Do you have an automated lead magnet delivery system?
Think: PDFs, freebies automatically sent to new subscribers
Have you set up automated email sequences for new leads?
Think: Welcome emails, nurture sequences
Is your sales call scheduling automated?
Think: Calendly, scheduling tools
Do you have an automated follow-up sequence after discovery calls?
Think: Thank you emails, next steps videos/emails for sales
Is your client onboarding automated?
Think: Welcome packets, questionnaires, first steps
Do you automatically collect client information through forms?
Think: Intake forms, preference questionnaires
Is your contract/proposal process automated?
Think: Digital signatures, automatic sends
Do you have automated payment collection and invoicing?
Think: Recurring payments, automatic receipts
Is your project management automated?
Think: Automatic task creation, deadline tracking
Do you automatically collect client feedback?
Think: Review requests, testimonial collection
Is your social media posting automated?
Think: Scheduled posts, content calendar
Are your client meetings automatically scheduled?
Think: Booking links, calendar management
Do you have automated appointment reminders?
Think: Email/SMS reminders for meetings
Is your webinar system automated?
Think: Registration, reminders, replay delivery
Do you have automated welcome materials delivery?
Think: Resource access, login details
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