Mastering Automation: Start with a Flow Chart

At BILT, we believe in the power of planning. If you want to transform your business operations through automation, it all starts with a flow chart. Before diving headfirst into the technicalities, lay down your ideas on paper—create a flow chart as your initial step.

This step acts as your roadmap for success. Include every single automation you plan to implement. Whether it's a simple email drip campaign or a complex customer management system, detail each component comprehensively.

Map out every workflow you intend to set up. Visualizing these elements clarifies the path, making it easier to pinpoint potential hurdles and address them proactively.

Don't forget the power of newsletters. They are key in maintaining client relationships and should be part of your automation plan.

Remember, comprehensive planning forms the foundation of effective automation. By methodically capturing each type of automation on your flow chart, your business will find itself on the fast track to efficiency and success.