Every Lead You Do Not Follow Up With Is Somebody Else's Client
Follow up that keeps selling after the launch ends
A lead fills in your form on a Tuesday. They get a welcome email. Then nothing, because they did not buy in the first seven days and your sequence ended.
They are still interested. They are just not interested on your schedule. Six weeks later they buy from someone who kept showing up.
I build the follow up that keeps showing up. Email and SMS sequences, CRM workflows, and segmentation that changes what someone receives based on what they actually did, not what day it is.
Where does automation usually break?
Six failures. Most course businesses have at least four.
- Your sequence sends the same emails on the same days to everyone, whether they watched your webinar or never opened a thing
- Someone buys and stays in the nurture sequence, still being sold the thing they already own
- A card declines and nobody finds out until the member notices they lost access
- Your lead list lives in one platform and your buyer list in another, and nothing reconciles them
- Webinar registrants who did not attend get the same follow up as people who watched the whole thing
- Somebody replies to an automated email and the reply goes to an inbox nobody checks
Every one of those is revenue you already paid to acquire.
Four of those and the money is already spent. Worth an hour to find where it is going.
Why most automation stops working after month three
Most automation gets built once, around a launch, by someone who then leaves.
It works during launch week because someone is watching it. Then the offer changes, a page gets edited, a tag gets renamed, an integration silently fails. Nobody notices because there is no alert and no documentation. Six months later the business is running on a system nobody fully understands and nobody wants to touch.
So I build for the version of you that exists in month twelve, not launch week. Documented, named consistently, and simple enough that your VA can change a subject line without breaking a workflow.
Automation that only its builder can maintain is a liability with good open rates.
Who this is for
- You have leads coming in and no reliable system deciding what happens to them next
- Your follow up is a broadcast list rather than a sequence tied to behavior
- You are on GoHighLevel, ActiveCampaign, Ontraport, Keap or similar and using a fraction of it
- Your team does tasks manually that fire on a predictable trigger every time
- You have automation that was built by someone who left, and nobody wants to touch it
Who this is not for
- You have almost no list and no traffic. Automation multiplies a flow. If nothing is flowing, there is nothing to multiply
- You want more emails sent. Volume is not the problem in most accounts. Relevance is
- You want it built and never looked at again. Automation needs a person who reviews it quarterly. I hand it over documented, but somebody on your side has to own it
- You want every platform connected because it sounds good. Integrations that serve no decision are maintenance cost with no return
If one of those describes you, tell me on the first call. I would rather point you somewhere useful than build you something that sits idle.
What is included in an automation build?
- Lifecycle mappingBefore anything is built, I map what should happen to a person at each stage: new lead, engaged lead, registrant, attendee, buyer, lapsed, refunded. Most automation problems are mapping problems that got automated.
- CRM setup and cleanupPipelines, stages, tags, custom fields and naming conventions that still make sense in a year. If you already have a CRM full of inconsistent tags, cleanup happens first. Building on a messy foundation just automates the mess.
- Email and SMS sequencesWelcome, nurture, webinar reminders, launch sequences, cart close, post purchase onboarding, re-engagement. Written to be read, not to fill a slot in a calendar.
- Behavioral segmentationWhat someone receives next depends on what they did. Attended and left early gets different treatment from attended and did not buy. On a webinar funnel this is usually the single biggest lever available.
- Revenue recovery flowsAbandoned checkout, failed payment recovery, expired card, subscription cancellation. These pay for the build faster than anything else on this list because the people in them already decided to buy.
- IntegrationsConnecting your funnel platform, CRM, webinar tool, scheduler, payment processor and ad platforms so behavior recorded in one place is usable in another.
- Documentation and handoverA written map of what exists, what triggers it and what to check when something looks wrong. Your team can maintain it without calling me.
What kind of automation?
- Webinar and event automationRegistration, reminders, replay delivery, attendance based follow up, encore scheduling.
- Launch automationOpen cart, deadline sequences, cart close, buyer segmentation, non-buyer follow up.
- Membership and subscription automationOnboarding, engagement checkpoints, failed payment recovery, cancellation and win back.
- Application and booking automationQualification forms, routing, reminder sequences, no-show recovery, post-call follow up.
- Sales team automationLead routing, task creation, call reminders, pipeline movement, follow up sequences that fire when a rep does not.
- CRM migrationMoving from one platform to another without losing tags, history or the sequences already running.
What has this produced?
Six platforms, six different businesses, same underlying job.
