AoA Certification Phase 1: Analyzing Automations Training

Phase 1: Automation Analysis & Opportunity Identification

Part of the Anatomy of Automation Certification Program

This is where it all begins.

Phase 1 helps you build the foundational skill that sets every great automation specialist apart: how to identify and analyze opportunities for automation inside a business. You’ll learn what to look for, how to think like a strategist, and how to translate messy operations into streamlined systems — even if you’re starting from scratch.

This phase is self-paced and includes access to recorded lessons, live call replays, and downloadable resources you can use with real clients or your own business.

Curriculum Highlights

• L1: Your Clients — Understanding their pain points and expectations
• L2: Types of Automation — What automation really means in today’s market
• L3–L6: Deep-dive into analyzing processes, tasks, and building automation maps
• L7: Tools & Frameworks — Use proven methods to track and present your analysis
• Live Class Session: 37-minute deep-dive recording on real automation analysis
• Bonus: Case studies, metrics templates, and reporting tools

Resources Included

• Phase 1 Feedback Portal
• Hybrid Solution Problem Statement Worksheet
• Task Performance Metrics Sheet
• Progress Report Template
• Real-world Case Study Library

Bonus Sessions

• Identifying Opportunities for Improvement
• Live Breakdown Call

How Certification Works

Anatomy of Automation is broken into 3 phases. It’s self-paced, and you can work through it on your own schedule.

To move to Phase 2, you’ll complete a short exam prep and demonstration of your skills. After Phase 3, you’ll take the final exam to become a Certified Marketing Automation Specialist.