Automation Plays

The following are all the different automations we can do for your business.

Collecting Leads

Lead Magnet Invites

Broadcast invitations to introduce a lead magnet to your existing prospects and customers

Assets created by this play:

1. Email Broadcast

Send this email broadcast to a targeted list to introduce the lead magnet offer

2. Text Broadcast

Send this email broadcast to a targeted list to introduce the free lead magnet offer

Lead Magnet Download

Allows people to download an educational lead magnet and follows up to make sure it gets delivered

Assets created by this play:

1. Landing Page

The primary landing page used to collect the opt-in

2. Success Page

The page that displays after the user opts in to receive the lead magnet

3. Initial Email

The initial email sent that includes the download link

4. Follow-Up Email

The first follow-up email (sent if the user has not yet downloaded the lead magnet)

5. Final Email

The second and final follow-up email (sent if the user has not yet downloaded the lead magnet)

6. Website CTAs

Insert these snippets into various places on your website to encourage people to download the lead magnet

7. Social Media Posts

Post these messages on social media to generate traffic to your lead magnet landing page

8. Email P.S. Snippets

Add these to your emails (personal emails, email broadcasts, automated emails) so people who read your emails will learn about your lead magnet.

Consult Invites

A buffet of invitations across multiple channels that invite users to schedule a free consultation online

Assets created by this play:

1. Email Broadcast

Send this email broadcast to a targeted list to introduce the free consult offer

2. Text Broadcast

Send this text broadcast to a targeted list to introduce the free consult offer

3. Website CTAs

Insert these snippets into various places on your website to encourage people to book the free consult

4. Social CTAs

Post these messages on social media to generate traffic to your free consult

5. Email Signature CTAs

Add this to your email signature or as P.S. messages in your broadcasts so people who read your emails will book a consult

Schedule Consult

Sends reminder messages that prepare the lead to be ready for the consult

Assets created by this play:

1. Booking Page

Use this on a landing page that has your appointment scheduling widget embedded into it

2. Pre-Consult Instructions

These instructions are added to the appointment (or a web page) to guide people on what they need to do before they meet with you.

3. Confirmation Email

Confirms with the user that the appointment is booked and provides important details and instructions

4. Confirmation Text

Confirms with the user and reminds them what they'll need to do before the appointment. If needed, split this into multiple text messages

5. Reminder Email

Reminds them that the appointment is tomorrow and reiterates the value they should get from the consult

6. Reminder Text

Day before reminder

7. Email 3

2-hour reminder email

8. Same-day Reminder

1-hour reminder text

Webinar Invites

Invites people to sign up for the webinar and gives them the link to the registration page

Assets created by this play:

1. Email Invite 1

The initial email inviting people to register for a webinar

2. Topics we're covering

A second attempt to get contacts to sign up for the webinar

3. Final Email Invite

The final email inviting contacts to sign up for the webinar

4. Website CTAs

Insert these snippets into various places on your website to encourage people to download the lead magnet

5. Social Media Posts

Post these messages on social media to generate traffic to your webinar registration page

6. Email P.S. Snippets

Add these to your emails (personal emails, email broadcasts, automated emails) so people who read your emails will learn about your webinar.

Webinar Registrations

Handles webinar registration, confirmation, and pre-webinar reminders.

Assets created by this play:

1. Webinar Signup Landing Page

The primary landing page used to register people for the webinar. This version focuses on overcoming pains.

2. Webinar Signup Landing Page

An alternate landing page used to register people for the webinar. This version emphasizes product benefits.

3. Success Page

The page that displays after someone signs up for the webinar

4. Confirmation Email

This email confirms registration and provides login information for registrant

5. Reminder Email 1

An email for early webinar registrants reminding them their event is in 4 days

6. Reminder Email 2

Reminds webinar registrants they have an event coming up

7. Day Before Email

Another reminder email letting registrants know the webinar is the following day

8. Day Of Email

A final reminder letting registrants know the webinar is starting soon

Apply For Free Consult

Invites people to apply for a free consult, then follows up with qualified and unqualified prospects.

Assets created by this play:

1. Website Snippet

Use this on your website to guide people to request a free consult

2. Landing Page

Offers the details of the consultation and invites prospects to request it.

