Sales and Marketing Automation – VIP Day

Automate Your Business So You Can Focus On Coaching


As a professional coach, you know that the work you do matters. You help your clients to improve their lives and reach their goals!

However, sometimes it can be hard to keep up with everything else that goes into running a business. That’s where my team comes in. We can help you automate the rest, so you can focus on what you do best.

In this implementation VIP day, we’ll set up your Keap CRM, sales pipeline, email, text messaging, landing pages, payments, and more.


Your VIP day is a combination of 2 ‘half-day’ VIP days designed to work with your schedule and allow you the flexibility to breathe and come up with follow-up questions and new ideas.

Kimberly Mays - Foolishly Creative
Kimberly Mays - Foolishly Creative

Get More Leads, Close More Sales, Save More Time


Day 1

Your VIP Day starts off with a Client Lifecycle Strategy Call.

This is a 90-minute consulting session where we can review your coaching business, marketing, and results. After our meeting, you’ll have a personalized playbook with a strategy, action plan, and next steps tailored to help you reach your goals.


The Client Lifecycle Strategy Call is an opportunity for us to really dive in and understand your business and what your goals are.

We’ll review your marketing and results to date, and then put together a customized plan to help you achieve your goals. This will include a detailed strategy and action plan, so you’ll know exactly what you need to do to get where you want to be.


Next, on Day 1, we’ll set up your sales pipeline.

A sales pipeline is a tool that helps you manage your sales process and engage with prospects at each stage. With our help, you can create automation right in the pipeline and trigger actions based on different stages. This way, you can optimize your sales process and save yourself 10 hours each week.


Then we’ll set up your Lead Generation and Form

By having a lead generation form on your website, you can easily collect information from potential customers and store it in your CRM (customer relationship management) system.

This makes it easier to track leads and follow up with them later.

With Keap, you can easily check the status of every lead and get up-to-date reporting.


Start Using Your Automated Systems – Immediately! 

Day 2

We Create and Set up a Lead Magnet for You.
A lead magnet is an effective way to grow your list of quality leads by offering something in exchange for an email address.

This can be a guide, PDF, training, or course.

Email automation allows you to communicate with leads automatically after they opt-in to your offer.


We Create Your Opt-in Page to Collect Subscribers
We will create and set up an opt-in page and landing page tailored to your needs.

An opt-in page is a page designed to convert users into subscribers with the help of a lead magnet.

So you can promote it on social media, on podcasts, or whenever you show up online.

Then, with the email automation we set up, you can communicate with them automatically.


Lastly, We’ll Import Your List
If you have an existing list of contacts, we can easily import them for you.

We can also segment your contacts and clean out any inactive ones that you may have.

This way, you’ll only be left with a clean email list that is more likely to yield effective interactions with your contacts.

Cool Bonuses!

Only with Keap!


1- Unique Business Phone Number
If you’re running a business, it’s important to have a dedicated business phone number.

Your personal phone number should be for personal use only, and using it for business purposes can be confusing and inconvenient for both you and your customers. With Keap, you can get a free professional phone number to use for your business.

This will help you keep your business and personal life separate, and make it easier for customers to reach you.


2- Appointment Scheduler
Whether you are scheduling sales calls, coaching calls, or connection calls, the Appointment Scheduler makes it easy to do so!

You can simply choose the type of call you would like to schedule, and the scheduler will take care of the rest.

This tool is perfect for those who want to keep their appointments organized and streamlined.


3 – Landing Page Setup
We will create and set up an opt-in page and landing page tailored to your needs.

An opt-in page is a page designed to convert users into subscribers with the help of a lead magnet. So you can promote it on social media, on podcasts, or whenever you show up online.

Then, with the email automation we set up, you can communicate with them automatically. 


4 – Invoices and recurring payments
Invoicing and recurring payments are an important part of any business.

Having a system that can handle both of these things in one place can save a lot of time and hassle.

Keap is a great tool for businesses of all sizes. With Keap, you can easily send invoices and track payments.

This can help you keep better track of your finances and make sure that you are getting paid on time. 


5 – Checkout Forms
When it comes to collecting payments for digital products, Keap Pro offers a variety of checkout forms that can be used to suit your needs.

Whether you’re selling programs, courses, events, or anything else, Keap Pro has a checkout form that can help you get the job done.

Simply choose the form that best fits your needs and start collecting payments from your customers.

With Keap Pro, it’s easy to get started and start making money from your digital products. 


Frequently Asked Questions

How Long Is the VIP Day?

Sales and marketing automation VIP day is actually two half-day VIP days, each with four 90-minute calls.

(2 calls on Day 1, 2 calls on Day 2)

This allows you to choose a day that works best for you and your schedule.

What System Do You Use?

I use Keap Pro exclusively for my services because it’s the most effective CRM that does multiple tasks at once.

It will function as your CRM, email marketing, sales pages, scheduling, invoicing, and more!

Keap Pro is an incredibly versatile and effective CRM that can save you a lot of time and energy by performing multiple tasks simultaneously.

For example, it can function as your CRM, email marketing platform, sales page builder, scheduler, invoicing system, and much more. In other words, it’s a one-stop-shop for all your business needs.

Do I Have to Be a Keap Pro User?

For the VIP day, yes!

It’s the system that I use in my own business, and it’s the only way I can guarantee the same results in yours!

If you don’t already have a Keap Pro account, I can offer you a discount on the CRM as a certified partner.

However, if you still prefer to use another platform, consider booking a standalone Client LifeCycle Strategy session with me instead!

Kimberly Mays - Foolishly Creative

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