Our Process

We'll help you properly launch and use marketing automation to grow your business. 
​Don't worry, our process makes it easy.

Book Your Automation
Assessment

Use the button below to book your automation assessment. You'll be directed to a calendar where you can choose a time that's convenient for you.

We Audit Your Existing
Marketing & Sales Activities

We'll quickly audit your marketing and sales activities to find powerful leverage points in your business that can be automated and learn what time-sucking marketing and sales activities we can turn on autopilot.

Get Your Plan
& Proposal

You'll get a plan and proposal from us to see what it would take for us to help you implement marketing automation in your business.

How We Work With Clients

We Start With An Automation Road Map
To Chart Our Course Together

Together we'll create an automation road map. During this process we create your perfect client journey to get a full picture of how prospects and clients move through your business.

Then We Implement Campaigns That
Help Your Business Grow

We'll get to work implementing the campaigns that will help your business grow and scale, while saving you time. campaign to grow your business. This is a 3 step process that includes designing, testing and launching.

Review And Optimize

To make sure you're getting the most from your automation and campaigns, we'll systematically review what has been implemented.

Launch Campaigns That Run On Autopilot
Designed to Save Time & Grow Your Business

We leverage technology like Infusionsoft and ActiveCampaign to help you build and implement campaigns on autopilot.

Lead Capture And Automated Follow Up

Your new leads will receive the perfect welcome campaign so they get to know you and what you offer.

Live and Evergreen Webinars

Your leads will learn how your service will help them overcome their problems and why you're the one who can help them.

Automated Booking Campaigns

Your leads will be excited at the opportunity to book themselves on your calendar for strategy meetings and consultations.

New Client
On-boarding

Your new clients will receive a consistent on-boarding experience that gives them a great first impression of your business.

Review & Testimonial Request

Your existing clients will be encouraged to leave feedback and testimonials.

...And more