3. Success Page

Lets prospects know their request has been received and pushes them to fill out a qualification survey.

4. Survey Reminder Email

Reminds prospects that a survey must be submitted before a consult can be scheduled

5. Second Survey Reminder

A second reminder for prospects that a survey must be submitted before a consult can be scheduled

6. Survey Complete

Gives prospects next step directions once they’ve taken the survey.

7. It's a Fit

Notifies prospects they are a good fit for a consult and encourages them to get scheduled.

8. You're Qualified

Attempts to get a qualified prospect to sign up for a consultation

9. Time to Move Forward

Makes a second attempt to get qualified prospects to sign up for a consultation

10. Last Chance

Makes one final attempt to get qualified prospects to schedule a consultation

11. Unqualified Lead Email

Let an unqualified lead know they aren't a good fit

Paid Lead Magnet Purchase

Collect high-quality leads who are willing to pay, but may not be ready to buy your full package.

Assets created by this play:

1. Sales Page

The primary landing/sales page used to send leads to the check out form

2. Success Page

The page that displays after the customer purchases the lead magnet

3. Initial Email

The initial email sent that includes the link for the lead magnet

4. Follow-Up Email

The first follow-up email (sent if the user has not yet accessed the lead magnet)

5. Having Problems?

The second and final follow-up email (sent if the user has not yet downloaded the lead magnet)

6. Website CTAs

Insert these snippets into various places on your website to encourage people to download the lead magnet

7. Social Media Posts

Post these messages on social media to generate traffic to your paid lead magnet sales page

8. Email P.S. Snippets

Add these to your emails (personal emails, email broadcasts, automated emails) so people who read your emails will learn about your paid lead magnet.

Networking Follow-Up

Follows up with people you meet at an event and invites them to opt-in to your lead magnet

Assets created by this play:

1. Email: Great Meeting You

Reminds contacts where you met and invites them to get your lead magnet

2. Email: Want More?

Follows up with new leads and asks them for permission to market to them

3. Text: Email Notice

Follows up with new leads to make sure they’re getting your emails

4. Email: The Resources

Follows up with new leads who give you permission to market to them

Convert Clients

Lead Magnet Follow Up (Consult Offer)

A follow up sequence to push new, hot prospects - who downloaded the lead magnet - to a free consult

Consult Offer

Assets created by this play:

1. Email: Next Step is a Consultation

Introduces a consultation offer after someone has requested a download

2. Text Message Follow Up

Follows up on the free consult offer presented in the first email

3. Email: Why We Should Connect

Another follow-up that explains the benefits of the consultation

4. Text: Questions?

Final reminder text in the sequence about the offer

5. Email: Final Offer

Final email nudge about registering for a consultation

Lead Magnet Follow Up (Sales Offer)

A follow up sequence to push new, hot prospects - who downloaded the lead magnet - to a sale

Sales Offer

Assets created by this play:

1. Sales Page

The primary sales page used for the special offer

2. Follow-up Email

Introduces a sales offer after someone has requested a lead magnet

3. Text: Special Offer Invite

Follows up on the offer presented in the first email

4. Another Email

Another follow-up nudge about the special sales offer.

5. Text Message

Final text reminder in the sequence about the offer

6. Final Email

Final follow-up email nudge about the sales offer.

Pre-Consult Follow-Up

A series of follow-up messages after a consult to introduce and follow up on an offer

Assets created by this play:

1. Email

Thanks them for the consult and sets up the offer

2. Email

Follows up on the offer presented at the free consult

3. Text

Follows up on the offer presented at the free consult

4. Email

Another follow-up nudge about the offer presented at the free consultation

5. Let me know

Final reminder in the sequence about the offer presented at the free consult

Sales Offer (Made Up National Holiday)

A series of offers inviting people to purchase (using a made-up holiday promotion)

Made-Up National Holiday

Assets created by this play:

1. Sales Page

The primary sales page used for the special offer

2. Initial Promo Email

Introduces a sales offer to a list using a made-up holiday as a reason for a special offer

3. Promo Notification Text

Follows up on the offer presented in the email broadcast

4. Day Before Nudge Email

Another follow-up nudge about the special sales offer

5. Final Text

Final reminder in the sequence about the offer

6. Final Email

Final nudge about the sales offer.

