Top 20 Automations That Run My $10M+ Company | Zapier Tutorial

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These are the Top 20 Automations I use to run my $10M+ company. Even using a few of these will make your life 10X easier.

The #1 question I get about Zapier is “What do I need to automate?”

Your business is different than mine, but that doesn’t mean you can’t take these examples and implement them today.

This is not a beginner Zapier tutorial. But I do have one you can watch here: k

By the end of this tutorial, you’ll have the tools to work LESS in your business, not more.

0: 00 – Intro
2: 08 – RIA – Kajabi Inactive 7 Days – Email
4: 04 – RIA | Convertri VSL Opt-In – A/C
7: 36 – Stripe Charged Failed – Slack Notification
9: 25 – RIA | Calendly Booked Call – A.C Booked Call
10: 15 – SWS | Thumbnail Ready For Review – Notify Slack
11: 18 – Booked Appointment App grade – Close.io CF
12: 52 – SWS | 30 Days Onboarded – Slack Gift
14: 04 – RIA | Proposal Completed – AC Send Jot Form – Kajabi Access
15: 35 – SWS Coaching – Onboarding Form Auto-Invites
16: 56 – SWS Backend – Brian – Consultation Call – Close & Slack
17: 45 – Asana Task – Notify Slack Channel
18: 32 – (SWS) General | Canceled Appointment – Is Not Reschedule – Create/Find Lead Close.io – Update Lead Status
19: 21 – Close.io Inbound Text – Slack Notification (Closers)
20: 20 – Opp Change to Curated – AC Remove from all Automations
20: 56 – Sales Recordings – Brian
21: 50 – Zoom Extraction Form – Asana Task
22: 50 – RIA – Onboarding Sub – Start Weekly Checkins
23: 42 – Stripe New Cash – Airtable + Slack
24: 30 – (SWS) Roadmap VA Booked – NOTIFY SLACK – ASSIGN SETTER

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