CRM & Marketing automation

Automate your business, amplify your growth

Take back time spent on recurring tasks, enhance your customer experience and fill your pipeline with qualified leads on autopilot with effective marketing automation.

Turn more leads
into clients

Get more of your
time back

Increase repeat
sales and referrals

Ready to turn your business into a well-oiled machine that generate consistent results

Growing a business can feel like running endlessly on a hamster wheel, doesn’t it?

Lots of endless activity just to keep the lights on including

  • Finding new leads
  • Nurturing and following up on those leads—this can take months with no guarantee of closing.
  • Countless sales calls
  • Onboarding new clients
  • Delivering your product or service
  • Customer support.
  • Asking for referrals 

The list goes on and on…

Then there’s the endless list of repetitive tasks in between that make you want to pull your hair out.

It’s no wonder you’re feeling overwhelmed.

You’re starting to drop the ball on areas that matter.

Your customers are starting to notice the drop in quality or the inconsistencies or falling through the cracks.

Where does all that work leave time for you to be strategic?
To specialise on what you are great at or work on the business?
How about some you time—to do the things that matter to you?

Did you know that most lead generation, sales and operational tasks can be automated without losing your personal touch?

We can help you set up automation campaigns that run on autopilot, so you can generate more sales, retain clients longer, grow referrals, save time, and grow your business without having to hire more people or work longer hours.

Automation can be a game changer for your business

Turn more leads into clients with automated follow up

Easily moves prospects from 'cold' to 'hot' without any additional effort from you or your staff.
Leads enter your funnel uninformed, but with automated touchpoints based on their actions, they are educated and nurtured through the sales funnel.
You’ll now have your own virtual 24/7 salesperson, sending information that is tailored to each individual prospect based on actions they are taking.

Increased revenue and customer lifetime value

If you automate cross-sells, up-sells, customer follow-ups, referral requests, and post-sale communication you are bound to see an increase in deal-size and customer lifetime value.
When you combine this with better prospect and management, you can expect a better ROI.

Better data for smarter decisions

Get full visibility and understand what is happening at every stage of the customer lifecycle with data to help you make the right decisions for growing your business

Build a streamlined and scalable business

When a process is more manual or reliant on one person, it will be more difficult to scale when the team grows. With automation, you can eliminate time-consuming, repetitive tasks and create repeatable, scalable processes.
Better still you’ll have a consistent and reliable customer experience.

How we help

Here’s how we help you automate and scale your business

CRM & Platform Setup

You need the right customer relationship management (CRM) software and email service provider (ESP) to run successful automation campaigns. We’ll take care of all the painful tech side of things like platform selection, deployments, migrating your customer database, setting, integrations and tweaking things so that your system like a well-oiled machine

Design your customer journey

We’ll work with you to map out and build world-class customer journeys so you can capture every critical aspect of your customer experience. This is a critical step in understanding your customers and the inner workings of the business so you can unpack opportunities to simplify your operations, create happier customers and drive more sales.

Creating content

Effective Automation is a content-intensive game—from valuable content like blog posts and eBooks designed to attract customers to your business, to email sequences, text messages and landing pages. We help you build the assets required to engage your audience and drive sales.

Implement automation campaigns

We implement custom automation campaigns so you can streamline your business and get more clients, make them happier, keep them longer and make your life easier. We manage the end to end process to make sure everything runs smoothly.

Some of our favourite automation campaigns

Lead Capture &
Follow Up

Your new leads will receive the perfect welcome messaging, so that they get to know you and what you offer. ​

Live and Evergreen Webinars

Your leads will learn how your services will help them overcome their problems and why you are the right one for the job.

Automated Booking & Follow-up

Leads will be thrilled at the chance to book themselves on your calendar for strategy meetings and consultations. They’ll be ‘warmed up’ and ready for when you meet them.

New Client
On-boarding

Your new clients will get a consistent onboarding experience that gives them a lasting first impression of your business.

Review & Testimonial Request

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

Courses & Membership Engagement

Your existing clients will be more engaged and stay longer. You’ll have more impact and less cancellations.
John's advice and support have been instrumental in defining and mapping our customer journey, as well as formulating our email and marketing automation strategies. John's understanding of email and marketing platforms, as well as customer acquisition strategies, is impressive.

I would highly recommend John to any organisation that is looking at using email marketing automation as a customer acquisition channel
Corey Wolf
Head of Inbound Marketing, Australian Institute of Business

Here’s how it works

Book Your Automation
Assessment

On this call, we'll explore your marketing and sales activities in detail to uncover opportunities for automation and discover what time-sucking activities we can turn into autopilot.

Get Your
Plan

You'll get a roadmap on how implement marketing automation in your business.

Implement &
scale

We'll help you implement automation campaigns so you can convert more customers, streamline your operations, and scale your business.

Business is about building meaningful relationships.
Automation helps you do this at scale

No more wasting money on systems that never get fully utilised

Most people waste thousands of dollars every year on CRM, landing page, marketing automation and other systems that are supposed to help you streamline, manage and grow your business.

Instead you have a bunch of systems that hardly talk to each other, let alone get fully utilised to their fullest potential.

By the time we’re done working together, you will have your marketing and sales systems working like a well oilled machine, and your staff trainied on how to drive the tools to grow your business.