If you’re a growing small business, chances are you’ve run into a few growing pains along the way. Maybe you’ve missed out on a lead or sale due to human error. Or perhaps you simply don’t have the time or infrastructure to follow up with every lead without manually checking in yourself.
The problem with relying on manual processes is that they limit your ability to scale and often cause you to miss out on profitable clients. The good news is there’s a better way. Today, I’m going to show you how to ensure you never miss a lead or sale again by leveraging automations. These are the exact strategies and tools we use for ourselves and our clients to capture and nurture every lead that comes through the door.
I’m Brandy with Life Marketing, the digital marketing agency on a mission to help small businesses grow. We’ve helped over 4,000 businesses generate more than \$34 million in revenue. And now, I’m excited to share the systems we’ve built that ensure no opportunity slips through the cracks.
What Is an Automation?
An automation is a series of tasks carried out automatically by a computer based on conditions you set up once. For example, when someone schedules a call, you can set up an automation that sends a confirmation email with the details. You don’t have to manually send that email each time—the automation handles it for you, every time, without fail.
Why Automations Are Essential
There are two main reasons small businesses should implement automations:
- Time Savings – Automations remove hours of repetitive work from your plate by handling emails, texts, and reminders for you.
- Consistency – Humans make mistakes. Automations ensure that every lead is nurtured and no one gets overlooked, no matter how busy you get.
The Automations We Use for Clients
Here’s a look at some of the most effective automations we’ve implemented for ourselves and our clients:
1. Automated Nurture Series
These are texts and emails sent immediately after a lead fills out a form. They deliver the promised lead magnet and guide prospects to the next step, whether that’s completing a survey, filling out an application, or scheduling a call.
2. Automated Call Series
If your funnel requires a call, this automation sends reminders and encouragement to book. Once booked, the system also sends appointment reminders to reduce no-shows.
3. No-Show Follow-Up
Even with reminders, no-shows happen. This automation prompts missed appointments to reschedule, keeping leads engaged.
The Tool That Makes It Easy
The platform we use to run all these automations is called Marketing Tank. The beauty of this tool is that the automations come pre-built with templates, saving you time and removing the technical hurdles. You simply edit the templates to match your brand, offerings, and tone.
For example, in the “Nurture to Apply” automation series, the system includes 10 pre-written emails and 10 texts designed to move leads closer to booking a call. Day one welcomes them and reinforces how you solve their problems. Day two highlights pain points and positions your solution, then provides a link to book. Every touchpoint is intentional and proven to convert.
Having these templates already built out not only saves time but also ensures your leads receive professional, consistent communication that moves them deeper into your funnel.
Final Thoughts
Missing leads or forgetting to follow up can cost your business thousands in lost revenue. Automations remove the guesswork and manual effort, making sure every lead is nurtured, qualified, and guided toward becoming a paying client. With the right system in place, you can scale your business with confidence, knowing no opportunity will be left behind.
Call to Action
Are you ready to put automations to work for your business so you never miss another lead or sale? Start your free trial of Marketing Tank today and see how simple it can be to set up proven automation systems that save you time and increase revenue.
Click here to start your free trial now or call us at (770) 214-4729 to learn more about how we can help your business grow.
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