WORKSHOP: Sales Automation Made Simple February



Do you even have a sales process?


As you grow and scale your coaching business, it's important to have a solid sales process!

Wouldn't it be nice to:

  • automatically follow-up and get people booked on your calendar?
  • be able to collect leads ... even while you are on vacation?
  • have a strategy for getting in front of new people?


Let Me Show You 5 WAYS to use MARKETING AUTOMATION to generate new leads?


February 26th - 12 - 2 PM ET


Sales Automation ... Made Simple


7 WAYS to use MARKETING AUTOMATION to streamline your sales process



Here's an all too familiar story ... 


You are checking your email (so much email) and you stumble across an inquiry from your website. 

As you skim through the email, you find out that it's a potential client who is interested in your coaching program.


But that email was sent 1 week ago, and you are just now seeing it!


Frantically, you reply back and ask them what they are looking for. And you wait.

And wait. And wait.

And follow-up.

Finally, you get a response.

You aren't quite sure that they are your ideal client, but you would like to have a call with them.

You both go back and forth via email to find a time that works for both of you.

On the call, they agree to join your coaching program.

After the call, you scramble to create an invoice, contract, and the details of your program.

They've signed the contract, but haven't paid the invoice. 3 weeks go by.

You are so busy with your other clients, you haven't noticed you haven't been paid!


Without a sales process, you run your business in chaos!

And leave $$ on the table.


Let Me Show You 7 WAYS to use MARKETING AUTOMATION to streamline your SALES PROCESS!


What you can do with Marketing Automation:

  • Attract customers, 
  • Build relationships with them, and 
  • Persuade them to take the next step in the buyer journey. 

It is an effective way to manage customer service, sales leads, and campaign analytics. 

The goal of marketing automation is to make your marketing efforts more efficient and cost-effective.
(And you get to enjoy your life in the process)





Map Out Your Desired Sales Process

As a coach, you need a sales process that is structured, deliberate, and repeatable. This process will help you turn your prospective clients into paying clients, and it is not just for when you are face-to-face with a client either. 
The sales process can be applied to every interaction you have with your prospective clients. 
You need to decide what you want to sell, who you want to sell to, how you will make the sale, how you will deliver your product, and how you will support your customer in order to generate the results you desire.

Organize Contacts

If you're a coach, you probably have multiple relationships with your contacts. Whether they're a subscriber, a lead, a client, or a strategic partner, you need a way to easily keep track of them. 
The best contact list will allow you to store their personal details, such as their phone numbers, email addresses, and physical addresses, along with their business details, such as the company they work for, their job titles, and so on. 
A good contact list will allow you to store a personal message to each person, so you can easily write to them when you need to.

Collect Your Leads

Finding and converting leads is the lifeblood of any business. The best way to do this is to track and organize your leads so that you can follow up with them at the appropriate time. 
A CRM will help you keep track of all of your leads, and will help you convert them into customers. 
The best part about Keap, the CRM that I use, is the fact that it allows you to automate data entry to free up your time.

Streamline Your Sales Calls

If you are planning on making sales calls, you will have to have a streamlined way of qualifying leads and then leading the call in a way that will take the prospect down the sales funnel. 
This is the way you will be able to take a deposit from the prospect. Power up your OnboardingAutomatically enroll new clients into your coaching program as your business grows. This will free you up to focus on the most important part of your business: developing relationships with your clients and helping them reach their goals. 
Coaches who have a simple way of setting up new clients are the ones who are able to grow the fastest and make the most money.

Integrate Your Systems

In order to integrate your systems, you first need to decide what it is you are trying to integrate. If you are trying to integrate your customer relationship management system with your email marketing, the two systems need to talk to each other.
You have to schedule meetings, put together proposals, and create contracts. Then, there are the invoicing and collections. How can you integrate all these systems to make your life simpler? 
Luckily, there are a number of tools that can help.

Advanced Automations

I'll even show you how to plan long-term nurture campaigns to keep your client lifecycle going!

Creating Simple Virtual Events

There are so many different ways to generate leads. But one way I find particularly effective is to use virtual events, webinars, challenges, and trainings. They help you generate quality leads quickly, which is great for any business, but especially important for coaches and speakers. 
Marketing automation is an essential tool if you’re looking to scale your business, and these techniques can help you do that. You can follow up with people that attend or engage with your content, and learn about their businesses as well!

Growing Your List via Networking

Networking is a must in order to find new leads and to stay current with current ones. The best way to generate leads is by establishing relationships with your prospects and following up with them. 
It’s important to automate your efforts so you can get to more prospective customers. You can do this through emails and text messages. Above all, it’s important to follow the golden rule of networking: never stop.

Becoming a Guest Speaker

Guest speaking is a great way to build your personal brand, by giving insight to an audience about what you’ve learned. It’s also a way to generate leads for your business. 
Once you’ve got your speaking gig, it’s time to turn the information you’ve learned into an email or text message to appeal to potential customers. You can use techniques like automation to help you grow your email list. 


A referral is one of the most effective marketing tools you can use. People are more likely to buy something if it’s recommended to them by someone they know and trust. The best referrals come naturally, but automated follow-ups work too. 





Automation Blueprint Workbook and Template

A step-by-step workbook to use in planning your automation.

Covers each of the automations to use in your business. 


FREE Trial to Keap Pro to Follow Along

Use your free trial to follow me 'step by step'. This is required to get the most of this workshop!

- includes a phone number for your business- includes SMS/Text messages



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Sales Automation Made Simple Video

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