Ryan Clifford shares the 3 signs your manual document process is about to break 👇 Ready to automate? See what you can build: https://lnkd.in/ejAF8arc
I talk to a lot of teams who are “thinking about” automating their document workflows. They’re copy-pasting data from Salesforce into quotes. Tracking contract renewals in spreadsheets, Manually following up on signatures. And they all say the same thing, “𝗜𝘁’𝘀 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗳𝗶𝗻𝗲 𝗳𝗼𝗿 𝗻𝗼𝘄.” Until it’s not. Here are the 3 signs I see that manual processes are about to break: 𝟭. 𝗬𝗼𝘂𝗿 𝘁𝗲𝗮𝗺 𝗶𝘀 𝘀𝗽𝗲𝗻𝗱𝗶𝗻𝗴 𝗺𝗼𝗿𝗲 𝘁𝗶𝗺𝗲 𝗼𝗻 𝗮𝗱𝗺𝗶𝗻 𝘁𝗵𝗮𝗻 𝘀𝗲𝗹𝗹𝗶𝗻𝗴. When your sales ops person is reformatting quotes instead of analysing pipeline, you’ve hit the limit. The work isn’t strategic anymore, it’s just overhead. 𝟮. 𝗧𝗵𝗶𝗻𝗴𝘀 𝗮𝗿𝗲 𝘀𝗹𝗶𝗽𝗽𝗶𝗻𝗴 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝘁𝗵𝗲 𝗰𝗿𝗮𝗰𝗸𝘀. A renewal gets missed. A contract sits unsigned for weeks because no one followed up. One mistake is forgivable. Patterns aren’t. 𝟯. 𝗬𝗼𝘂 𝗰𝗮𝗻’𝘁 𝗵𝗶𝗿𝗲 𝗳𝗮𝘀𝘁 𝗲𝗻𝗼𝘂𝗴𝗵 𝘁𝗼 𝗸𝗲𝗲𝗽 𝘂𝗽. If your growth plan requires doubling headcount just to handle document volume, the math doesn’t work. Manual processes don’t scale linearly, they get messier. Most teams wait until they’re deep in the pain before automating. The ones who move early? They build automation into their growth plan, not as a reaction to chaos. 𝗪𝗵𝗲𝗻 𝗱𝗶𝗱 𝘆𝗼𝘂 𝗸𝗻𝗼𝘄 𝗶𝘁 𝘄𝗮𝘀 𝘁𝗶𝗺𝗲 𝘁𝗼 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗲? 𝗪𝗵𝗮𝘁 𝘄𝗮𝘀 𝘁𝗵𝗲 𝗯𝗿𝗲𝗮𝗸𝗶𝗻𝗴 𝗽𝗼𝗶𝗻𝘁?