Make Converting Leads Predictable
Automations in your business can destroy that human touch your service provides. That's why you need your automated processes to avoid sounding like a robot. So it saves your team time & makes more money.
"Automations will never work in our business, we pride ourselves on our personal service."
Nothing can compromise the quality of service you provide, many successful businesses feel the same & that's exactly why you need to ensure anything you automate is in your business' authentic tone. What we've found is a business always has a predictable customer journey—that's what has made you successful. We've learnt a few tricks to ensure automations feel human & never compromise your quality of service & only ever improve it to save your team time to give them more time to care for your clients.
"It'll take the team too long to get used to & therefore won't make us more money."
Building out a CRM is a nightmare, we all find it stressful & frustrating when we tackle it alone. What we've found is our own predictable journey in working with businesses to build out their entire customer journey & hand it over one section at a time to avoid causing stress in the changeover to ensure the whole team adopts it well.
"How do I know I can trust all these automations? Sounds too risky to put on my clients."
Trust is imperative, you'll see everything we build before it is sent to a single prospect or client of yours. That way, you can feel rest assured everything we build is part of elevating your incredible service & saving your team time.
Still unsure?
Good, that means you care about your business. Building out your CRM & automations should not be a rushed decision. We actually recommend you don't start working with us on this. Instead, we recommend we start with our Lead Gen or Social Media service to begin with.
Offer Locked
We encourage using our Lead Gen or Social Media offers first. Want direct access to CRM & Automations? Click the lock to verify.
Are you sure?
Our CRM and automated operations may not be the best starting point.
Here's The Process
Your Business Discovery
- • Complete end-to-end customer journey map
- • Identify sales bottlenecks & leaks
- • Discovery meeting to discuss in detail
Your Business Build
- • CRM structure built bespoke to your business
- • Lead Magnet, Calendar & Automations included
- • Quote & contract templates with e-Signatures
Your Business Handover
- • Joint system checks & cross-device testing
- • Fine-tuning copy, messaging & final revisions
- • Operational walkthrough & complete sign off
Your Options & Pricing
The Customer Journey Build
Full system build out that captures leads, guides them through a predictable journey to the moment they sign as your client.
- ✦ A lead magnet to capture leads via socials / ads
- ✦ A digital 'business card form' to allow you to capture data when networking
- ✦ Pre meeting automations to overcome objections before you meet
The Aftercare Funnel Build
A system to automate upselling all your other services to clients. For any business 10+ years old this is a great method that can double revenue quickly.
- ✦ We work out all your services & when the most ideal time of year to introduce it is
- ✦ Build a campaign that goes out monthly or quarterly to your clients
- ✦ Communication method is based on how you speak to your clients (Conversational & human)
The Retainer
Once your system is built we continually look to improve it based on the results that come in.
- ✦ Adjustments to existing build included (copy or content)
- ✦ Consistent sequence audit, analytics and bottleneck analysis
- ✦ Additional works priced separately
(+£50/pm if both options are taken above)
*All prices are subject to VAT
Your Questions, answered.
It's natural to feel concerned. The sequences are meticulously scripted based on what works for your business, if that is a more personal touch then that is exactly what we build in. For example, in our own events, when someone books a ticket, 2 hours later they receive an automated email that gets a high response rate. It's just 2 lines of text to ask if they got the calendar invite for the event. It's minimal & feels personal as a result. A lot of this process is learning where your team repeats themselves & how we can automate that.
No problem at all, as long as you have your data - we can make sure it all gets uploaded on to your new system along with any notes you have on them & keep everything GDPR compliant.
Less than 4 hours in total, but if you would like to be more involved & see the process as we progress we're happy to answer your questions as we work together. The key is taking the time to get it right the first time round so this can work for your business for years to come.
Still got more questions?...
Companies we've worked with:
Professional Associations & Networks
