5 Things You Must Do Before Automating Your Cold Outreach

5 Things You Must Do Before Automating Your Cold Outreach

We are pretty big advocates for automating processes that reduce productivity and drain your creativity. After all, we spent years developing a product that effortlessly automates lead generation—allowing you to close more sales with less work. However… If you want to know how to automate lead generation [https://calendly.com/marraya] effectively, there are 5 steps you should take before putting helpful little automation bots (like Scalestack) to work. This week’s article shares five automati

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Mateo Bilbao

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5 Things You Must Do Before Automating Your Cold Outreach

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Sales & Marketing head at Scalestack

We are pretty big advocates for automating processes that reduce productivity and drain your creativity. After all, we spent years developing a product that effortlessly automates lead generation—allowing you to close more sales with less work.

However…

If you want to know how to automate lead generation effectively, there are 5 steps you should take before putting helpful little automation bots (like Scalestack) to work.

This week’s article shares five automation tips that cover the most important things to do before automating. So let’s get started—after all, you’re interested in automation because you’re trying to save time, right?

Step 1: Define why you want to automate

The first step when implementing a paid or free automation tool to your workflow is: figuring out why you want to automate and what you want to gain from it.

Initially, it might seem obvious when it comes to automation: “I want to automate this process so that I don’t have to do it anymore.”

But it’s always a good idea to get clear on the details. Here are some examples of how automated lead generation can improve your business:

When compiling your “why” list, you could discover many more benefits—as well as get much clearer on specific goals you’d like to achieve. Every successful endeavor usually starts with a plan, so don’t skip this step.

Step 2: Audit

Now that you know your “why”, we can get into the “what”. Sit down with your team and review all tasks required to run your business effectively. During your audit, look for areas where automation can optimize workflow.

Perhaps you started with the desire to automate chatbot responses on your website—but during your audit, you notice that your lead generation process could benefit from automation, as well.

The more insight you have into your workflow, the more effectively you can enhance and optimize it.

Step 3: Start small

While we did just recommend auditing your workflow to figure out if there are multiple areas where automation could be valuable, it’s essential to start small. Begin by automating your lead generation (for example), and once your team adjusts, introduce the next automation transition on your list.

Giving everyone time to familiarize themselves with their new workflows, as well as building everyone’s confidence around new software, can spell the difference between a successful transition, or sending your team into a tailspin.

Step 4: Define KPIs}

Just like how you defined your why for automating, set clear KPIs (Key Performance Indicators) around what you want to achieve with automation. If we take lead gen automation as an example, then sit down with your team to define:

When everyone agrees on how to measure ROI metrics, you’ll maximize the efficacy of your investment, and have an easier time noticing areas for improvement.

Step 5: Use The Right Tools

We can’t discuss what to do before automating without going over how to find the right automation tools to accomplish your specific goals.

Automation is great because it improves your quality of life, productivity, and results—but only when you use the right tool for the job.

You need to take a few things into consideration when shopping for automation software (below we’ve shared some examples, but these questions are a good starting point:)

But even after answering all of those questions, when there are so many automation apps and software to choose from, things can get overwhelming—fast.

But that’s okay, because you’re one click away from a lead generation automation tool that closes more sales while you sleep.

And that tool is Scalestack—the fastest, easiest, and most effective lead generation automation app around!

It’s true—all our moms’ say so (and they’re experts, right?)

But if you don’t believe the Scalestack moms (it’s okay, we won’t tell them), schedule a free demo to see for yourself!

Now you’re ready to automate with the best of them

As you can see, taking the necessary steps to prepare for a successful automation experience is both easy and incredibly important. Preparing your team before everyone dives headfirst into automation helps you avoid unnecessary headaches, and ensures maximum efficiency.

If you’ve found today’s article helpful, be sure to share it with your friends and colleagues!

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