Coming to you from the Ptex headquarters in Brooklyn, NY, this podcast is for no-nonsense advice to help you learn, grow, and lead. 

Today, I’m excited to be chatting with former Chief Automation Officer of the Ptex Group and good friend Nathan Weill

Nathan Weill, a self-identified tech geek, He founded Flow Digital in 2018, providing headache-free automation support so business owners could stop struggling with SaaS tools and repetitive tasks and direct their full energy toward growth.

• In our interview, I discuss the importance of automation in business processes by identifying repetitive tasks and setting clear objectives.

• Then Nathan highlight examples of automation for lead generation, internal processes, and follow-up procedures.

• I also discuss the common misconceptions about automation  - such as automation equals job loss, too expensive for small businesses

• Then we discuss using automation to save time and energy, improve efficiency, and enhance client communication

• This and so much more only on the let’s talk business podcast…  let’s get right to our conversation with Nathan Weill

LINKS
https://flow.digital

https://www.linkedin.com/in/nweill/

https://x.com/NathanWeill

To watch or listen to this episode, visit: https://ptexgroup.com/podcast/

Listen via WhatsApp: https://chat.whatsapp.com/LQcX4QJzavWEKTGAbgK3Gh

For all other episodes or to view all other ways to subscribe, visit https://ptex.co/podcast

PRACTICAL POINTERS:

1. Identify Repetitive Tasks: Start by listing out all repetitive tasks in your business processes. These are prime candidates for automation and can significantly reduce manual workload.

2. Set Clear Objectives: Define what you aim to achieve with automation, such as reducing errors, saving time, or improving customer satisfaction. Clear goals will guide your automation strategy.

3. Lead Generation: Use tools like chatbots on your website to engage visitors and capture leads automatically. Platforms like HubSpot can automate email campaigns to nurture leads.

4. Choose the Right Tools: Research and select automation tools that align with your business needs. Consider factors like ease of use, integration capabilities, and customer support.

5. Freemium Models: Take advantage of freemium versions of automation tools to get started without a significant upfront investment. Tools like Mailchimp offer free plans for small businesses.

 

TIMESTAMPS : 

04:01 Appreciation for team involvement and automation benefits.

07:04 Custom software takes time, but off-the-shelf works.

10:57 Efficient lead management crucial for sales productivity.

15:54 Automate lead tracking, notification, and response oversight.

18:18 Scheduling made simple with shared booking links.

23:26 Automate functions, enhance employee experience, streamline onboarding.

24:33 Automate systems for cost-effective and efficient onboarding.

28:30 Streamlining reporting processes for executives using automation.

33:37 AI drives automation with increased operational relevance.

36:39 Human interaction is important but automation essential.

37:38 Seek Zapier blog for full case study.

43:28 Started without standard procedures, had to catch up.

45:21 Use chatbots and automation tools for lead generation.

 

GUEST BIO :

Most businesses lose massive amounts of time and money to routine business tasks and technology struggles. While directing operations at Ptex Group, a New York-based marketing agency, Nathan Weill, a self-identified tech geek, set out to eliminate his own company’s losses by sharpening his SaaS expertise. After winning massive savings and growth for his employer, Nathan made it his mission to bring the same freedom to other businesses. He founded Flow Digital in 2018, providing headache-free automation support so business owners could stop struggling with SaaS tools and direct their full energy toward growth.

Ranked as the #1 certified expert worldwide on Zapier's marketplace and certified by Keap, Pipedrive, Airtable, and many other tools, Flow Digital offers workflow, sales, and marketing automation as well as CRM implementation. Nathan and his team save clients around 45,000 hours per month and have generated over $10 million in ROI to date.