The 20-point automation audit
Tick the tasks you do by hand and see how many hours a week you could get back.
The exact timing and wording to follow up with a lead without being pushy.
Hi {first_name},
Thanks for getting in touch about {topic}. I’ve got your message and I’ll come back to you properly by {time}.
In the meantime, here’s something useful: {resource_link}
{your_name}Hi {first_name},
I took a look at {company} and one quick win stood out: {specific_idea}.
If useful, I can walk you through how we’d do it in 15 minutes: {booking_link}
{your_name}Hi {first_name},
{similar_business} had the same challenge with {problem}. After {solution}, they {result}.
Happy to share how that could look for you.
{your_name}Hi {first_name},
Just checking in: is {topic} still something you’re looking at? If the timing isn’t right, no problem at all, just let me know and I’ll stop nudging.
{your_name}Hi {first_name},
I haven’t heard back, so I’ll assume now isn’t the right time and close this off. If anything changes, just reply to this email and we’ll pick it straight back up.
All the best,
{your_name}The first email is about speed: it lands within minutes and confirms you read their message. The next two add value and proof instead of asking "any update?". The last two give the lead an easy way to say "not now", which often brings a reply.
Stop the sequence as soon as the lead replies or books. Read more in speed to lead, or let the form to CRM automation send it for you.
Tick the tasks you do by hand and see how many hours a week you could get back.
Copy-paste replies for price questions, qualifying, booking calls and follow-ups.
Work out how many hours and how much money a manual task is costing you.
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