Week 1-2: Foundation Setting
Audit Current State - Track all tasks for one week - Categorize by repetition and value - Calculate time spent on each - Identify top 5 automation targets
Tool Selection - Start with one integration platform - Choose tools already in company stack - Prioritize ease over features initially - Plan for scalability
Week 3-4: Quick Wins
Email and Calendar - Set up email templates - Implement scheduling tool - Create text expansion library - Automate meeting follow-ups
Expected time saved: 5-8 hours weekly
Month 2: Workflow Automation
Report Automation - Map current process - Identify data sources - Build initial automation - Test thoroughly - Document process
Integration Building - Connect 2-3 key platforms - Automate data flow - Create monitoring alerts - Build error handling
Expected time saved: 10-15 hours weekly
Month 3: Advanced Automation
Process Optimization - Implement major platform - Automate complex workflows - Build team adoption - Measure results
Revenue Generation - Launch passive income stream - Automate sales processes - Build scalable systems - Track financial impact
Expected time saved: 20+ hours weekly