Fundamentals of Business Automation

a robust online course in 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.

I work with a lot of small businesses, and time and time again I hear them say that they wish they’d leaned into automation earlier. Monkeypod did a masterful job of distilling complex lessons into digestible and actionable advice and examples. This is such a valuable course. Full stop.

Josh Metcalfe-Parsons

Lifecycle Architect, Keap

What is this course all about?

How does it work?

Launch Pricing Expires on Dec 31

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Fundamentals of Business Automation

Capitalizing on business automation throughout the entire customer journey.

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

Frequently Asked Questions

Who is this course for?

This course is for small businesses who anyone knows automation is valuable – but isn’t quite sure how to get started.

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 walkthrough 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,

Here’s a more thorough explanation to help you decide how this course can help you.

What should I expect?

When you unlock the course content you’ll get immediate access to the entire course.

After the introduction, the next three sections examine automation opportunities within the customer journey – from capturing leads, to converting clients, and then ultimately creating fans with the new customer onboarding process.

Then, in the fifth section of the course we’ll take a look at less common automation use cases, exploring ways automation might be able to simplify your own processes and workflows, or reduce manual effort from you and your team.

Here’s a little more on the “why” behind this course.

Any prerequisites?

This course covers automation strategies and theoretical concepts, so to begin implementing these in your business you’ll want to have the right tools and tech to support you.

If you already have a CRM, email marketing platform, and shopping cart – great, you’re good to go.

If you don’t, you can still take this course and we have no doubt you’ll leave with ideas and inspiration; but your ability to apply these concepts will be dependent on the tech stack you have to support it.

If you’d like guidance on choosing the right tools for your business, you can book a free consult here.

I have been an educator for over 25 years and have been building online courses since the early 2000's. I've also taken quite a number of Keap courses, and I can say without a doubt that I have gotten more out of Greg's trainings at Monkeypod in just a few weeks than any other I have taken. A great teacher is one who can give the most important information but also deliver in a clear and effective manner. All the training materials are oriented to give immediate application without extraneous add-on. If you really want to learn how to work with Keap, take these trainings and follow the clear steps Greg has outlined and you will definitely reap the benefits.

Whitney Lowe

Director, Academy of Clinical Massage

What people are saying…

It showed me a model of how I could easily automate the process of capturing consumer feedback as well as testimonials.

As always, Greg’s way of teaching/explaining things was easy to grasp. I feel confident I can apply this course to my own campaigns!

Matt Molloy

Customer Experience Director, Commercial Loan Success

I really got so much out of it. I feel…it really pulls the process all together. I’ve learnt so much and picked some nifty tips as well. Your teaching style makes it very easy to follow along and not lose track either. Thanks!
Caroline Cirami

Director, Inspire Virtual Admin Services

That’s some mighty fine scrolling.

My team and I worked with Greg over an extended period to tap his technical brilliance. But that was only part of it. The greater benefit for our team was having access to his incredible understanding of strategic marketing, the customer journey and in-house workflows.

He’s an excellent educator and a clear and generous communicator. Greg doesn’t seek to keep his clients captive and attached to him - he empowers them to stand on their own. He is the wise mentor available to share what he knows when you are ready to take the next big leap in your business and need a solid knowledge base and the motivation to make a start.

Suzi Dafnis

CEO, HerBusiness.com

Greg is the best technical instructor I have ever had the pleasure of working with. He is able to connect with his audience and break down concepts into easily digestible segments for them to learn. Greg is also a ton of fun and I can’t think of a better person to spend time with when trying to learn automation.

Todd Meyer

Product Manager, Aha!

If you’re looking for support as you work on implementing automation strategies in your business, join us in the Monkeypod Membership.

You can use our private community for ideas, inspiration, and unlimited questions.