Business Automation Strategy: What to Automate in the First 90 Days
First automate capture, routing, reminders, reporting, and exception visibility before chasing advanced AI workflows.
Read field notePractical essays from the work: CRM builds, operating systems, marketing architecture, and how to move from chaos to shipped outcomes.
First automate capture, routing, reminders, reporting, and exception visibility before chasing advanced AI workflows.
Read field noteReduce tool chaos by assigning each system a job: source of truth, workflow engine, communication layer, reporting layer.
Read field noteChoose a project for a defined build and a retainer for ongoing diagnosis, governance, prioritization, and cross-functional execution.
Read field noteAsk about trade-offs, maintenance, ownership, deployment, data, security, reporting, and what not to build.
Read field noteVendor rescue starts with scope evidence, decision log, blockers, ownership, acceptance criteria, and a recovery plan.
Read field noteA founder operating system defines weekly metrics, decision queues, owner visibility, escalation rules, and systemized follow-up.
Read field noteKnow triggers, payloads, auth, failures, and logs in a practical, founder-friendly automation playbook.
Read field noteDocument owner, trigger, failure, and change history in a practical, founder-friendly automation playbook.
Read field noteReview logs, credentials, volume, and edge cases in a practical, founder-friendly automation playbook.
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