Business Automation Checklist for Service Providers

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# Steps
1 Click here to make a Copy of this sheet
Go to the checklist sheet, tick the things you already have in your
business. Use guides and resources provided to start implementing in
2 your business
Check the more resources sheet for links to guides and videos on
3 automating your business using Google Forms and Sheets
Check the Success stories of businesses from service industry who we
4 have helped in automating their business
 Business Automation Checklist
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Checklist More Resources Success Stories Click here to make a Copy
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1 Organize your Data Status Free Templates/Guides

1.1 Store all your files on Google Drive to access them anywhere & anytime
Data Masters on Google
1.2 Create Customer Master to organize your customer data
Sheets
1.3 Create Product/Item Master
1.4 Create Network Master to organize all your contacts
1.5 Create Employee Master to organize your employee data
1.6 Create Sales Order Master to organize your sales data
Introduction to Google
1.7 Learn how to use forms and sheets to organize your data
Form

2 10X your Productivity Status Free Templates/Guides

Introduction to Google
2.1 Use Google Keep to take notes digitally and share them with your team.
Keep
2.2 Use Google Calendar to remind you for events and meetings
2.3 Plan your week ahead with help of Weekly Scheduler Tool Weekly Scheduler Tool
Switch to Google Sheets/Docs to always have the updated version of
2.4
files and work on them simultaneously with your teammates
Learn adavanced Google Sheet functions to save time by automating
2.5
workflows
Use Google Chat for internal team communication, keep your team
2.6
away from distractions on Whatsapp

3 Marketing Automation Status Free Templates/Guides

Create a Sales and Markeitng directory to always have the important
3.1
links to markting material
Learn how to create a
3.2 Create a website that generates leads for your business website for free using
Google Sites
Create a brochure using Goolge Slides to share the brochure with your
3.3
clients that is always up to date
3.4 Create a Facebook business page for your company.
3.5 Create a Youtube channel for your business.
Add videos to showcase you products and videos, customer
3.6
testimonials, value videos etc.
Create Email templates for the regular emails like, Payment followup,
3.7
Sales emails, quotations, and other marketing mails.
3.8 Automate festival and bithday greetings for your clients
Post regulalry on Social media according to the social media post
3.9
calendar
Create Google My Business page to make it easy to find your business
3.10
on Google
Send marketing newsletters and value letters to your network using
3.11
Google Sheets

4 Sales Automation Status Free Templates/Guides

How we close more leads
4.1 Track all your leads at a single place using CRM Tool on Google Sheets
with help of CRM Tool
 Business Automation Checklist
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Use Quotation Automation to instantly create, store and send quotations
4.2
using Google Sheets.
Create a Daily Sales Report using Google Forms and sheets to always
4.3
know what is your sales performance
Send automatinc payment followup reminder emails with a single click
4.4
using Google Sheet automation tool
4.5 Never miss a followup with follow-up tracking and reminders
4.6 Get a complete history of followups with a lead using the CRM tool
Create Sales Analysis Dashboard to analyze how your Sales team is
4.7
performing
Create your Sales Toolkit - Sales emails and messages, brochure,
4.8
landing page
4.9 Take customer feedback and reviews
4.10 Take video testimonials for satisfied clients

5 Operations Automation Status Free Templates/Guides

Order and Payments
5.1 Create a Order tracking sheet to track the progress of your Orders
Tracking Tool
5.2 Use Project Management Tool to always deliver your projects in time
Use Task Delegation Tool to assign tasks to your team and get them
5.3
completed on time with automatic daily e-mail reminders
5.4 Track your Inventory if you are from Real estate/Congstruction industry
Automate customer support with the help of the customer helpdesk
5.5 tool. Automatically update the customer about their support ticket status
updates
Track daily, weekly, monthly, and fornightly activities of your employees
5.6
to make sure they get completed
5.7 Get the template of Team Performance Report on a Google Data Studio
5.8 Create Process flowcharts to create system that your team can follow
5.9 Create forms to collect data from clients/vendors
5.10 Automate purchase approval proccess
Use Google sheets tools and forms addons to automate any process
5.11
workflow of your business

