Curriculum

Learning Objective: Identify and analyze repetitive tasks to uncover efficiency opportunities and streamline workflows with automation tools.

Key Topics:

• Identifying repetitive tasks suitable for automation.
• Workflow mapping techniques.
• Assessing automation potential.
• Introduction to Zapier, Integromat, and other workflow tools.
• Setting up simple automation workflows.
• Best practices for error-free automation.

Learning Objective: Streamline lead management, email marketing, and customer interaction through CRM automation.

Key Topics:

• CRM setup and lead management automation.
• Automating personalized customer communication.
• Tools for CRM automation (e.g., HubSpot, Zoho).

Learning Objective: Automate key financial tasks like invoicing, payroll, and financial reporting.

Key Topics:

• Invoicing and payment collection automation.
• Payroll systems automation.
• Tools for financial reporting automation.

Learning Objective: Simplify HR tasks like recruitment, onboarding, and time tracking through automation.

• Recruitment and onboarding automation.
• Automating time tracking and HR reporting.
• Popular HR automation tools.

Learning Objective: Implement marketing automation strategies for social media, email campaigns, and lead nurturing.

Key Topics:

• Automating social media posts.
• Setting up automated email campaigns.
• Tools for lead nurturing and customer engagement.

Learning Objective: Automate the sales pipeline, from proposal generation to order processing.

Key Topics:

• Sales pipeline automation techniques.
• Proposal and order processing automation.
• Integration of sales and marketing tools.

Learning Objective: Align sales and marketing efforts through integrated automation tools.

Key Topics:

• Sales-marketing data synchronization.
• Unified communication channels.
• Strategies for improving alignment between teams.

Learning Objective: Optimize inventory tracking, supplier management, and order fulfillment using automation.

Key Topics:

• Inventory automation tools.
• Automated supplier management.
• Real-time order fulfillment.

Learning Objective: Enhance customer support through chatbots, ticketing systems, and self-service portals.

Key Topics:

• Introduction to chatbot automation.
• Ticketing system setup.
• Building customer self-service solutions.

Learning Objective: Use automation to streamline data collection and reporting for real-time insights.

Key Topics:

• Data automation tools and strategies.
• Automated reporting systems.
• Real-time analytics and business intelligence.

Learning Objective: Secure IT infrastructure with automated monitoring, backups, and cybersecurity tools.

Key Topics:

• Automated cybersecurity solutions.
• Backup and disaster recovery automation.
• Network monitoring and security alerts.

Learning Objective: Ensure regulatory adherence through automation for compliance checks and document management.

Key Topics:

• Automating compliance reporting.
• Document management and audits.
• Regulatory tracking tools.

Learning Objective: Design automation solutions that scale with business growth and adapt to new processes.

Key Topics:

• Scalable automation systems.
• Flexible workflows.
• Adapting automation as business needs evolve.

Learning Objective: Train employees on automation tools, manage change, and support continuous learning.

Key Topics:

• Employee training strategies for new tools.
• Managing resistance to automation.
• Continuous improvement through feedback loops.