Sales Offer (Generic Offer)

A series of broadcast messages inviting people to purchase

Generic Offer

Assets created by this play:

1. Sales Page

The primary sales page used for the special offer

2. Email Promotion

Presents a special offer to purchase via email

3. Text Broadcast

Follows up on the offer presented in the email broadcast

4. Email Reminder

Another follow-up nudge about the special sales offer.

5. Last Text

Final reminder in the sequence about the offer

6. Final Email

Final follow-up nudge about the sales offer.

Networking Follow-Up

Follows up with people you meet at an event and invites them to opt-in to your lead magnet

Assets created by this play:

1. Email: Great Meeting You

Reminds contacts where you met and invites them to get your lead magnet

2. Email: Want More?

Follows up with new leads and asks them for permission to market to them

3. Text: Email Notice

Follows up with new leads to make sure they’re getting your emails

4. Email: The Resources

Follows up with new leads who give you permission to market to them

Webinar Attendee Follow-Up

Follows up with webinar attendees after the event to remind them of the special offer.

Assets created by this play:

1. Sales Page

The primary sales page used for the webinar's special offer

2. Special Offer Recap

An email to thank attendees for coming and remind them of your special offer

3. Link to replay

Offers webinar attendees to review the slide deck or a replay of the webinar and reminds them of the offer

4. Special Offer Expiring

Another reminder letting webinar attendees know the special offer is coming to an end

5. Last Chance

Texts webinar registrants with a final reminder about the webinar offer

Webinar No Show Follow-Up

Follows up with webinar registrants who did not attend to share the replay and the offer

Assets created by this play:

1. Sales Page

The primary sales page used for the webinar's special offer

2. Link to replay

An email giving non-attendees a link to the webinar’s slide deck or recording

3. Special Offer Extended

Lets non-attendees know they are entitled to the special offer from the webinar

4. Offer Reminder

Texts non-attendees the link to take advantage of the webinar special offer

5. Last Chance

A final email letting non-registrants access the replay and the special offer

Prospect Nurture Sequence

Follow up with prospects consistently while building relationships, gathering data, and establishing expertise

Assets created by this play:

1. Your Personal Struggle

Invites prospects to 'reply' to an email and share their personal struggles

2. Why I Started It

Gives prospects an insight to why a business was created

3. Tip 1 of 3

Shares a valuable tip with prospects who need help making a change

4. Tip 2 of 3

Shares a valuable tip with prospects who need help making a change

5. Tip 3 of 3

Shares a third valuable tip with prospects who need help making a change

6. Suggested Books

Gives prospects a list of industry specific books they may be interested in

Paid Lead Magnet Purchase

Collect high-quality leads who are willing to pay, but may not be ready to buy your full package.

Assets created by this play:

1. Sales Page

The primary landing/sales page used to send leads to the check out form

2. Success Page

The page that displays after the customer purchases the lead magnet

3. Initial Email

The initial email sent that includes the link for the lead magnet

4. Follow-Up Email

The first follow-up email (sent if the user has not yet accessed the lead magnet)

5. Having Problems?

The second and final follow-up email (sent if the user has not yet downloaded the lead magnet)

6. Website CTAs

Insert these snippets into various places on your website to encourage people to download the lead magnet

7. Social Media Posts

Post these messages on social media to generate traffic to your paid lead magnet sales page

8. Email P.S. Snippets

Add these to your emails (personal emails, email broadcasts, automated emails) so people who read your emails will learn about your paid lead magnet.

Double Your Sales Sequence

Welcomes new leads into the community and encourages them to take the next step (sales/consult/etc.)

