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Automation Technology for Your Business to Win Clients

Understand the value of automation technologies and how to integrate them into your business model to gain a competitive advantage.

There has never been more noise in the marketplace as there is today about technological automations for businesses. The constant advancement of business technologies unlocks more potential for organizations to thrive. Becoming a fully automated enterprise is a commitment to transformation. However, businesses are just starting to understand their value and how to integrate them into their business model to gain a competitive advantage, especially when AI is combined with automation. Automations are extremely powerful but do not have to be super complex. They enable business owners and employees to automate, relying on personal intelligent robots-helpers, while operating in the seamlessly connected web of systems, software, and applications. Learn how much value companies can get by adding AI and automations to business applications and processes, how to architect a smart business with automation and more.

Runtime: 59 minutes
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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

How to Work on Your Business, Not in Your Business

  • The Myth of Multitasking
  • How You Are Losing Clients
  • Outsourcing vs. Automating

Find What Your Clients Need From You

  • Determine Your Client Journey
  • Map Your Sales Funnel
  • Determine and Track KPIs

Create a Turn-Key System of Automation

  • Find the Areas to Automate
  • How to Select Your Tools and Platforms
  • Implement Your Automations
  • Test, Analyze and Refine Your System
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More Program Information

Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

OnDemand Course

This course was last revised on February 18, 2021.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Stacey M. Lake

Stacey M. Lake

Lawfecta

  • Owner and Founder of Lawfecta
  • Helps freelancers let go of their fears, up their confidence, and get a strategy in place to create a sustainable and profitable business
  • Handles technology consulting, web design, website maintenance, logo and submark design, brand styling, social media strategy, billing and project management, and chatbot and live chat
  • Speaking/teaching experience includes “BYOB (Become Your Own Boss)” webinar for CAPA (California Association of Paralegals) GOAL Academy, “The Unauthorized Practice Of Law And The Future Of Innovation Within The Regulation” at the ICAP 2019 Educational Conference, and “Save Time & Win Clients with Outsourced Services” webinar for Smith.AI
  • Memberships include Victor Valley Chamber of Commerce, National Association of Legal Assistants (NALA), Inland Counties Association of Paralegals (ICAP), San Bernardino County Bar Association (SBCBA), and The Association of Legal Technologists (ALT)
  • Qualifies as a paralegal under California Business & Professions Code §6450, registered California Legal Document Assistant in San Bernardino County offering assistance to the general public
  • Paralegal Certification, Victor Valley College; B.S. degree in technological entrepreneurship and management, Arizona State University
  • Can be contacted at 760-280-0322, [email protected], or TheModernParalegal.com
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More Program Information

Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 408394
Published 2021
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Available in Multiple Formats

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