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Virtual CTO

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  1. 1. Why do your processes need Automation
    2 Topics
    1. Why automation is not just cool, but critical
    2. Automation tools and how to access and use them
  2. 2. Automation Tool Box
    7 Topics
    1. LeadSimple
    2. Zapier
    3. Google Workspace
    4. Webforms
    5. Loom
    6. Slack
    7. Direct Mail Automation
  3. 3. Digitizing your Essential Processes
    6 Topics
    1. Setting up LeadSimple for Success
    2. Creating your Monthly Task Process
    3. Owner Onboarding Process
    4. Property Onboarding Process
    5. Late Rent Process
    6. Lease Violation Process
  4. 4. Zapier for LeadSimple
    7 Topics
    1. Navigating Zapier
    2. Organizing Your Zaps
    3. Zapier Native App - Formatter
    4. Zapier Native App - Schedule
    5. Zapier Native App - Filter
    6. Zapier Native App - Paths
    7. Zapier Native App - Delay
  5. 5. Automation in your Communication
    4 Topics
    1. What type of communication should I focus on?
    2. Triggering internal communication in Slack from LeadSimple
    3. Sending calendar invites from LeadSimple tasks
    4. Maximizing custom fields to personalize communication
  6. 6. Automation in your Marketing Processes
    3 Topics
    1. Making marketing consistent with LeadSimple
    2. Triggering direct mail from a LeadSimple Task
    3. Social Media Posts when a new owner signs up
  7. Live Recordings
    15 Topics
    1. Session 1
    2. Session 2
    3. Session 3
    4. Session 4
    5. Session 5
    6. Session 6
    7. Session 7
    8. Session 8
    9. Session 9
    10. Session 10
    11. Session 11
    12. Session 12
    13. Session 13
    14. Session 14
    15. Session 15
Virtual CTO 2. Automation Tool Box Slack
Lesson 2, Topic 6
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Slack

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