
AUTOMATION COURSE for Small Mid Sized Business,
[$150 USD/ £110 GBP]
Index Content Sections modules inside this Online Course
This course is divided into below section/modules.
AUTOMATE- Marketing Sales Automation
-
1.1 Track all your leads/CUSTOMER ON BOARDING FORM & related Spreadsheet to organize all at a single place using MASTER SHEET Tool on Google Sheets
-
1.2 Creating Network Master FORM & Spreadsheet to organize all your contacts with automated reply “Nice talking to you”
-
1.3 Create Sales Order connected to Master Sheet to organize your sales data
-
1.4 Use Quotation Automation to instantly create, store and send quotations using Google Sheets.
-
1.5 If you have many sales/tele callers/ distributors then instead of using "Whatsapp/Email/costly Software to get Daily Sales Status" you can also Create a Daily Sales Report Forms for each Sales Guy/Distributor connected to spreasheet in Master sheets to always know what is your sales performance updated real time for free.
-
1.6 Send automatic payment followup reminder on emails/whatsapp/both with a single click using Google Sheet automation tool. [Please note This is strictly for FINANCIAL PAYMENT REMINDER and many online payment gateways like pay links, installments, etc type features already have in built. But there are many business deals transactions where you may need to remind on email or whatsapp phone then you can use Automation for this to save your time ]
-
1.7 Never miss a follow-up with follow-up tracking and automated REMINDERS for task, deadline, progress status, etc type anything NON FINANCIAL which you need while dealing with your team, vendors, back-end & front end ; specially whatever task you think you might need to follow up & send reminders. This way get a complete history of follow ups with a lead using the MASTER SPREADSHEET
-
Create Sales Analysis Dashboard in Sales Master Sheet to analyze how your Sales team is performing
-
1.8 WHATSAPP AUTOMATION Complete (sending Message, chat bot)
-
1.9 AUTOMATE ENTIRE WORKFLOW with automated messages on EMAIL & WHATSAPP, automated transaction details automatically coming on Spreadsheet/Excel
-
1.10 Automatically Replying to Reviews on Google, facebook reviews & AUTO REPLY on comments on social media
-
1.11.-[Customer Care] Automate customer support with the help of the customer helpdesk tool. Automatically update the customer about their support ticket status updates
-
1.12- [Customer Care] Customer Details On-boarding Process, Workflow in spreadsheet & simple rough Documentation(so later you can duplicate/ delegate to assistant if needed)
-
1.13 Create your Sales Marketing Toolkit - Sales emails and Starndard messages, brochure pdf/words doc, landing page, whatsapp Quick replies, whatsapp profile etc
-
a. Take customer feedback and online reviews wherever you can online reviews, google reviews, facebook reviews, amazon online portal, app if you are selling online ] or very simply take customer feedback review testimonial on email or video review etc
-
b. Take video testimonials for satisfied clients. Add videos to showcase you products and videos, customer testimonials, value videos etc ON your Free Whatsapp Business Brochure; Google My Business Page; Linkedin Profile & Page ; FB Youtube & MOST IMPORTANTLY on if you have taken any paid free online lead generation site like Just dial, Indiamart, Craigslist, yellow pages, sulekha etc
-
c. Complete all free features of whatsapp , FEATURES like Whatsapp Business Brochure; Whatsapp QUICK LINKS in whatsapp Profile with photos, videos, price, website location of your product services, video testimonials,etc update with details of your services brochure & index
-
d. Create a brochure using Google Slides to share the brochure with your clients that is always up to date
-
e.Create a website that generates leads for your business using free Google site or using premium plans of wix/ godaddy,etc
-
f. Create all Free online profiles like create link Google MAP & Google My Business Page; Linkedin Profile & Page ; FB Youtube & MOST IMPORTANTLY on if you have taken any paid free online lead generation site like Just dial, Indiamart, Craigslist, yellow pages, sulekha
-
AUTOMATE- Operations, Internal Processes, Documentation, workflow, etc Automation
1.- Create a Order tracking sheet to track the progress of your Orders
2 Create forms to collect data from clients/vendors
3-Create Product/Item Master, if you are a Manufacturer/Trader/E-Commerce
4 Track your Inventory if you keep stock of some RAW MATERIAL or if you are a Trader or a Manufacturer
5- Use Google sheets tools and forms addons to automate any process workflow of your business using pably
Organize your Data (Final Finishing with Automation)
1- Store all your files on Google Drive to access them anywhere & anytime
2- Create Master Sheet (Just like Master Layout) to organize your data including Prospects/ Leads, CUSTOMERS, Employees, Influencers all things at one place just like an ERP in spreadsheet
