Here’s EVERYTHING you need to start automating your ecommerce operations.
Save hundreds of hours and headaches across:
- Supply chain
- Fulfillment
- Inventory Management
- Customer Support
- Data & Reporting
A thread on scaling 🧵👇
Every agency eventually hits walls when growing.
Automation might be the solution you need.
Here are 4 signs your agency is ready for automation 👇
1️⃣ Your team spends too much time on repetitive tasks.
2️⃣ Projects often go past deadlines with inconsistent workflows.
3️⃣ You have data but no insights which makes smart decisions difficult.
4️⃣ You’re growing but can’t sustainably scale without hiring more.
If this sounds familiar, automation can take you to your next growth phase.
Automating your agency’s workflow can change the way you do business but only if done right.
5 things you should know before automating your agency’s operations 👇
1️⃣ Automation won’t fix broken processes, it amplifies what you have (the good and bad).
2️⃣ AI doesn’t replace creativity, it frees you and your team to do MORE.
3️⃣ Data is useless without clear systems for analysis and action.
4️⃣ Simple automations deliver the biggest returns (KISS principle).
5️⃣ Good automation depends on clear and well defined processes first.
Recently we welcomed three new clients coming from big and known competitors in our space.
But the interesting part is their reasons for switching were almost identical...
- Poor communication
- Slow or inconsistent delivery
- Results that didn’t match the promises
It’s a reminder that clients value consistency, clear communication, and results they can count on.
Winning clients is about having a good offer and promises.
But consistently delivering and communicating is what builds lasting relationships.
Good reminder for any business.
Story time: our proposal process wasn’t profitable.
We were doing HOURS of research and putting together a proposal.
After working with many agencies, I found a similar pattern.
- We spend 3-6 hours per proposal
- Delivery takes a couple of days to a week
- In the meantime competitors are grabbing those deals
So we’ve automated the entire process for us and clients.
- We now have one form for all proposals
- AI drafts proposal using the form’s data
- All research gets fed into a template from winning examples
- Automation sends the proposal for review
- With the click of a button we send the final version to the lead
And of course, there are automated follow ups if not opened in 24hrs.
Speed is the name of the game.
@fahadlakhani That's the way!
The steps to cut depend on each process you're mapping out. But a good tip is map out all the processes at once and you may find stuff that overlaps and can be deleted
You're excited to use automation to grow your agency.
But after setting it up, things actually got worse.
Mistakes are happening faster, there’s more confusion, and your team is struggling.
Here's why this happens
Automation makes things faster.
If your processes have problems, automation makes those problems bigger, faster, and harder to fix.
To make automation work, do this in order:
1️⃣ Review every step of your current process carefully. Draw it on a piece of paper if needed.
2️⃣ Remove any steps that don't clearly add value. Always start with eliminating.
3️⃣ Create simple and clear steps that anyone would understand and follow.
Get to the point where you can’t remove anything else and the processes are clear and simple.
Only then you should add automation.
➡️ TLDR:
Clearly map your processes. Eliminate what isn’t needed. Simplify to the max. Then, automate.
Doing this will save you time, reduce mistakes, and help you grow smoothly.
Complexity is silently eating your agency's profit margins every single day.
Here’s why you should think of complexity in operations like a hidden tax…
When your agency's processes get complicated, you pay extra costs that slow down your team, growth, and income.
Many face these hidden costs:
❌ Team members waste hours dealing with confusing steps. Between back and forth and waiting for others.
❌ Mistakes increase, which leads to unhappy clients and lost revenue.
❌ Scaling your business becomes harder and more expensive.
Here's how you can reduce this hidden tax:
✅ Clearly write down your main processes.
✅ Find steps that are confusing, repeated, or unnecessary.
✅ Remove or simplify those steps right away (seriously, high priority)
When you simplify your operations, you stop paying the hidden tax, your team becomes more productive, and your agency grows faster.
Working harder and longer won't grow your agency faster.
Most people believe hustle is the key to success.
They think working 16-hour days and never taking breaks will bring big results.
But in reality, hustle ALONE often leads to mistakes, and slower growth.
Successful agency owners do something different.
They use leverage.
Instead of spending all their time and energy trying to do more, they use smart systems and automation.
They find tools and methods that let one person do the work of MANY.
For example, setting up an automated system to follow up with clients or automate part of service delivery will save dozens of hours every week.
Which doesn’t mean you can rest or stop working many hours.
You should hustle BUT with the new time you’ve created.
Go find new clients or improve your services.
Some people might say hustle is important because it shows commitment.
I agree, hard work matters.
But we should work hard AND smart.
Leverage gives you more results and keeps your team happy and productive in the long run.
Automation will multiply your results with the same hours.
Everyone wants AI. But very few are ready for it.
Here’s the truth most businesses don’t want to hear…
AI isn’t going to save you.
AI is a multiplier, not a miracle.
It takes the data, systems, and processes you already have and makes them way more powerful.
But what if your data is messy or unclear?
AI will multiply that mess.
I’ve seen it happen again and again:
- Companies spend thousands on AI tools
- They skip building a solid foundation for their data
- Their AI projects don't deliver the results they expect
Why?
Because AI works by finding patterns in your data. If your data isn't good, your results won't be either.
Garbage data in, garbage results out.
Before thinking about AI, ask yourself:
- Is our information organized and easy to find?
- Do we have clear, step by step processes for everything important?
- Can we accurately measure what's happening in the business?
- If not, pause the AI hype and fix these basics first.
Here’s what to do next:
- Check your data carefully. Fix what's wrong or missing.
- Make sure your data systems run automatically, not manually (you’ll thank me later).
- Align your data clearly with your business goals.
Only after doing this does AI become your (not so) secret weapon, turning clear data into powerful actions and results.
Remember, AI is a multiplier.
Fix your data first, multiply after.
you say: “I’ll automate when I have time”
I hear: “I’ll fix my heart attack when it comes”
here’s a 5 step process you can go over
1. list every task you did last week
2. mark anything repetitive as RED and anything revenue critical as GREEN
3. for RED tasks, use Make to automate
4. for GREEN tasks, hire a VA to document all the process
5. every Friday automate 1 RED and 1 GREEN task
do this for 3 months and start a new business or go play golf, idk