Salt Lake City · Beyond Wealth

Automation Quickstart

Build one reliable workflow, from its trigger to a human handoff and weekly measurement.

Self-paced education · $47 one-time · 8 lessons. Automation tools, provider usage and done-for-you implementation are separate.

What you will practice

1. Find the work worth automating — Map five recurring tasks
2. Build a clear trigger and stop rule — Write your trigger in one sentence
3. Create a usable CRM pipeline — Define stage entry criteria
4. Design the handoff to a human — Write three escalation rules
5. Connect tools with the least access needed — List each required connection
6. Test failures before launch — Test six failure cases
7. Measure the workflow weekly — Record a baseline
8. Launch one system, then expand — Document the live workflow

Who it fits

Service-business owners and beginners who want to apply the work to one real process. Bring your current tools and a small, manageable use case.

Prefer to begin without paying? Explore Your Next Chapter. Need implementation? Discuss managed automation.