Automate Your Way to Coolness: A Humorous 8-Step Program

Embarking on an untrendy journey of automation?

Get ready to rock your consultancy world with these eight evergreen gems. Because let's face it, in the chaotic world of consulting, trends are like yesterday's memes - fleeting.


Lead Magnet Leverage:


Great for: Filling your funnel with new prospects. Develop a masterpiece your ideal customer can't

resist—think how-to videos, tip sheets, and even the occasional dramatic eBook.

Warning: This may cause a surge in leads and newfound fame.


Nurture Sequence Nirvana:


Great for: Creating fans by delivering consistent value.


Design a nurture sequence that's more engaging than a


Netflix binge. Emails, texts, phone calls – the works! It's like the rom-com of business relationships, but without the awkward moments.


Sales Pipeline Symphony:


Great for: Converting from lead to prospect to paying client. Create a digital maestro orchestrating your sales opportunities. No more deals slipping through the cracks – because your sales process should be smoother than a jazz improvisation.


Customer Onboarding Extravaganza:


Bonus! Use the nurture sequence from #2 to welcome your new customers. Make them feel like VIPs with welcome videos, resource links, and a dash of confetti (virtual, of course). It's like inviting them to the cool kids' party of your consultancy.


Employee Onboarding Fiesta:


Double Bonus! Use the same sequence to onboard your growing team. Ensure everyone dances to the same beat. Seamless experiences for everyone, and you didn't even need a party planner.


Invoicing Zen Zone:


Great for: Streamlining systems related to finance and revenue.


Send invoices with the finesse of a ninja. Track payments effortlessly, and remember, chasing payments is so last season.


Testimonial Treasure Hunt:


Great for: Creating fans and driving new business. Send out a testimonial request like a gentle treasure map. Remind them you're worthy of a review worthy of an Oscar.


Choose wisely - Yelp, Facebook, or your marketing treasure chest?


Personalized Check-In Magic:


Great for: Sending a personalized message to wow clients and prospects. Create an automated reminder to follow up - because you're too busy being a superstar. Include a next step, but remember, no one likes an aggressively salesy robot. Stay cool, automate on!


Gear up, automate warriors! Your consultancy's cool factor just went off the charts. 🚀✨


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