Business Process Automation: What We've Learned From 250 Projects

Let's face it, businesses share many business processes in common with each other. Be it lead generation, contracting, project management, asset management, client communication, invoicing... there are many pieces that can allow us to build an automated business system to 80% completion (and add the final coat of polish with 20% services) rather than clients feeling the need to reinvent the wheel and face 100% custom projects (and the price tag that comes with it!)

Here's an overview of the systems we have been building for our clients - if nothing else, it can serve as a model for how you might automate your own business.

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🎯 Want your own automation system, or have a project in mind?
Book a FREE 30 minute consultation call, let our experts help you!
👉 https://leeman.io/call-OpmSDGk
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00:00 A model for an automated business
01:50 Account & Contact creation / duplicate detection
03:22 Generating contracts with dynamic data
06:05 Creating a customer in Quickbooks
06:55 Project & Task templating engine
08:27 Time tracking & billing
09:33 Automatically generating invoices and sending via Quickbooks