Automation Blueprint Checklist

Automation Blueprint

Step-by-step checklist to systemize and scale with automation

🔍 Assess and Identify Automation Opportunities

Map current business workflows Identify repetitive/manual tasks Prioritize processes with high ROI potential

🛠️ Choose the Right Tools

Select automation platforms (e.g. Zapier, Make, Pabbly) Choose CRM/email tool (e.g. ActiveCampaign, HubSpot) Integrate scheduling (e.g. Calendly) & payment tools

⚙️ Design and Build Automation Workflows

Create trigger-based workflows (e.g. form submission → email → task) Set up conditional logic and filters Add error handling and fail-safes

📨 Marketing & Lead Nurture Automation

Build welcome email sequences Create cart abandonment automations Implement lead scoring and segmentation

📊 Client Onboarding & Service Automation

Automate contracts, invoices, and intake forms Trigger onboarding emails & calendar invites Set up project/task auto-generation (e.g. Trello, Asana)

🧪 Test, Optimize, and Monitor

Test all workflows in sandbox/live mode Monitor performance & fix any failures Optimize flows for speed & user experience

🚀 Scale Automation Across Teams

Train team on using automation tools Document processes with SOPs Expand automations into sales, support & fulfillment