–Jack Welch

“If the rate of change on the outside exceeds the rate of change on the inside, then the end is

near.”

The Tech Behind Headline Hunter

A Back Office Tour

2

theflowguys.com

Outline• Introduction

• Features of Screencast

• IT Wisdom From The Trenches

• The Business As A System

• Deep Dive Key Automations

• The Applications In Use

3

theflowguys.com

Introduction• IT Project Management Consultant

• Former Police and Military Officer

• Lived and worked in Antarctica

• Deliver multi-million dollar IT projects in large enterprises

• 30 years experience in IT

• Have been empowering large to small enterprises with automation and systemisation for my whole career

theflowguys.com

Features of Screencast• Chat on the right, feel free to talk about content

• Questions and subjects below, will be answered at the end

• Feel free to complete the Polls below

• Video available afterwards

• Transcript and part of a top secret operation to revealed soon

theflowguys.com

IT Wisdom From The Trenches

• Never store data on your Hard Drive, use Dropbox, Google Drive or OneDrive

• Move from programs installed on your Hard Drive to cloud based services where possible

• Don’t pay mega bucks for a all-in-one system

• Instead, invest in monthly subscription fees for best-of-breed systems

• Use the power of the web to automate data movement between systems

theflowguys.com

Business As A System• Consider your business model - here’s one I prepared earlier…

• Take the time to map out the customer’s journey

• From first touch point with your brand

• To being a raving fan

• Draw pictures of it

• List what can be automated & what needs to be automated - this is your Automation Project Plan

• Then just go through the list automating, soon there will nothing left to automate

• Don’t leave anything on the table

theflowguys.com

Virtual Reality• Think of where the people are - Facebook

• Think of a shopping mall analogy

• Sandwich Board - Lead Magnet

• Waiting Room - Headline Hunters - qualified leads

• Shop - Workshop Venue

• Green Room - Media Darlings - Hang with raving fans, see them achieve and succeed, provide support, like minded cool people

theflowguys.com

Key Automations• Lead Magnet (LBB) Campaign, 8 emails, growing a relationship with links to

purchase half-day workshop (trip wire).

• Trip Wire (Half-Day Workshop) Campaign, 8 emails, workshop tags & merge codes applied, text message 3 days out and text message night before.

• Two-Day Campaign, 8 emails, workshop tags & merge codes applied, manual registration from half-day, text message morning of including Google URL.

• Payment processing of payment plans & registrations, processing all day every day, auto escalation of missed payments to text messages up to three attempts, auto task sent to Help Desk for manual phone call.

• Automation of consult bookings with link for new registration in initial email and link to complete online Big Story assessment form.

• Clicking through these send a tag to IFS which allows us to run a report on who hasn’t completed the assessment and or booked in for their consult.

Campaign Plan for Lead Magnet

Campaign Plan Lead Magnet Nurture Campaign

Campaign Plan for Half-Day Workshops

Campaign Plan for Specific Half-Day Workshop

Campaign Plan for Two-Day Workshops

Campaign Plan for Specific Two-Day Workshop

Applications in Use• Wordpress Website using the awesome Thrive Ignition Theme

• Infusionsoft - Payments & Campaign Automation

• Help Scout - Global Help Desk - displays data directly from Infusionsoft

• AppointmentCore - Automation & integration with Google Calendar

• Survey Monkey - Big Story Assessment

• Zapier - moves data & triggers tags between Infusionsoft, Custom Attendance App, Xero, Survey Monkey, AppointmentCore

• Xero - Business Finance System

• Asana - internal task & project management

• Harvest - staff timesheet

• Google Calendar

• SLACK! - internal and external chat channels