you can identify new areas that are ready for automation in your own processes, from project management to customer interactions.

What You'll Learn:

• 4:36 - Chris and Irit share their opinions on using AI in your business
• 13:18 - Why it’s important to look at software choices through the lens of future scalability needs rather than just current requirements
• 21:50 - Irit’s secret process that will lead to identifying optimization opportunities in your business
• 25:12 - The hidden costs of team members constantly switching between disparate tools and doing manual data entry
• 27:03 - Why consistent naming conventions are so crucial for automating processes effectively
• 34:34 - What makes Google Workspace such a powerful hub for automations
• 37:51 - How has Irit been able to use Airtable as her full CRM system while integrating proposals, contracts and more

About Our Guest:

Irit helps coaches, creatives, and consultants scale their businesses with process, strategy, software, and automation. She has provided 13,697+ software recommendations over the years. But at her core, she's about SCALABILITY, not software. Her approach is different because she believes technology is just a tool. It's only as valuable as it is helpful.

Resources:

• Airtable
• Google Workspace
• Subscribe to the Automation Bridge YouTube Channel
• Start Your Automation Bridge Community Membership
• Watch the 3 Segments Webinar Training