The 3-Phase Framework for Planning Sales Automation

Buying the newest software won’t solve sales inefficiencies. Without a plan, small business leaders risk spending thousands on platforms that never stick. That’s why Flowbot Forge teaches a three-phase Map, Measure, Automate framework.

We’ve run sales automation workshops for businesses of all sizes—small operations looking to save hours per week and larger teams aiming for pipeline predictability. Those who slow down and map before automating achieve adoption and measurable ROI.

Phase 1: Map

Draw your full sales cycle from first customer touch to close. Use sticky notes or digital mapping tools. Identify where deals move smoothly and where they stall.

Phase 2: Measure

For each step, assign concrete metrics:

• Hours wasted per week on repetitive tasks.

• Average lead response time.

• Revenue lost to missed follow-ups.

Phase 3: Automate

Prioritize automation that directly improves those metrics:

• Chatbots or web forms that push leads directly to your CRM.

• Tailored follow-up cadences instead of ad hoc reminders.

• AI-driven pipeline triggers that nudge reps toward next steps.

This methodology draws from Six Sigma principles adapted for high-growth small firms: data drives decisions, then technology reinforces them.

The workshop version of this process can be completed in one day. By the end, your team should own:

1. A complete visual sales cycle map.

2. Three key metrics to track over the next 90 days.

3. Two pilot automations launched and measured.

Flowbot Forge has helped companies both lean and complex implement this planning approach. If your team is ready to create a repeatable automation framework, we’re here to guide you through it and ensure adoption takes hold.