By Digital Marketer

Assets created by this play:

1. The Perfect Welcome Email

Confirms the opt-in, welcomes and indoctrinates the new prospect

2. The Best Of Email

Personally introduces the business owner and shares some valuable content

3. The Gain Email

Makes an offer to the prospect with emphasis on what they have to gain from it

4. The Logic Email

Makes an offer to the prospect with emphasis on the logical conclusion of their desired results

5. The Fear Email

Makes an offer to the prospect with emphasis on the fear of missing out if they don’t purchase now

6. Are You Still?

Offers a discovery call with the prospect

7. "Can I Help?" email

A final email intended to invite engagement from the prospect

8. Sales Page

The primary sales page used for the special offer

Create Fans

New Customer Welcome

Thanks new customers for their purchase and starts the long-term relationship

For Services Businesses

Assets created by this play:

1. Welcome Email

Thanks your new customer for their purchase and lays out next steps

2. (Optional) Scheduling Invite

This email gets your new customer to schedule their "next steps" call

3. Welcome Text

Welcomes your new customer and tells them to check their email

4. (Optional) Big Picture Email

Continue building the relationship with your new customers by finding out what they want

5. (Optional) Social Media Email

An email to get your new clients connected with you through social media

6. Checking In Email

An email to ensure your customers continue to feel taken care of and confident

Review Request

A series of messages asking happy customers to provide a review

Assets created by this play:

1. Will you

Asks happy customers to post online reviews for your business

2. Check in

Checks in with customers and requests they post online reviews

3. Reminder to Review

Another follow-up nudge asking happy customers to post online reviews about their experience

Testimonial Request

A series of messages asking happy customers to provide a testimonial

Assets created by this play:

1. Initial Request

Invites happy customers to share the details of their achievements with you

2. Second Request

Gives your customers suggestions for testimonials they could write and asks them to write one

3. Final Request

Requests the customer reply to a text with a testimonial

Refer a Friend

A series of messages asking happy customers to refer their friends

Assets created by this play:

1. Text: Order Complete

Asks customers if their experience was sufficient to warrant referrals

2. Email: Are You Willing

Requests customers send you the names of friends or family who might like your offering

3. Email: Send Your Friends

Another follow-up nudge asking for referrals

4. Text: Let Us Know

A final follow up attempting to get referrals from happy customers

Review Request (with incentive)

A series of messages asking happy customers to provide a review (this version offers an incentive for the review

Assets created by this play:

1. Will you

Asks happy customers to post online reviews for your business

2. Check in

Checks in with customers and requests they post online reviews

3. Reminder to Review

Another follow-up nudge asking happy customers to post online reviews about their experience

Testimonial Request (with incentive)

A series of messages offering an incentive to happy customers who provide a testimonial

Assets created by this play:

1. Initial Request

Invites happy customers to share the details of their achievements with you

2. Second Request

Gives your customers suggestions for testimonials they could write and asks them to write one

3. Final Request - Part 1

Requests the customer reply to a text with a testimonial

4. Final Request - Part 2

Requests the customer reply to a text with a testimonial

Refer a Friend (with incentive)

A series of emails and texts asking happy customers to refer their friends and family (includes an incentive).

Assets created by this play:

1. Thanks + Referral Request

Asks customers if their experience was sufficient to warrant referrals

2. Are You Willing

Requests customers send you the names of friends or family who might like your offering

3. Send Your Friends

Another follow-up nudge asking for referrals

4. Let Us Know

A final follow up attempting to get referrals from happy customers

Upsell Offer

Encourages customers to increase their purchase with a “next level” offering

Assets created by this play:

1. In-Cart Snippet

Attempts to upsell customers at the point of purchase

2. Initial Upsell Email

Encourages new buyers to make an upgraded purchase

3. Email: Don't Miss This

A second email encouraging new customers to upgrade their purchase

4. (Optional) Discount Offer

A final attempt to get customers to make an upgraded purchase by offering a discount

5. Final Text

A final follow up attempt to get new customers to upgrade

Cross-Sell Offer

Encourages customers to make additional purchases based on offerings they may like

Assets created by this play:

1. In-Cart Snippet

Attempts to cross sell customers immediately after they’ve made a purchase

2. Email: Something You May Want

Encourages existing customers to try an additional offering

3. Email: Why Others Love It

A second email encouraging new customers to try an additional offering

4. (Optional) Discount Offer

A final attempt to get customers to make an upgraded purchase by offering a discount

5. Final Text

A final follow up attempt to get customers to buy an additional offering