- 01$7M+tracked in twelve monthsResidential Assisted Living Academy, real estate coachingAs System Engineer at PPC Boutique I built the automation and tracking behind a live webinar funnel. Six behavioral states were tracked at the webinar layer: missed the session, left early, watched around half, completed, attended and did not purchase, and bought. Each state triggered a different next step rather than a generic day one, day two sequence.Read the case study
- 02First webinar sale after previous attempts failedSara Nied Coaching, relationship coachingA migration off Ontraport onto GoHighLevel with a full redesign, then four funnels each with its own sequence, cross-selling between products so a lead who ignores one offer meets another. Her first webinar on the new system sold at $1,497 after earlier attempts had sold nothing.Read the case study
- 0325%webinar attendance rateKim Wellness, healthActiveCampaign, Zoom and Zapier connected so reminder and follow up performance could be improved rather than guessed at.Read the case study
- 04One in ten failed payments recoveredYour Parenting Mojo, parenting educationZapier, Ontraport, ClickUp and Bonjoro connected so a declined card triggered a personal video from the founder instead of a silent cancellation. Around a tenth of payments the business had already written off came back.Read the case study
- 05Merchant application follow upNoblePay, merchant servicesAn Infusionsoft build handling applications, tagging, reminders, sales tasks and call sequences so nothing sat waiting on a person to remember it. Platforms built on: GoHighLevel, ActiveCampaign, Ontraport, Keap, Zapier, Zoom, Kajabi, Kartra, WordPress.Read the case study
How much does marketing automation cost?
Most projects land between $2,000 and $10,000.
- From $2,000Core sequencesCRM setup with tags, fields and pipeline. One sequence set covering welcome, nurture and post purchase. Copy supplied by you.
- From $3,500Full lifecycleEverything above plus behavioral segmentation, webinar or launch sequences, abandoned checkout and failed payment recovery, and platform integrations. Copy included.
- From $7,000Migration or multi offerCRM migration with contacts, tags and history, or full lifecycle automation across two or more offers and platforms.
These ranges assume a standard scope. Accounts needing cleanup before building, or migrations from systems with years of inconsistent tagging, are quoted separately after an audit.
Terms are 50% upfront, balance on delivery.
If you already have automation and are not sure what is wrong with it, an audit maps what exists, what is firing, what is silently broken, and what is worth keeping. That is a smaller way in than a rebuild.
And if your list is too small for automation to matter yet, I will tell you that instead of building you something expensive that has nobody to send to.
Send me the platform, the sequences that exist and where leads go cold. You get a scoped number back.
How long does an automation build take?
Migrations run longest and least predictably, because the timeline depends on how clean the source data is. Accounts with years of inconsistent tagging take longer than accounts starting fresh.
| Scope | Timeline |
|---|---|
| Core sequences with CRM setup | 2 to 3 weeks |
| Full lifecycle automation | 4 to 8 weeks |
| CRM migration | 6 to 12 weeks |
How the project runs
- AuditI go through what already exists: sequences, tags, workflows, integrations. Usually some of it is firing, some of it broke months ago, and nobody knew.
- Lifecycle mappingWhat should happen to a person at each stage gets agreed before anything is built. This is where most of the value is decided.
- BuildSequences, workflows, segmentation, integrations and recovery flows, built with naming conventions that will still make sense next year.
- Test and hand overEvery path gets tested with real contacts before it goes live. Then documentation, so your team owns it.
Questions people ask before hiring me
How do I know if my current automation is even running?
Most people do not, which is the problem. An audit traces every workflow, checks what fired in the last ninety days, and finds the ones that stopped silently. In most accounts something has been broken for months without anyone noticing, because a workflow that fails does not send an error, it just sends nothing.
Will this break what I have running now?
Nothing goes live untested. New workflows get built alongside existing ones and tested with real contacts before anything switches over. Existing sequences keep running until the replacement is proven.
How many emails should a sequence actually have?
Fewer than most people send, and triggered by more than most people use. A five email sequence that branches on behavior outperforms a twenty email sequence that goes to everyone. The number matters far less than what decides who gets which one.
Can you move me off my current CRM?
Yes. Migrations cover contacts, tags, history and rebuilding sequences on the new platform. The honest warning: migrations always take longer than expected, and the reason is nearly always messy data in the source system.
Will this get my emails marked as spam?
Sending more to people who are not engaging is what damages deliverability. Segmentation reduces volume to the disengaged and increases it to the interested, which usually improves inbox placement rather than harming it. Domain authentication gets checked as part of the build.
What about SMS?
Yes, where the platform supports it and where it makes sense. SMS works well for webinar reminders and cart close, badly for nurture.
Who maintains it afterwards?
You do, using the documentation. Most changes are subject lines, timing and offer swaps, which your team can handle. Small fixes and ongoing management after handover are handled separately, hourly.
Find Out What Stopped Firing
Automation nobody has opened in a year is not automation. It is a guess that used to work, still running.
