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Course Content

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1. Why do your processes need Automation 2 Topics

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Why automation is not just cool, but critical

Automation tools and how to access and use them

2. Automation Tool Box 7 Topics

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Google Workspace

Direct Mail Automation

3. Digitizing your Essential Processes 6 Topics

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Setting up LeadSimple for Success

Creating your Monthly Task Process

Owner Onboarding Process

Property Onboarding Process

Late Rent Process

Lease Violation Process

4. Zapier for LeadSimple 7 Topics

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Navigating Zapier

Organizing Your Zaps

Zapier Native App – Formatter

Zapier Native App – Schedule

Zapier Native App – Filter

Zapier Native App – Paths

Zapier Native App – Delay

5. Automation in your Communication 4 Topics

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What type of communication should I focus on?

Triggering internal communication in Slack from LeadSimple

Sending calendar invites from LeadSimple tasks

Maximizing custom fields to personalize communication

6. Automation in your Marketing Processes 3 Topics

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Making marketing consistent with LeadSimple

Triggering direct mail from a LeadSimple Task

Social Media Posts when a new owner signs up

Live Recordings 15 Topics

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