3- Create Product/Item Master, if you are a Manufacturer/Trader/E-Commerce
4- Organizing Google Calender - Use Google Calendar to remind you for events and meetings
5- Free Google Keep App >> Use Google Keep to take notes digitally and share them with your team.Organizing To do list, quick notes, rough drawing, flow chart type with Google Keep . In Mobile App download Free Google Keep App. This is FREE app by google in built in our free gmail account. Main Benefit is that this gives a REAL TIME SIMULTANEOUS changes reflected updated across all devices like smartphone, laptop, desktop
6- Switch to Free Google Sheets/Docs instead of Paid softwares like Microsoft Excel & Words Docs to always have the updated version of files and work on them simultaneously with your teammates
7- Learn advanced Google Sheet functions to save time by automating workflows
8- Use Google Chat for internal team communication, for Two reasons first to keep your team away from distractions on Whatsapp & secondly to have a written record of all the internal communication & have system that promotes a relatively silent yet away from whatsapp/social media distraction work culture
7- [ Organizing Emails] To save time in Your Email messages, Create Ready Made STANDARD REPLIES to Standard Topics, frequently asked questions type as many messages questions in which have mostly standard ANSWERS to replied in Emails and you save these STANDARD REPLIES as ready made TEMPLATES/ Quick DRAFT in your EMAILS or create a New Google Docs to write save these STANDARD REPLIES . Usually these are only 10-20 Standard Replies which have mostly same COPY PASTED ANSWER but name of person is different. LIKE Email templates for the regular emails like, Payment followup, Sales emails, quotations, and other marketing mails.
8- [ Organizing Emails] You can also make something similar to your Somewhat Friendly Professional Relations to develop a being in touch once a quarter type somewhat semi-formal 2-3 line quick emails. This is specially suited if your line of profession [like doctors, cpa accountants, architects, realtors, lawyers, clothes fashion apparel, jewellers, etc] gets most leads buyers from your friends, neighbours etc type know circle.
9- [Organizing Emails] Pull LIST OF DATES of This year's Festival Holiday. As on now select those 1-2 Festivals that is coming in this month/ next month/ in these 4 months. Now what we want to do is Right Today itself Have a READY MADE quick standard Email Drafted to be send to this holiday festivals (rough first draft can be quick 1-2 mins & use free Canva to graphics images gifs videos) . Similarly Automate festival anniversary and birthday greetings STANDARD TEMPLATE for your clients
AUTOMATE- Employees HR process using Free Thing
-
1- AUTOMATE EMPLOYEE HIRING process (using FREE things)
-
2- AUTOMATE Employee ON BOARDING Process & New Employee Details (using FREE things) & Welcome Email to Employee having all the links to all the Forms like LEAVE Holiday Approval Form; Purchase & Reimbursement Form, etc
-
3- AUTOMATE Employee Internal Training (using FREE things)
-
4- AUTOMATE employee LEAVE approval process (using FREE things)
-
5- AUTOMATE purchase and reimbursement process (using FREE things)
-
And MUCH MORE
-
6- INTRANET by google
-
7- Use Task Delegation Tool to assign tasks to your team and get them completed on time with automatic daily e-mail reminders
-
8- Track daily, weekly, monthly, and fortnightly activities of your employees to make sure they get completed
-
9- Get the template of Team Performance Report on a Google Data Studio
-
10- Create Process flowcharts to create system that your team can follow
-
11- Plan your week ahead with help of Weekly Scheduler Tool
-
12- Use Project Management Tool( or SPREADSHEET) to always deliver your projects in time
AUTOMATE - Reporting of all Business Process
-
1 Learn how create reports setting Dashboard in Google sheets on any data
-
2 Learn how to create reports on Google Data Studio
-
3 Schedule reports to get them daily on email automatically
-
4 Create Sales dashboard
-
5 Create Order tracking dashboard
-
6 Create team performance, task dashboard
-
7 Embed reports of Intranet to access them anytime, even on your mobile/tablets.
Free RESOURCE KIT includes Excel Sheet Downloadable, editable but WITH FORMULAS & MACROS inside excel to get all things organised & structure on
1- Leads Customers Inventory Master Sheet [Excel Sheet]
2- Personal Finance Master Sheet[Excel Sheet]
Personal finance Master sheet excel sheet with FORMULA macros etc as downloadable editable Excel in Free Resource Kit
Clinic Patient Management Master sheet (excel sheet downloadable, editable) in Free Resource Kit
HEALTH CAMP EVENT Master sheet excel sheet with FORMULA macros etc as downloadable, editable in Free Resource Kit
FAQs
Does it have any MONEY BACK guarantee, if I am dissatisfied
No. There is No money back guarantee.
