Automate the F$%K Out of Your Agency
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This document summarizes Noah Learner's biweekly webinar on automating agency processes. Noah discusses establishing an automation framework and identifying processes that can be automated, such as reporting, onboarding, catalog updating, and routine communications. Potential automation tools mentioned include Zapier, IFTTT and Google Sheets. Noah stresses starting simple and planning for failures when automating work.
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Automate the F$%K Out of Your Agency
- 1. @noahlearner | noah@bikeshopseo.com President, Bike Shop SEO Noah Learner I’m a family guy who loves fly fishing. I host a biweekly Agency Automation Hangout. Check it out on YouTube. And I really love Tacos.
- 2. @noahlearner | noah@bikeshopseo.com Automate the F$%K Out of Your Agency
- 3. @noahlearner | noah@bikeshopseo.com Account Management, Strategy, Execution, Design, Development, Sales, Meetings, Reporting. Everything has a Process. What can and more importantly, should we automate?
- 5. @noahlearner | noah@bikeshopseo.com Today we’re going to deal with Time because
- 7. @noahlearner | noah@bikeshopseo.com We’re going to look at: ● Our Automation Framework ● Automation Use Cases ● Automation Tools
- 9. @noahlearner | noah@bikeshopseo.com Any process you do more than 3 times is a candidate for automation.
- 11. @noahlearner | noah@bikeshopseo.com Does this task make me miserable?
- 12. @noahlearner | noah@bikeshopseo.com How many times am I doing this task?
- 13. @noahlearner | noah@bikeshopseo.com How much time do I or my team spend on the task?
- 14. @noahlearner | noah@bikeshopseo.com How much does that time cost me?
- 15. @noahlearner | noah@bikeshopseo.com Will it allow me to dump a paid service?
- 16. @noahlearner | noah@bikeshopseo.com Will automation save me time and money? If YES AUTOMATE!!!
- 21. @noahlearner | noah@bikeshopseo.com Reporting (We covered this Last Year)
- 22. @noahlearner | noah@bikeshopseo.com Here’s a Demo Dashboard you can get started with.
- 25. @noahlearner | noah@bikeshopseo.com PPC Feed Management
- 26. @noahlearner | noah@bikeshopseo.com Process - Refresh PPC feed with Node Server on daily basis. - When it’s done triggers apps script that pulls fresh feed into G- Sheet. - Manipulate/clean data - optimize fields for clicks. - Push to marketing channel (Merchant Center, Facebook catalogs) of your choice. Big Props to Nico Brooks for his help with this!!!
- 27. @noahlearner | noah@bikeshopseo.com Routine Communications
- 28. @noahlearner | noah@bikeshopseo.com These two saved me 1.5 hours per month!
- 29. @noahlearner | noah@bikeshopseo.com Monthly Project Management
- 30. @noahlearner | noah@bikeshopseo.com The Problem: Team members found it difficult to see what tasks were due when they recurred each month. The Solution: 1. Improve Visual Clarity 2. Automate the process of tasklist creation and task assignments based on: a. Project Category b. Team member roles.
- 32. @noahlearner | noah@bikeshopseo.com Catalog Updater
- 33. @noahlearner | noah@bikeshopseo.com Collection Page Find the CSS / Xpath to hook into Build Custom Extraction Feed it your list of URLS to crawl Export to Drive or Dropbox
- 34. @noahlearner | noah@bikeshopseo.com Updated Drive file pulls crawl into catalog updater Allows us to build catalogs 10x faster than through the ecomm platform.
- 35. @noahlearner | noah@bikeshopseo.com Google My Business Q + A Manager
- 37. @noahlearner | noah@bikeshopseo.com The Automation Mindset is one of synthesizing concepts together. We are building simple microservices not complex software.
- 39. @noahlearner | noah@bikeshopseo.com Google Sheets is your most flexible data source. Learn how to Data Wrangle, or manipulate data to get it into a usable format. PROTIP: CIFL and Ben Collins are killer resources.
- 40. How we move data around The Google Sheets Stack Data Inputs Monitoring & Alerting Dashboards API CALLS
- 41. @noahlearner | noah@bikeshopseo.com - Connects your favorite software together. - More than 1500 Apps on platform - Triggers + Actions - Also allows you to work with APIs + Webhooks directly.
- 42. @noahlearner | noah@bikeshopseo.com - Work similarly to Zapier, but instead of Zaps you are building scenarios. - It handles multiple paths much easier than Zapier. - Less expensive, but less Apps (337Apps) - The Killer Feature: Allows you to interact with Servers.
- 48. @noahlearner | noah@bikeshopseo.com #Fails Happen Plan for them!
- 50. @noahlearner | noah@bikeshopseo.com Did my Client Feeds Get regenerated? Do I have Google Merchant center Issues I need to fix?
- 51. @noahlearner | noah@bikeshopseo.com #Next Steps ● Start Simple, layer on complexity over time! ● Check out Agency Automators ● Reach out with questions noah@bikeshopseo.com
- 52. @noahlearner | noah@bikeshopseo.com THANK YOU!!!