
How You Can Save Time, Money, and Effort Through Automation
for Hyper-efficiency
Pipe dream to Reality

I can tell you – I am a fan of automation on ONE condition.
It wasn’t too long ago when automation started to become the rave.
Leaders in the industry utilized APIs and webhooks to talk to each other. It led to massive productivity gains. Yet, people are bamboozled by it. They try to launch it, only to discover it ‘costs too much’.Â
However, it’s often because they fail to do proper study of automation.
And this is related to the condition I’m talking about.Â
Processes must be mapped, AND tested for optimization, if you want to ever get to automate it.
But… those who find it expensive don’t anticipate changes in software connections.
The automation fails, leading to a need to reprogram it.
Let’s take a step back.Â
Remember that the fundamental goal in business is to free up your time. You have higher value things to do.
To do that, you need to be thinking about efficiency!
Let’s recap Super Scaling’s ROAD funnel.Â
It’s a neat way to tidy up your processes.Â
Think of it as your guide to cutting clutter and boosting efficiency.Â
First, you Remove what’s unnecessary. Then, Optimize what’s left. Can’t be done manually? Automate it. Lastly, Delegate what you can’t automate.Â
Simple, right?
Now, why is automation a big deal today? It’s all about doing more with less. Automation lets us speed up tasks, reduce errors, and save time. But here’s a mix-up: automation isn’t just AI. AI is smart, learning as it goes. Automation is about setting tasks to run by themselves, smart or not.


Founders, eager to automate, often stumble. Here are the top five oops moments:
- Rushing in Without a Plan.
Jumping into automation without a strategy? That’s a no-go. - Overlooking the Human Touch.
Machines are cool, but they can’t replace human creativity and insight. - Assuming More Tech Equals More Efficiency.
Throwing technology at problems doesn’t always fix them. - Forgetting About the Customer Experience.
If automation makes life hard for your customers, it’s not working. - Ignoring the Data.
Automation gives us loads of data. Not using it? That’s a missed opportunity.
The world’s moving fast, founders.Â
Automation tech evolves daily.Â
Embracing it can skyrocket productivity.Â
But it’s not just about using new tools.Â
It’s about smart “process hacking”.Â
Reflect deeply, plan, and then act.Â
That’s how you stay ahead in this rapidly changing world.
To Your Success,
Alvin Poh
Announcement: Our upcoming Velocity Adjunct Coach will be spilling the beans about automation this coming Tuesday, March 5th!
Anton Escalante is a data and automation specialist, who has helped businesses save time and money with automation.
One of his clients has saved over USD$5000 per month, with hundreds of manpower hours saved in data/reporting collation.
Another has saved over USD$10,000 per month in manpower and vendor costs because of his automation processes.
If you’re going to embark on automation of tasks, you’ll need to come for this session, understand some keys to automation, then ask your questions (we’ll be curating).
Be on time, or you’ll miss the opportunity to get your question asked (questions are asked at the start of the call, so as not to interrupt the flow of conversation).
Velocity members, you know where to go!

Announcement: Our upcoming Velocity Adjunct Coach will be spilling the beans about automation this coming Tuesday, March 5th!
Anton Escalante is a data and automation specialist, who has helped businesses save time and money with automation.
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One of his clients has saved over USD$5000 per month, with hundreds of manpower hours saved in data/reporting collation.
Another has saved over USD$10,000 per month in manpower and vendor costs because of his automation processes.
If you’re going to embark on automation of tasks, you’ll need to come for this session, understand some keys to automation, then ask your questions (we’ll be curating).
Be on time, or you’ll miss the opportunity to get your question asked (questions are asked at the start of the call, so as not to interrupt the flow of conversation).
Velocity members, you know where to go!
Not yet a Velocity member?
Is Your Business Ready to Automate?
Automating your business has a great deal of benefits, including freeing up your time, ensuring your company will run itself even if you’re down or on holiday, just to name a few.
But not every business is at the stage that they can jump right into automation yet.
Understand your company first before jumping headfirst into it, this will save you a lot unnecessary firefighting along the way.
Use this questionnaire to find out where you’re at!
Instructions: For each question, select the response that best describes your current situation. Score each answer using the scale provided and tally your score at the end to assess your automation needs.
Technology and Process
- How well do you understand your current manual processes?
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a. Very well; we have documented processes and understand where bottlenecks occur. (2 points)
b. Somewhat; we know our processes but lack detailed documentation. (1 point)
c. Not well; our processes are mostly ad hoc and undocumented. (0 points)
2. Are you aware of the automation tools that could be applicable to your business?
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a. Â Yes, we have researched and identified potential tools. (2 points)
b. Â Somewhat; we know there are tools out there but haven’t looked into them deeply. (1 point)
c. Â No, we are not aware of the tools available. (0 points)
Cost and ROI
3. Have you conducted a cost-benefit analysis for implementing automation?
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a. Â Yes, and we have clear expectations of the ROI. (2 points)
b. Â Partially, but it’s not comprehensive. (1 point)
c. No, we have not looked into the costs or benefits. (0 points)
4. Do you have a budget allocated for automation investments?
Âa. Â Yes, we have a specific budget set aside. (2 points)
b. Â We could allocate funds if needed, but there’s no specific budget right now. (1 point)
c. No, we have no budget for this. (0 points)
Scalability and Flexibility
5. Can your current infrastructure support the integration of new automation technologies?
a. Yes, our systems are compatible with new technologies. (2 points)
b. Â Partially, but some upgrades would be necessary. (1 point)
c. No, our current systems would not support new technologies without significant changes. (0 points)
6. How adaptable is your business to changes in processes that automation might bring?
Âa. Very adaptable; our team is agile and open to changes. (2 points)
b. Â Somewhat adaptable; some resistance to change but manageable. (1 point)
c. Not adaptable; our organization struggles with change. (0 points)
Overall Readiness
7. Do you have a clear plan for which processes you would like to automate first?
a. Yes, we have a prioritized list based on our analysis. (2 points)
b. Â Somewhat; we have ideas but no formal plan. (1 point)
c. No, we do not know where to start. (0 points)
8. Is there a designated team or individual responsible for overseeing automation projects?
Âa. Yes, we have a dedicated team/individual. (2 points)
b. Â We could designate someone, but there’s no official role yet. (1 point)
c. No, there is no one responsible for this area. (0 points)
SCORING

This questionnaire is designed to help you self-assess your readiness for automation by considering crucial aspects of the process, technology, costs, and organizational adaptability.
In conclusion, if you’re going to try to improve your efficiency, you’re going to want to get additional tips for mastering automation this coming Velocity Call on Mar 5 2024. Not yet a member? Click here.