Sales and Marketing Automation

​Businesses, no matter how small, require automated workflows in order to continue to stay up to date with the unique needs of their clients and prospects.  We are here to assist you, high-end, service businesses, develop meaningful relationships and provide tools to understand which interactions lead to the biggest returns.

Service Highlights

Email Marketing
Lead Generation
Website Traffic Tracking
Social Media Planning

Email Marketing

Streamline the process of sending your monthly e-newsletter with a branded template designed with your values in mind.  Premium plan options available to include content creation and complete email campaign management.

Working with potential clients and vendors in Europe? 
​We can enhance your opt-in system to be GDPR compliant.

Lead Generation and Management

Whether you are gathering leads from your website, networking or just building a database of existing contacts, you will need one place, your CRM (Customer Relationship Management software) to store all of your prospects, clients and partner contact details.  And once everything is located in one place, you will have access to reporting to make educated decisions about your business.

To keeping things straight forward, we can supply you with a branded widget for your website and the necessary training.
  

Website Traffic Tracking

Start tracking details of who it visiting to your website and when, allowing you access to know the best times to connect with prospects and clients for you to work smarter when it comes to closing those deals.

Social Media Planning

No modern Marketing strategy is complete without opportunities to connect with your clients while they are on their favorite Social Media platform.  Whether you wish guidance in scheduling your posts, or rather have us handle everything-including content creation we offer the Social Media Management services you need to stay top of mind. 
Seeking information about Event Technology for Events, Sales Roadshows and/or Virtual Experiences?

Case Study

One of our solopreneurs dreamed of automating their business to stay in touch with people they met at networking sessions through personalized interactions and decrease the time it took to turn cold prospects into warm leads.  They opted to run their business on an Enterprise level Zoho One account (maximizing Zoho CRM, Sales IQ, Zoho Forms and Zoho Campaigns) to get started.  

Every single contact they met was added to their Zoho CRM account.  Through templates they were able to promptly respond personally to everyone they met networking.  In just 12 months they built a database of over 500 prospects that they were actively engaging with.  At a minimum, contacts received a personalized monthly newsletter, and-if their birthday was known-a special something on their annual anniversary.  Their monthly email marketing delivered an average 30% open rate and always generated new client appointments.  They started every month with a clear image of which prospects to follow up with.  

When it came time to host their first new client event they had an expansive list of qualified leads to invite.  Their event was a major success resulting in new business.

Pick Your Speciality

Our expertise is with high-end, service businesses based in the United States and Canada. 
We are constantly adding new industry specific information. 
Don't see yours listed?  Let us know.  We may have just not made it public yet.  

Small Business Resources

Do you operate a Small Business?  Join us for our Small Business Webinar series.  Operate an Independent Wellness focused Business, visit our wellness business focused webinar series here. 
Recordings of past episodes are available to view in our Facebook Group.

What are your Expectations?