Sales and Marketing – VIP Day

Are you running your business or is your business running you?

Spinning plates? Can you relate?

If you are a coach or speaker that spends too much time on marketing and sales, you are not only burning yourself out but you can’t grow and scale if you are spinning too many plates.

You may have tried marketing and email marketing automation in the past, possibly even hiring someone to do it for you.

But if you didn’t see the results you wanted or found it too confusing, don’t worry.


My VIP day is designed to help you get the most out of your sales and marketing automation CRM by developing a customized strategy and playbook tailored specifically to your needs.


Together, we will walk through every step of the process, from setting up your account to adding your contacts and configuring your settings.

By the end of the day, you will have a CRM that is fully optimized and ready to help you improve your sales and marketing results.

Is a Marketing VIP Day Right For You?

Book a Discovery Call – Let’s Chat!

Click below to pick a time to chat.

What to expect

Your VIP day consists of 2 half-day VIP days!

Day 1

Client Lifecycle Marketing Strategy Call
In this first meeting, we will create a detailed blueprint for your sales and marketing, outlining where you should focus your efforts in order to achieve your desired revenue goals for the upcoming 90-day period.

Sales Process & Automation Call
In the second half of day one, we will build your sales process system, which will include a form to capture the details of potential leads, allowing them to enter the sales process.

By the end of the day, you should have a system in place that will encompass the entire process of client attraction, conversion, and delivery of your offer.

Day 2

Lead Generation Process and Automation
On day two, we will map out your lead generation system, which includes your lead magnet and an email sequence that drives traffic to your offer by nurturing your new subscriber with your best content to get to know, like, and trust you.

VIP Wrap-Up Call
On this final call, we’ll tie together everything we’ve built together – your lead generation automation, your sales pipeline, your lead magnet, and your nuture series in order to you to feel comfortable with you to use them!

Is a Marketing VIP Day Right For You?

Book a Discovery Call – Let’s Chat!

Click below to pick a time to chat.

The best system is the one you’ll actually use!

Do You Have A System?

Do you ever feel like you’re drowning in business tasks?
Do you ever feel like you are losing out on generating leads?
Do you ever feel like you don’t have time to follow up with the leads that you do have?
Do you feel that you are missing out on following up with people?

If you are feeling any of these things, you are not alone.

The average person spends 70-80% of their time on business-related tasks, and only 20-30% of their time on generating new leads.

That leaves very little time to follow up with the leads that you do have.

There are only so many hours in the day, and if you’re spending the majority of your time on business tasks, then you’re not going to have much time left over to actually generate leads.

Furthermore, if you’re not following up with the leads you do have, then you’re likely to lose them. This is a vicious cycle that can be extremely difficult to break out of.

what you get!

Your Campaigns & Automations Included

✓ Lead Generation Campaign

Collect leads from your website or a form and take them through your sales process, which includes email follow-ups and calendar setup.

✓ Sales Pipeline Automation

Use automation to improve email and/or SMS communication with leads and customers as they move between various sales stages.

✓ Lead Nurturing / Welcome Campaign

Welcome new leads by sending them a series of follow-up emails after they’ve downloaded your lead magnet. Engage with them further by providing valuable content and making an offer.

✓ Bonus: Event Automation and Follow-up Campaign

With this bonus, you can automate your next webinar, masterclass, boot camp, or challenge. The package includes a signup page and email reminder series, as well as a follow-up at the end of your event.

Is a Marketing VIP Day Right For You?

Book a Discovery Call – Let’s Chat!

Click below to pick a time to chat.


Your VIP Day

✓  8 Hours of Vip Consultation and Implementation for Your CRM
✓  4 Automated Sales and Marketing Campaigns
✓  2 Landing Pages for Your Lead Magnet and Event
✓  Business Phone Number Setup
✓  Calendar and Appointment Set Up
✓  Discounts on Keap Pro CRM
✓  And More

Got questions?

You Questions Answered

It is one day or two days?

Your VIP day is split into 2 1/2 day VIP days. This is to give us both a break in between to restore our energy so we can maximize our time together.

Do I need to use Keap Pro?

Yes. I believe that Keap Pro is the best CRM to use as it replaces 6 different tools. Email marketing, appointment calendar, invoicing, landing pages, SMS, business phone number, and more.
If you don’t already have Keap Pro, I can provide you with a discount on the software that includes more contacts.

Do you offer a payment plan?

Yes, you can split the payments into 2 parts. Your invoice must be paid in full prior to the start of your VIP day.
Are there any refunds?
Because this is a digital service and I’m devoting 8 hours to you, this service is not refundable. However, if you need additional support, you will get 6 additional months of support through my group program – The Automated Thought Leader.

How long are the calls?

Your calls are 2-3 hours each. (At least 2 hours, no more than 3). This will give us enough time to build together.

How will you get it all done in 2 days?

Once you book your VIP day, you’ll get an assessment form that my team will use to set up your Keap application and that I will use to prepare for your calls. I will have much of the work completed before your first call.

Is a Marketing VIP Day Right For You?

Book a Discovery Call – Let’s Chat!

Click below to pick a time to chat.