Admin Automation Checklist

Admin Automation Checklist for Corporate Trainers

Independent trainers waste about 10 hours a week drafting proposals, sorting receipts, and compiling feedback. That's time taken away from designing better workshops or just resting between gigs.

Total admin tasks9 tasks (6 automatable)
Time saveable10.8h/week
Value saveable/month$6,973
0 of 9 reviewed
0%

Proposal & Content Creation

  • Text her the requirements. Christine drafts the full proposal with fees in minutes.

    3h/week
    Automatable

  • Send a voice note with version details. Christine logs everything in Google Docs.

    1h 30m/week
    Automatable

  • You need human creativity and subject matter expertise here.

    2h/week
    Manual

Expense & Travel Management

  • Snap photos of your receipts. Christine OCRs the data straight to Google Sheets.

    2h 30m/week
    Automatable

  • Text her the context. Christine categorizes expenses and flags what gets reimbursed.

    1h/week
    Automatable

  • This takes personal relationships and real negotiation skills.

    45 min/week
    Manual

Post-Workshop Administration

  • Text her the survey stats. Christine formats summary emails for directors like Amanda Park.

    2h/week
    Automatable

  • Text names and dates. Christine handles calendar invites and reminders.

    45 min/week
    Automatable

  • Leading the workshop needs a human presence and adaptability.

    5h/week
    Manual

Your Potential Savings

Check off automatable tasks above to see how much time and money Christine could save you each month.

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Automatable — Christine handles this for youManual — requires your personal judgment or presenceEstimated weekly time cost for this task