Automate & Scale

Make your business run without you in the room

Learn how to replace repetitive manual work with smart automations so your business runs efficiently — even when you're not in the room. Built for busy business owners who want more growth with less grind.

19 lessonsAI-adaptiveCancel anytimeLearn anywhere
Automate & Scale

"I'm not here to sell you on automation as a concept — I'm here to make sure you leave with automations that are actually running in your business."Cassandra Latham Jones

What you'll learn

What you'll be able to do

  • Map your entire business workflow and pinpoint every task that can be automated
  • Build no-code automations using tools like Zapier, Make, or similar platforms — without any technical background
  • Automate client onboarding, follow-ups, and communications to deliver a seamless customer experience
  • Create an automated sales pipeline that nurtures leads and closes deals while you sleep
  • Set up internal reporting and team task management systems that run on autopilot
  • Reclaim 10+ hours per week by delegating routine operations to automated systems
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How it works

A school that adapts to you

This isn't a set of static videos. Every lesson is generated live and tuned to where you actually are.

We learn your level

A quick placement check tailors your starting point so you're never bored or lost.

Lessons adapt as you go

Each lesson is written for your pace and your goal, adjusting as your skills grow.

Your AI coach keeps you moving

Checkpoints, feedback, and gentle nudges turn progress into a real result.

The curriculum

What's inside your school

6 modules · 19 lessons

1

Your Business on Paper: Mapping What You Actually Do

Before touching any tool, business owners must understand exactly how their business operates as a system. This foundational module builds the strategic clarity needed to automate with intention — not guesswork. Students leave with a fully mapped workflow and a prioritized hit-list of automation opportunities.

  • 1.1The Time Audit: Where Your Hours Really GoIncluded
  • 1.2Workflow Mapping: Drawing Your Business as a SystemIncluded
  • 1.3Automation Readiness: Fixing Your Processes Before You Automate ThemIncluded
2

No-Code Automation Foundations: Building Your First Real Automations

With workflows mapped and cleaned, students now get hands-on with the most powerful no-code automation platforms available. This module builds genuine technical confidence — from understanding core concepts to building multi-step automations in both Zapier and Make — and equips students to choose the right tool for every future use case.

  • 2.1How Automation Platforms Actually WorkIncluded
  • 2.2Zapier Deep Dive: Multi-Step Zaps, Filters, and FormattersIncluded
  • 2.3Make Deep Dive: Scenarios, Routers, and IteratorsIncluded
  • 2.4Choosing the Right Tool for Every AutomationIncluded
3

Client Experience on Autopilot: Onboarding, Follow-Ups & Communications

The client journey is where automation pays the most visible dividends. This module teaches students to build automated systems that deliver a warm, professional, and consistent client experience — from the moment a new client signs on to every touchpoint that follows — without requiring the owner's manual attention.

  • 3.1Automated Client Onboarding That Feels PersonalIncluded
  • 3.2Follow-Up Sequences That Never Drop the BallIncluded
  • 3.3Automating Routine Client CommunicationsIncluded
4

Automated Sales Pipeline: Leads, Nurture & Closing While You Sleep

This module transforms the sales function from a manual, attention-intensive process into a systematized pipeline that captures, qualifies, nurtures, and converts leads with minimal owner involvement. Students build the infrastructure that generates revenue even when they are offline.

  • 4.1Capturing and Qualifying Leads AutomaticallyIncluded
  • 4.2Building a CRM That Updates ItselfIncluded
  • 4.3Nurture Sequences That Build Trust and Close DealsIncluded
5

Internal Operations on Autopilot: Reporting, Tasks & Team Management

Automation's benefits extend deep inside the business. This module helps students eliminate the manual overhead of internal operations — task creation, project tracking, team coordination, and performance reporting — so the business runs efficiently without constant owner orchestration.

  • 5.1Automated Task Creation and Project ManagementIncluded
  • 5.2Building a Live Business Dashboard Without Manual ReportingIncluded
  • 5.3Automating Internal Communications and Team NotificationsIncluded
6

Your Automated Business: Putting It All Together and Scaling It

The final module shifts from building to mastering. Students audit, stress-test, and optimize their full automation stack; measure real time and revenue impact; and build a personal scaling roadmap that turns today's automations into a compounding operational advantage. This module ensures the course delivers on its core promise: 10+ hours reclaimed per week.

  • 6.1Auditing, Testing, and Error-Proofing Your Automation StackIncluded
  • 6.2Measuring Your Time Savings and Business ImpactIncluded
  • 6.3Your 90-Day Automation RoadmapIncluded

Who it's for

Is this you?

The Solo Consultant

You're billing at a high rate but drowning in admin — this program frees you from the operational work that doesn't pay.

The Agency Owner

You're managing clients, a team, and new business at once — automating onboarding, comms, and reporting lets you scale without burning out.

The E-commerce Operator

Your orders, follow-ups, and customer comms are eating your day — you'll learn to build pipelines that handle the repeat work automatically.

The Service Business Owner

From booking to invoicing to client check-ins, your business is full of repeatable steps that are ready to be automated right now.

The Early-Stage Founder

You're wearing every hat and can't yet afford to hire — automating your workflows gives you the operational leverage of a much bigger team.

The Growth-Stage CEO

Your business has momentum but your internal systems haven't kept up — this program builds the operational infrastructure to support real scale.

Questions

Frequently asked

Your teacher

A note from your teacher

CL

Cassandra Latham Jones

If you started your business to have more freedom — and somehow ended up more buried in daily tasks than any job ever made you — I get it. That gap between the business you imagined and the operational treadmill you're actually running is one of the most frustrating places to be. You're capable, your business is working, and yet you're still the one manually sending follow-up emails, updating spreadsheets, and holding every process together by hand.

That's not a hustle problem. That's a systems problem. And it's entirely solvable.

I built Automate & Scale for business owners who are done trading time for output. This program walks you through exactly how to map what your business actually does, spot every task that a machine can handle better than you can, and build real no-code automations using tools like Zapier and Make — without needing a developer, a big budget, or a technical background. Every lesson is a walkthrough. Every module produces something you can deploy in your business immediately.

What I care about is that you leave with a working automation stack, not just ideas. So we go through the whole picture: client onboarding that runs itself and still feels personal, a sales pipeline that captures, qualifies, and nurtures leads while you're offline, internal reporting that updates without anyone touching it, and a tested 90-day roadmap so you know what to build next. No fluff, no filler — just the steps, the tools, and the logic you need to make it happen.

The business that runs without you in the room isn't a fantasy. It's an engineering problem. Let's solve it together.

Cassandra Latham Jones

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  • 6 modules, 19 lessons
  • AI-adaptive lessons tuned to your level
  • Quizzes & checkpoints to lock in progress
  • Your own AI learning coach
  • Learn on any device, at your pace
  • Full access for as long as you're subscribed