Your blog post

Blog post description.

6/30/20254 min read

Certainly! Here’s a reframed, consultative blog designed to guide readers toward the next stage of your sales funnel, while integrating principles from The Challenger Sale, the Miller Heiman sales process, and SPIN Selling.

How to Decide Where Automation Fits in Your Business: A Guided Self-Assessment

Purpose:
This isn’t about telling you what to automate. It’s about helping you uncover where automation could make the biggest difference—so you can move confidently toward your next decision point. If you’re reading this, you’re already considering how to work smarter, not harder. Let’s make sure you’re focusing on the right areas.

Below, you’ll find a series of reflective prompts and a visual framework inspired by proven sales methodologies: The Challenger Sale (teaching, tailoring, taking control), Miller Heiman (strategic account mapping and win-win outcomes), and SPIN Selling (situational, problem, implication, and need-payoff questions)1 2 3. Use these to assess your unique business needs and prepare for your next steps.

1. Where Could Your Business Get the Most Leverage?

Visual: ⚡️ Lightning Bolt

Think Like a Challenger:
Sales teams that challenge the status quo don’t just automate for the sake of it—they identify where small changes can create big ripple effects1 4.

What’s one process in your business that, if improved, would have the largest positive impact?
Where are you stuck or held back from scaling?
What would happen if you could instantly speed up or eliminate a bottleneck?

Miller Heiman Insight:
Map out your key workflows and identify who is involved at each step. Who is most impacted by inefficiency? Who stands to gain the most from change?2 5

2. What Tasks Are Truly Repetitive?

Visual: 🔄 Recycle Arrow

SPIN Selling Approach:
Start by asking yourself situational and problem questions6 3.

Which tasks do your team do over and over, day after day?
Where are people spending time on manual, tedious work?
If you could free up an hour a day for your team, what would you want them to do instead?

Challenger Insight:
Don’t just automate what’s easy—automate what’s valuable. Challenge your assumptions about what “just has to be done” manually1 4.

3. Who Are Your Most Valuable Staff—And What Are They Doing?

Visual: 👑 Crown

Miller Heiman Strategy:
Identify your top performers and key decision-makers. What are they spending their time on? Are they bogged down by admin or manual processes?2 5

Who in your business is most stretched for time?
What tasks are your best people doing that don’t make the most of their skills?
If you could free up their time, what strategic work would you want them to focus on?

Challenger Insight:
Teach your team to recognize inefficiency and challenge the status quo. Empower them to suggest where automation could help them achieve more1 4.

4. Where Are Mistakes Costing You the Most?

Visual: 💸 Money Bag with a Red Cross

SPIN Selling Implication Questions:

Where do errors or delays cost you money, reputation, or customers?
Which processes are most vulnerable to human error?
What would change if you could guarantee accuracy and speed in these areas?3

Miller Heiman Insight:
Use opportunity analysis to identify red flags and potential roadblocks. Where are the risks greatest?2 5

5. Where Could Automation Make You the Most Money?

Visual: 🚀 Rocket

Challenger Value Proposition:

Which processes, if improved, would directly increase sales, customer satisfaction, or retention?
Where are you missing opportunities because your team is stuck on admin or manual work?
If you could automate one revenue-generating activity, what would it be?1 4

SPIN Selling Need-Payoff:
Ask yourself: “What would the payoff be if we solved this problem with automation?”3

Visual Checklist Table

ConsiderationIconSelf-Reflection QuestionsHighest leverage⚡️Where would small changes have the biggest impact?Repetitive tasks🔄What tasks are done over and over?Most valuable staff👑Who is stretched thin and what would they do with extra time?Costly mistakes💸Where do errors cost you the most?Revenue potential🚀What could make you more money if automated?

Next Steps: Moving You Forward in the Sales Funnel

Miller Heiman:
You’ve now mapped your key processes and identified pain points. The next step is to align your needs with potential solutions and take action2 5.

Challenger Sale:
You’re ready to challenge the status quo. Let’s have a conversation about how automation can help you achieve your goals—not just by solving today’s problems, but by opening up new opportunities for growth1 4.

SPIN Selling:
You’ve uncovered your needs. Now, let’s explore how automation can deliver real payoff for your business3.

Ready to take the next step?
Let’s discuss where automation fits in your business and how it can help you achieve your strategic goals. Book a call or reach out to move forward in your decision-making process.