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Introducing Automation Domination: Streamline Your Business

Introducing Automation Domination: Streamline Your Business

Recorded on July 19, 2018 @ 3:00 p.m. MST with Michael Reid

Learn to seamlessly automate your process serving business on a budget. Automating your daily process creates a better workflow to save time and reduce headaches. During this webinar, Michael Reid, owner of Process Server Daily and host of the Process Server Daily Podcast, will take you through the three steps to start automating and the top applications to use. 

Watch the Webinar

This webinar was presented as a part of the ServeNowEDU Webinar series. To watch other previously recorded webinars and to register for upcoming webinars, visit ServeNowEDU.


Steps to Automate Your Process Serving Business

You don’t need to be tech savvy to make your business efficient. There are tools you can use to automate your processes and optimize your workflow. These tools include Clickfunnels, Stripe, ServeManager, and Zapier. Learn more about how they can save you and your business time and energy by reading the summary below or watching the webinar above.

You have far more capacity to create the circumstances and events in your life than you are aware of. - Bob Davis

Setting up an Automated Business Model

After setting up his own successful process serving business, Michael Reid noticed a couple of basics steps that lead to his company’s success:

Step #1: Develop your value offer

When you visit Michael’s company website, one of the first things you see is an offer for a free "California eFiling Handbook." He recommends that each business offer something valuable for free to their potential clients. The thought of writing a book to give away can seem intimidating to many, but business owners can provide value in many other ways. Brainstorm ways that work for you, whether it’s creating a blog, a detailed article, or even a video that shares valuable information with potential customers in a concise way. This is the kind of lead generation that builds relationships with potential clients even if they don’t immediately invest in your services.

Step #2: Create automation systems

Automating your processes improves the experience of both you and your customer. It enables you to spend less energy on time-consuming and menial tasks, like data entry, and more time in the field. Think about the things that take up your time, even if it’s small things like updating your customer list or sending text updates. You can automate many aspects of your business process, saving you time and money in the long run. Keep reading for more tools that can help you automate your business.

Step #3: Optimize your website

While this step isn’t the focus of Michael’s webinar, it is still important to touch on. Optimizing your company’s traffic entails marketing in a way that brings relevant potential customers to your site. You can do this through things like social media and website design.

Automation Tools

Michael’s favorite tools:

Learn more about some of these tools below.


What it does: ClickFunnels is a simple way to create your website by creating funnels, or web pages, that funnel site visitors in a way that’s specific to your goals (like generating leads or sales). Check out the webinar to see what effective funnels look like.


  • Customer-focused and user-friendly platform
  • Allows you to capture leads or nurture future clients
  • Enables customers to order serves online while you’re in the field
  • Increases your average cart value by 25% with order bumping


What it does: Formstack is an online form builder that’s easily customizable and integrates with other applications without the need for a developer.


  • Securely collect and store customer information
  • Quickly build new forms, applications, and internal forms
  • Collect Credit Card Details that are encrypted and safe in the cloud
  • Take a customers service request from an idea, to your server software in minutes


What it does: ServeManager is software crafted specifically for process servers that allow servers to easily manage forms and jobs.


  • Find servers via the ServeManager interface
  • Dispatch jobs to servers in the field automatically
  • Manage serves and customer awareness in real time
  • Automatically receive service details from the field
  • Service details auto-populated into proof of service
  • Email proof for signature or set up electronic signature
  • Track server pay
  • Seamlessly collect funds in ServeManager through Stripe
  • Super easy to customize if you need to


What it does: Stripe is an online payment processing software that allows businesses to accept payments and manage their businesses online.


  • Cloud-based infrastructure provides reliability, scalability, and security
  • Solutions rooted in code and design
  • Custom integration
  • Works with financial institutions to remove financial complexity


What it does: Zapier allows you to automatically connect all of your apps and automate your workflows.


  • Easily customizable and flexible plans
  • Build workflows with a few clicks
  • Connects more than 1,000 different apps

If there’s something that can be automated, why wouldn’t you automate it so that you don’t have to do it and you don’t have to pay your employees to do it? - Michael Reid

For more information or to hear more of Michael’s wisdom, sign up for his course, tune into his podcast, or check out his Process Server Daily website.

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