LeadSimple Blog

Webinar: Exclusive Webinar on Process Automation

This workshop is designed to help you build a gameplan and blue print for improving your processes.

This workshop is designed to help you build a game plan and blue print for improving your processes.

From where to start to how to think about evaluating the ROI in redesigning each process, this event will provide in depth coaching to help you create a high level plan of action.

Specifically you will learn:

  • What processes to prioritize first. Overwhelm is the enemy: You need a plan for chipping away at automating these processes.
  • How to think about documenting your processes. We'll go through our framework for thinking about and defining your processes.
  • How to take action. If you're interested in help, we offer a complimentary 1-on-1 consultation or... sign up for our complimentary DIY course and create your own designated Process Automation Manager within your firm.


Process Worksheet

Process Prioritization Scorecard


Matt Berkompas

Matt is the Product Designer for LeadSimple. He helps prioritize the roadmap, design new solutions and improvements, and collaborates with engineering and marketing teams throughout the process. When he's not working, he enjoys cycling (road+gravel), family time, good books and spending time in the outdoors 🌲

Simplify your growth. Streamline your Operations

Sales doesn't have to be an afterthought, and your processes should be automated. With LeadSimple, you will have a seamless handoff between sales and service teams, and help you turn cold prospects into raving fans by delivering a great customer experience.