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Virtual Assistant Lead Network

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Automation, Collaboration, Productivity, Resources, Task & Project Management

Automation Organisation Guide

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Access to most of our resources is included in our Career Member plans.

Career Members can access this resource here without purchasing it below.

Thought Penny originally developed this guide for clients who engage us for business automation services. Now, we’re excited to share it with you!

This guide provides an in-depth set of categories and naming conventions to help you manage automation software and quickly understand your level of engagement with any given contact in your database.

We’ve also thrown in a few tips to help you avoid common mistakes, in case you decide to have a go at building automation campaigns yourself.

While we work with many CRM and marketing automation platforms (and use this guide for all of them), our automation conventions have grown from our in-depth knowledge of the best ways to manage Keap Pro and Keap Max Classic (fka Infusionsoft). You may need to make adjustments to the naming conventions to suit settings in other software packages.

Read our full overview of Keap Pro, and access exclusive pricing we’ve secured for members.

Stay Updated

Our goal is to make you look good in front of your clients by providing you with well-researched, accurate, and up-to-date information.

We’ll do the hard work so you can focus on what you do best: delivering exceptional service and results for your clients.

To ensure you’re in the know when we update this resource, you can subscribe to our update alert emails after purchasing this resource (or a Career Membership), and we’ll notify you as soon as the newest version is available.

Australian Virtual Assistant Lead Network

Purchase Access: 6 months

To gain access to this resource for 6 months without becoming a Career Member, purchase below:

PURCHASE NOW: $9.90
GIFT PURCHASE

REMINDER: Career members can access this resource HERE at no additional cost!

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