Our Proven Automation Methodology
Optimize your business with a clear and effective methodology
Resources
Chapters
0.00 - Introduction
2.18 - Organizational functions
2.47 - Module formats
4.17 - Approach
5.21 - Decision tree
2.18 - Organizational functions
2.47 - Module formats
4.17 - Approach
5.21 - Decision tree
Resources
Chapters
0.00 - Introduction
1.55 - Business Processes
2.55 - Decision Tree
4.59 - Email Management
11.10 - Note Taking
14.29 - Data Entry
20.13 - Password Management
22.59 - Communication Management
26.11 - Document Management
29.18 - Call and Appointment Planning
32.03 - Mistakes to Avoid
33.23 - Optimization Process
34.28 - Additional Resources
1.55 - Business Processes
2.55 - Decision Tree
4.59 - Email Management
11.10 - Note Taking
14.29 - Data Entry
20.13 - Password Management
22.59 - Communication Management
26.11 - Document Management
29.18 - Call and Appointment Planning
32.03 - Mistakes to Avoid
33.23 - Optimization Process
34.28 - Additional Resources
Resources
Chapters
0.00 - Introduction
3.42 - Sales Processes
4.29 - Arbre de décision
6.08 - Decision Tree
10.43 - Lead Management
14.55 - Prospecting
18.26 - Sales Call Management
21.44 - Reporting and KPIs
23.57 - Requests for Proposals (RFPs)
26.21 - Service Offers
28.42 - Mistakes to Avoid
30.08 - Optimization Process
31.19 - Additional Resources
3.42 - Sales Processes
4.29 - Arbre de décision
6.08 - Decision Tree
10.43 - Lead Management
14.55 - Prospecting
18.26 - Sales Call Management
21.44 - Reporting and KPIs
23.57 - Requests for Proposals (RFPs)
26.21 - Service Offers
28.42 - Mistakes to Avoid
30.08 - Optimization Process
31.19 - Additional Resources
Resources
Chapters
0.00 - Introduction
3.10 - Financial Processes
4.17 - Decision Tree
5.45 - Accounts Payable
10.30 - Accounts Receivable
13.43 - Accounting and Compliance
17.10 - Payroll
20.33 - Credit Card Reconciliation
23.10 - Reporting
25.21 - Cash Flow Management
27.22 - Procurement
29.27 - Mistakes to Avoid
31.17 - Optimization Process
32.10 - Additional Resources
3.10 - Financial Processes
4.17 - Decision Tree
5.45 - Accounts Payable
10.30 - Accounts Receivable
13.43 - Accounting and Compliance
17.10 - Payroll
20.33 - Credit Card Reconciliation
23.10 - Reporting
25.21 - Cash Flow Management
27.22 - Procurement
29.27 - Mistakes to Avoid
31.17 - Optimization Process
32.10 - Additional Resources
Resources
Chapters
0.00 - Introduction
3.10 - HR Processes
4.19 - Decision Tree
6.11 - Recruitment
10.42 - Onboarding and Offboarding Management
14.01 - Performance Management
16.33 - Systems and Administration
20.12 - Reporting and KPIs
23.26 - Request Management
26.21 - Service Offers
26.23 - Mistakes to Avoid
27.31 - Optimization Process
28.23 - Additional Resources
3.10 - HR Processes
4.19 - Decision Tree
6.11 - Recruitment
10.42 - Onboarding and Offboarding Management
14.01 - Performance Management
16.33 - Systems and Administration
20.12 - Reporting and KPIs
23.26 - Request Management
26.21 - Service Offers
26.23 - Mistakes to Avoid
27.31 - Optimization Process
28.23 - Additional Resources
Resources
Chapters
0.00 - Introduction
2.54- Operational Processes
3.19 - Decision Tree
5.40 - Work Planning
8.54 - Resource Management
10.54 - Cost Control
12.38 - Quality Assurance and Compliance
14.57 - Reporting and KPIs
17.09 - Supplier and Subcontractor Management
19.07 - Mistakes to Avoid
20.28 - Optimization Process
21.06 - Additional Resources
2.54- Operational Processes
3.19 - Decision Tree
5.40 - Work Planning
8.54 - Resource Management
10.54 - Cost Control
12.38 - Quality Assurance and Compliance
14.57 - Reporting and KPIs
17.09 - Supplier and Subcontractor Management
19.07 - Mistakes to Avoid
20.28 - Optimization Process
21.06 - Additional Resources
Explore real results in action
See how teams use Liboiron to automate smarter, scale faster, and simplify operations.
Hardware Rebels Monday.com Board Synchronization for Client Visibility
One hour of manual board updating every morning, eliminated. 25 client boards now sync automatically from a single internal master board.

Elexpertise Pipedrive CRM & Access Data Migration
Migration of a corrupted 7,700-record Access database into Pipedrive, with Mailchimp sync and Skyvia backup.
Transbiotech Pipedrive CRM & Business Development
A technology transfer center secures its business development and reaches 100% CRM adoption with Pipedrive.
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NotreMaison Pipedrive CRM & Lead Management
From 24-hour to 8-hour response time for a healthcare residence manager in Quebec.

Multilogements Pipedrive CRM & Lead Automation
From 15 to 5 minutes per rental inquiry — across 700 units

Protech Construction Monday.com Project Management
Quebec general contractor, 15-person team, ~10 simultaneous projects. Replaced scattered Google Sheets with interconnected Monday.com boards. 15+ hours saved per week. 30% reduction in errors. Full project visibility across Sales, Operations, Marketing, and HR. Delivered in 6 months using Monday.com + Make.

Groupe EEA Custom Automation for Crew Mobilization
300-employee construction company. Custom automation cut emergency mobilization time from 2 hours to 1 hour for 200 people. Zero roster errors.





