How to Run Your First Sales Automation Workshop
Sales automation sounds powerful but often feels overwhelming for small business leaders. The most effective way to cut through the noise is by leading your team through a simple, structured workshop that reveals bottlenecks and unlocks efficiency.
At Flowbot Forge, we’ve facilitated sales automation workshops for clients both large and small—from local service-based businesses to scaling mid-market firms. What separates successful sales automation rollouts from wasted software spend is preparation and structure.
A well-run workshop follows three predictable steps:
Awareness Mapping: Team members list every manual task in the sales process side-by-side. Common ones include lead capture, CRM updates, proposal tracking, and follow-ups.
Friction Scoring: Assign a rank for each task based on how time-consuming and frustrating it is. This transforms subjective complaints into data-driven prioritization.
Workflow Prototyping: Pick the two most critical friction points and build rough automation outlines. Even basic prototypes give clarity about what is viable.
This structure works because it mirrors the design thinking model used by larger enterprises. By distilling the process for small businesses, leaders gain the same clarity without the complexity or cost.
By the end of your first workshop, you should have:
A top-five “to automate” list prioritized by business impact.
At least two prototype workflows sketched inside your CRM or automation platform.
A clear 90-day implementation plan with ownership assigned.
At Flowbot Forge, our team is here to help small businesses put these frameworks into practice. We know that automation isn’t about removing people—it’s about building workflows that free them up to do more
