Udemy

Fundamentals of Business Automation

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  • Updated 4/2025
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Course Information

Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
2 Hour(s) 27 Minute(s)
Language
English
Taught by
Gregory Jenkins
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Course Overview

Fundamentals of Business Automation

identifying automation opportunities throughout your business

This course is for anyone who knows automation could make their life easier, but isn’t quite sure where to start.

We’ll take a guided tour through the customer journey, zooming into specific junctures where we’ve seen automation solve problems, overcome obstacles, or reduce the need for manual intervention.

By highlighting real world use cases we’ve seen produce results in our own businesses and with our clients, we’ll help you establish a clear understanding of the role automation can play.

Automation is a powerful tool, and this course highlights practical ways you can put it to work in four key parts of your business:

  • Capture Leads: In the first section of the course we’ll explore automation opportunities in the marketing activities in your business

  • Convert Clients: No matter how you turn prospects into customers, we’ll help identify ways automation can simplify and accelerate it

  • Create Fans: In this section of the course we’ll explore ways to use automation to create the ideal new customer experience, encouraging them to buy again and leave testimonials

  • Operations: Automation can also be a resource for you and your team, so in this section of the course we’ll examine use cases for automation within your own workflow and processes

As you work through the sections in this course you’ll expand your perspective on automation, and reveal opportunities you can use it to reduce manual effort and grow your business.

We know the idea of automation can feel alluring, but pinning down exactly where it fits for a business is daunting.

This course is a detailed walk-through of real world use cases and scenarios where we’ve seen automation produce results. As we walk through the examples, you’ll develop your own automation lens that helps you spot opportunities in your own business.

Course Content

  • 6 section(s)
  • 22 lecture(s)
  • Section 1 Introduction
  • Section 2 Marketing Automation
  • Section 3 Sales Automation
  • Section 4 Fulfillment Automation
  • Section 5 Operations Automation
  • Section 6 Conclusion

What You’ll Learn

  • How to use automation throughout the marketing activities in a business, How to use automation throughout the sales processes in a business, How to use automation throughout the fulfillment and delivery aspect of a business, How to use automation internally, to simplify operations or streamline internal tasks


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