Training
The Automation Forge
Your crew needs to adopt these systems, not fight them.
The Automation Forge trains your team to multiply productivity, not just use another tool. We install habits that give back hours this week.
The Problem
Your crew is drowning in admin and "another tool." Without proper training, even the best automation becomes shelfware. We've seen $10K systems go unused because no one taught the team how to make them part of their daily workflow.
Our Solution
Role-specific tracks
We don't train everyone the same way. The owner needs different skills than the lead tech, and the office manager needs different workflows than the field crew.
Live tools, applied practice
No death-by-PowerPoint. We work with your actual systems, your real data, your current workflows.
Habit formation focus
We don't just show you how—we make sure it sticks through repetition and reinforcement.
Who It's For
Owners
Learn to delegate system management without losing control
Crews
Master the tools that make their jobs easier, not harder
Admin Staff
Become automation power users who can train new hires
How It Works
01
Workshop Format
Intensive 90-minute sessions focused on one system at a time
02
Team Cohorts
Train multiple people together for consistency
03
Leader Enablement
Train-the-trainer approach for ongoing adoption
Training Modules
1
Inbox Power Moves
Master email automation, filtering, and template systems that save hours daily.
2
Quoting Shortcuts
Turn quote generation from a 2-hour ordeal into a 15-minute routine.
3
Follow-Up Automations
Set up systems that nurture leads without manual intervention.
4
Prompt Discipline
Get better AI outputs by learning how to communicate with AI tools effectively.
5
Voice-Safe AI Use
Use AI assistance while maintaining your brand voice and avoiding generic corporate speak.
Engagement Models
Single Workshop
90 minutes, one system, up to 5 people
Team Cohort
Three 90-minute sessions covering integrated workflow
Leader Enablement
Train internal champion to roll out to entire organization
The Automation Forge Guarantee
If your team isn't using the systems within 30 days of training, we'll do a follow-up session at no charge. The goal isn't just knowledge transfer—it's behavior change that sticks.
Outcomes You Can Measure
10+
Hours back this week
Immediate time savings from day one
100%
Repeatable workflows
Systems that work the same way every time
90%
Crew buy-in
Team members who advocate for the tools instead of avoiding them
75%
Reduced owner dependency
Systems that run without constant owner intervention
Integration with Your Systems
Training isn't separate from your automation—it's part of it. Every service we build includes training components:
1
After Inbox Command Center
30-minute session on rules and workflows
2
After Quote Generator
45-minute session on templates and pricing logic
3
After Lead Pipeline
60-minute session on pipeline management and follow-ups
Owner Workshop Special
60 minutes to reclaim 10 hours a week
Designed specifically for trade business owners who need to delegate system management but don't know where to start.
- Format: One-on-one, focused on your specific pain points
- Outcome: Clear delegation plan and system ownership structure
Ready to Lock in Your Wins?
You've invested in systems. Now invest in adoption. The best automation in the world is worthless if your team won't use it.