Automation Mind Map

Introduction

This template will help you get the big picture idea of the workflow you want to build. When mapping out your workflow, ask yourself the following:

  • what is the benefit for my customers?

  • how is this going to help me in my daily tasks?

  • is it technically feasible?

This mind map shows how to automate the sequence to invite a customer to the kick-off call.

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Previous

Customer Health Score

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Next

Success Plan