6 HR/Admin Automation Status Free Templates/Guides

6.1 Centralize your business with help of Intranet Centralize your Business
6.2 Automate leave approval process using Forms and Sheets
6.3 Automate purchase and reimbursement process
Expense Tracker using
6.4 Track and manage all your business expenses
Google Form
Collect team ideas and implement them to grow your business using
6.5
Idea Repository Tool
Record videos to train new joinees on how to complete a work that they
6.6
are supposed to do.
Make hiring quizzes of Google forms to test the skills and aptitude of
6.7
applicants

7 Business Reporting Status Free Templates/Guides

 Business Automation Checklist
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7.1 Learn how create reports in Google sheets on any data
10 Reasons to use Google
7.2 Learn how to create reports on Google Data Studio
Data Studio
7.3 Learn the steps to create any business report
7.4 Create Sales analysis dashboard
7.5 Create Order tracking dashboard
7.6 Create team performance dashboard
7.7 Schedeule reports to get them daily on email automatically
Embed reports of Intranet to acess them anytime, even on your
7.8
mobile/tablets.
 Business Automation Checklist

Checklist More Resources Success Stories

Watch these videos to learn more about Business Automation using Google
Applications
# Topic Links
Excel vs Google Sheets - Why a Business Owner must shift
1
to Google Sheets asap? Watch Video
Why Google Workspace (G-Suite) is PERFECT for Non-
2
Technical BUSINESS OWNERS Watch Video
5 STEPS to AUTOMATE ANY Business process in Google
3
Workspace Watch Video
4 Why You Need Systems to Scale Your Business Watch Video
7 types of Google forms for SME Business Owners in year
5
2020 Watch Video
10 Reasons To Use Google Sheets in Your Business to
6
Systemize Your Business Watch Video
7 Why should Manufacturers systemise their Business Watch Video
Plan your Business Week in Google Sheets in 5 mins-
8
Weekly Scheduler Tool Watch Video
Ideas Repository Tool - Bring Your Ideas & Plans into
9
Reality Watch Video
10 How to Automate Your Business So It Runs Without You Watch Video
11 Why you should upgrade to G-Suite Platform Watch Video
Why should a Business use Google Applications and avoid
12
ERP softwares | G-Suite Apps vs ERP Watch Video
How to track your Expenses in year 2020 - Expense
13
Tracker Tool Watch Video
 Business Automation Checklist
Checklist More Resources Success Stories

Businesses who have implemented systems in their Business

Service provider
# Name Industry Success Story
HVAC Contracter - AC
1 Yukant Anand Watch Video
services
2 Nishant Bhatia Service Watch Video
3 Samir Choudhary IT (Tally Service) Watch Video
4 Rishabh Bhatia Advertising Watch Video
5 Anjali & Deepali HR Consultant Watch Video
6 Manpreet Khamba Interior Designer Watch Video
7 Akshat Jain Printing and Packaging Watch Video
8 Vikram Bansal AC Service Provider Watch Video

Real Estate / Construction

# Name Industry Success Story
1 Simran Kumar Construction Watch Video
2 Praveen Chhabra Construction and Architect Watch Video

Travel & Hospitality

# Name Industry Success Story
1 Lalit Garg Tour & Travels Industry Watch Video
2 Ashish Kumar Travel Watch Video
3 Sunil Agarwal Hospitality Watch Video
4 Mohit Aggarwal Travel Watch Video

Others
# Name Industry Success Story
1 Vikash Agarwal Retail Business Watch Video
2 Dr. Raman Kumar Physician Watch Video
Online Store of Ayurvedic
3 Puneet Aggarwal Watch Video
Products
4 Radha Bhattad Logistics Watch Video

Financial Services
# Name Industry Success Story
1 Rochak Puri Wealth Advisor Watch Video
Personal Finance Expert &
2 Pallavi Chaturvedi Watch Video
Coach
3 Mukkul Mehta CA Watch Video
4 Rajib Banerjee Financial Consultant Watch Video