Automation Planner Worksheet - CLEAR Path System

Automation Planner Worksheet - CLEAR Path System

This interactive worksheet helps you plan and implement strategic automation for your business to improve response time and conversion rates. Based on Chapter 6's "Assist with Automation" principles, this tool will guide you through designing effective automation that enhances rather than replaces the human touch.

Complete each section to develop a comprehensive automation strategy tailored to your specific business needs.

Business Overview

Define your business characteristics to determine the optimal automation approach.

Immediate Response System

Design your immediate engagement system to respond instantly to inquiries, regardless of when they arrive or how busy your team is.

Channel
Current Response Time
Target Response Time
Automation Type
Website Form Submissions
Email Inquiries
Phone Calls
Live Chat
Social Media Messages

Notes & Ideas

Intelligent Follow-Up Matrix

Design a systematic follow-up sequence that maintains engagement and moves prospects toward conversion.

Sequence Builder

Step 1: Initial Follow-Up
Step 2: Value Delivery
Step 3: Address Objection
Day 0: Initial Inquiry
Immediate automated response confirming receipt and next steps.
Day 1: First Follow-up
First value delivery and establishing relationship.
Day 3: Value Delivery
Provide high-value content addressing key pain point.
Day 5: Address Objection
Share testimonial that addresses common concern.

Notes & Ideas

Human Handoff Protocol

Define when and how prospects should transition from automated systems to direct human interaction.

Buying Signal Detection

Identify the specific behaviors or actions that indicate a prospect is ready for human interaction:

Clicking on pricing or package information multiple times
Viewing case studies or testimonials
Asking specific questions about implementation or features
Responding to multiple follow-up messages
Requesting a consultation or demo
Viewing your website multiple times in a short period

Qualification Thresholds

Establish clear criteria for when prospects should be transitioned to sales:

Information Transfer Protocol

Ensure that all prospect information and context is seamlessly available to team members:

Notes & Ideas

High-Touch Automation Matrix

Find the optimal balance between automated and human interactions based on your business type.

Customer Journey Stage
Fully Automated
Mostly Automated
Balanced
Mostly Human
Awareness
Interest/Education
Consideration
Decision
Purchase
Onboarding
Retention/Support

Notes & Ideas

Implementation Plan

Review your automation strategy and create an implementation roadmap.

Immediate Response Strategy

  • Implement immediate email acknowledgment for all web form submissions
  • Set up SMS confirmation for phone inquiries
  • Create automated calendar booking options in all initial responses
  • Establish team notification system for urgent inquiries

Follow-Up Sequence

  • Build 5-step educational email sequence with progressive content
  • Implement behavior-based branching based on engagement
  • Create re-engagement campaign for non-responders
  • Develop testimonial-focused messages addressing common objections

Human Handoff Protocol

  • Establish lead scoring system with 30+ point threshold
  • Create CRM assignment process with full context transfer
  • Develop warm handoff email template introducing team member
  • Set up buying signal detection based on website behavior

Touch-Point Matrix

  • Awareness: Mostly automated content delivery
  • Consideration: Balanced approach with educational content
  • Decision: Mostly human interaction at critical decision points
  • Onboarding: Automated process with human check-ins

Final Notes & Next Steps

What do people who have worked with Anthony say:

Rick Reagan

Sr. Product Manager

Fujitsu

"It was a pleasure working with Anthony at Fujitsu. Anthony is extremely well connected in the broadcast industry and knowledgeable. Anthony closed numerous business deals.

It would be an honor to work with Anthony in the future.

Thank you Anthony for some wonderful times at Fujitsu."

Mark Jeffery

Sr. Director Technical Strategy

Ericsson

"Anthony is the consummate sales professional. He integrates himself deeply into his customers hierarchy to keep pulse on what they need now, and what they will need in the future. He clearly communicates those needs internally to make sure that the right products are on the roadmap, and ultimately priced and packaged appropriately. It was a pleasure to work with Anthony"

Lacy Pack

Director of Technology

DirecTV

"Anthony provides what a customer expects...fast responses, attention to requests and having the customers best interest in mind while supporting his companies goals. Having experience with Anthony from a co-worker standpoint, as well as having him as an Account Executive selling to me, I cannot say enough about his professionalism."

Mark Jensen

Sr. Manager - Video Engineering

Cox Communications

"Anthony provided extremely valuable information and insight into how Tandberg's various products and services could be leveraged by Cox Communications. Through my position at Cox I was responsible for the interactive television strategy and I often called upon. Anthony was a trusted resource to assist in that planning."