If you are dissatisfied, not getting good results then I will give EXTRA DEDICATED TIME to find & fix and make sure you are satisfied, as and if needed
How much is Fees ? Is it one time or do I need to pay per month ??
Course fees is one time of $95 USD for indian doctor course (Indian medico-legal angles) which you can pay lumpsum or in 2 equal installments half fees now and rest half fees after 1 month (30-35 days later)
You don't need to pay per month .It doesn't have anything thing like monthly subscription type fees
How will I get personal attention?? Do you take hundreds of course buyers per month ??
To give dedicated personal attention to each course buyers With the result pack intiative this zero cost ethical marketing training course program have already become very effective to maintain balance between theory & practical action implementation,
I have limited number of course buyers in each month /each batch size in both for existing Indian medico legal angles online course to maximum 15-18 per month [ Approx 3-4 per week] because this is the way i was doing it from last 2.5 years and so now I am much more practically experience on managing this much intake on ongoing basis and still easily have been managing in between stuff from last 2.5 years now
Even whenever future planned GROUP SESSION Overseas doctor training program in 2024-25, I have planned to restrict limited batch size around 20-25 per batch to maintain personal attention and results focus
Can Indian doctor course buyers attend FUTURE upcoming 2024-2025 overseas doctor group session batch with Overseas doctor??
No, Not as on now. Also because medico legal complexity, overseas patients psychology & overseas patient pays through social security number & medical insurance & dental membership plans which is totally different from India doctor requirements, Indian patients psychology is very different then overseas patients who are eager to legally sue doctor for mistakes ......so all the internal contents concept have to be changed and fine tuned as per overseas doctor requirements...........so practically in layman words if one is veg burger another is chicken burger ......all the internal ingredients recipe are different
Kindly note what works in USA Canada etc cannot be blindly copy pasted in India and vice versa.
Also I have limited batch size hand holding support capacity for overseas doctor because the entire group gets disturbed & lots of doctor valuable time gets wasted
How much Time does it take to complete this course ?? Do i need to do in 1 sitting like rigourous course or will i do it at my convenient self paced
This is a SELF PACED course . So you can decide your own comforable speed to complete this course as per your time availability.
From Time management angle, doctors can do this course easily on Dull days of week when less patients walk in. Every week have atleast 1-2 Dull day of week when less patients walks in , so you can easily squeze upto 90 mins on each of these dull day of week to cover up, and rest week days you can take out 10 mins here , 10 mins there so that SUNDAY is holiday for your family.
You cannot do the course in one sitting in most cases . Infact I recommed the other way based on Robin Sharma 1% improvement for next 100 days = 100% improvement productivity Principle customized for clinic doctors . I recommend that for inital 100 days you you follow 10 mins , 10 mins there Plus Squeezing 1.5-2 hours in slow moving day of week to keep sundays free for family friend
Practically speaking , since doctors life routiene is full of uplanned medical emergencies......we follow 100 days,1% improvement and majorly work on Dull Day of the weeks.
Can i Automate this ??
Yes, you can automate lot of things & You must try do automation to save time . BUT NOT ALL of them, As there are many conceptual videos theory part which tells the secret mantra, Right Way, Right time etc. Also each doctor have there own personalized unique working style . BUT good part is you still can automate many things but not all things.
There are also 3 mins To Do Exercise telling you in detail what things you can Practically automate using free Google drive, Google workspace & whatsapp broadcast list etc
But I recommended that you start automation only after 100 days or atleast 2 months because the intial 1 month is more of your learning curve, when you brainstorm from these new angles, Getting hang of things & doing controlled experiment on random sample size of 5-10 to get idea of how will you manage backend at your clinic, how will you supervise your staff etc type factors before you become aggressive on automating things to maintain healthy balance of HUMAN CARE & TECH AUTOMATION