ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
24: Required?Repeatable?Profitable?Action StepExplanation and ExampleSuggested Tools
2
Customer ManagementYesYesYesAutomateAutomating customer relationship management helps track, nurture, and retain customers.CRM tools like HubSpot, Salesforce
3
Social Media Content WritingYesYesNoImprove the ProcessReview content strategies to increase engagement and ROI from social platforms.Analytics tools like Buffer, Hootsuite
4
Report ReviewYesNoYesDocument the ProcessCreate a detailed process for reviewing reports so it’s easier to automate later.Notion for process documentation
5
Email Follow-UpNoYesNoEliminateFocus on prioritizing high-impact tasks instead of routine follow-ups that add no value.Email scheduling tools like Boomerang
6
Graphic DesignYesYesYesAutomateUse templates and tools for quick design processes to save time and effort.Design tools like Canva Pro, Figma
7
Lead GenerationYesYesYesAutomateAutomate the lead generation process using funnels and marketing tools to scale efforts.Funnel tools like ClickFunnels, Zapier
8
Inventory ManagementYesYesYesAutomateReduce manual errors and streamline stock tracking by automating inventory systems.Inventory tools like TradeGecko, Zoho
9
10
How to Apply This Table in Your Business
11
Customer Management Example:
12
Automate customer follow-ups by using a CRM tool that tracks interactions and sends reminders for important actions, like renewals or upsells. This ensures no opportunity is missed.
13
14
Social Media Content Writing Example:
15
Analyze which types of posts generate the most engagement. Based on insights, tweak your content strategy, and plan posts in advance using scheduling tools to stay consistent.
16
17
Report Review Example:
18
Write a checklist for reviewing financial or marketing reports, such as verifying key metrics and identifying trends. This documentation can later be automated using reporting tools like Google Analytics Dashboards.
19
20
Email Follow-Up Example:
21
Instead of manually chasing low-priority emails, use an automated responder to provide a default message for common queries, allowing you to focus on critical tasks.
22
23
Graphic Design Example:
24
Save pre-designed templates in tools like Canva. For instance, if you frequently post on Instagram, create reusable story and post templates to reduce design time.
25
26
Lead Generation Example:
27
Implement a lead magnet, like a free guide or demo, and set up an automated email series to nurture leads. Use tools like Mailchimp to track and convert these leads.
28
29
Inventory Management Example:
30
Automate inventory tracking to update stock levels in real-time and notify you when reordering is required. Use tools that integrate directly with your e-commerce store.
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100