Agency Blueprint Podcast

Season 11 | Ep 124 | Your Freedom Through Automation

Written by Robert Patin | Mar 1, 2024 8:00:00 AM

Did you know there are some automation things you can do to reduce menial work in your agency?  

In this episode of The Agency Blueprint, I explain how to leverage automation so you and your team can focus on adding value to your agency. I also explain how automation allows your team to focus more on where they should be providing value to the client and agency.

Don’t miss the episode to learn how to use Zapier software integrations to remove administrative work, make your agency more accurate, and save yourself from tedious work.  

Key Questions:   

  • [01:16] What menial work doesn’t feel valuable for you or your agency, and how can automation help you? 

What You’ll Discover: 

  • [02:10] The importance of investing time into automation within your business to reduce workload and save time.  
  • [04:28] Take an inventory of the different software you’re currently using and understand how you can integrate them to communicate. 
  • [05:43] How to use Zapier automation and integration for client onboarding and sending out the first invoice. 
  • [09:14] Other things you can do in Zapier integration to create an entire workflow in your agency.