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Content provided by Chris L. Davis: Marketing Automation Expert. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chris L. Davis: Marketing Automation Expert or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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When Your Best Isn't Good Enough

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Manage episode 427143922 series 3537661
Content provided by Chris L. Davis: Marketing Automation Expert. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chris L. Davis: Marketing Automation Expert or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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Ep. 197 - Chris explores the challenging question: "What happens when your best isn't good enough?" He discusses the pitfalls of overcomplicated systems, the value of building with maintenance and scalability in mind, and the art of creating "dummy-proof" processes that even the least tech-savvy team members can execute. Chris shares insights on managing client expectations, real-life scenarios of complicated workflows, and why it's crucial to build strong foundations before adding advanced features. This episode is a must-listen for founders, marketers, and automation specialists looking to streamline processes and achieve better results with less complexity.
What You'll Learn:

  • 5:58 - Why it’s important to create flow charts that are easy to follow for yourself and others
  • 17:16 - The signs that a workflow in CRM software has become overcomplicated
  • 19:12 - Why it’s crucial to understand the ecosystem of the software you're using for automation
  • 23:15 - An expert tip that can improve efficiency in automation workflows
  • 28:45 - What it means to create "automated conversations" within your workflow tasks
  • 31:20 - The one thing you must keep in mind when building out a process to ensure any team member can execute it successfully
  • 33:15 - Why it’s important to resist the temptation to add too many features too quickly when building automation systems

Resources:

  continue reading

201 episodes

Artwork
iconShare
 
Manage episode 427143922 series 3537661
Content provided by Chris L. Davis: Marketing Automation Expert. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chris L. Davis: Marketing Automation Expert or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Send us a text

Ep. 197 - Chris explores the challenging question: "What happens when your best isn't good enough?" He discusses the pitfalls of overcomplicated systems, the value of building with maintenance and scalability in mind, and the art of creating "dummy-proof" processes that even the least tech-savvy team members can execute. Chris shares insights on managing client expectations, real-life scenarios of complicated workflows, and why it's crucial to build strong foundations before adding advanced features. This episode is a must-listen for founders, marketers, and automation specialists looking to streamline processes and achieve better results with less complexity.
What You'll Learn:

  • 5:58 - Why it’s important to create flow charts that are easy to follow for yourself and others
  • 17:16 - The signs that a workflow in CRM software has become overcomplicated
  • 19:12 - Why it’s crucial to understand the ecosystem of the software you're using for automation
  • 23:15 - An expert tip that can improve efficiency in automation workflows
  • 28:45 - What it means to create "automated conversations" within your workflow tasks
  • 31:20 - The one thing you must keep in mind when building out a process to ensure any team member can execute it successfully
  • 33:15 - Why it’s important to resist the temptation to add too many features too quickly when building automation systems

Resources:

  continue reading

201 episodes

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