What Happens When You Automate the Entire Client Journey Without Losing the Personal Touch

Sales & Marketing Playbook: Unleashed

Send us a text

Buyers don’t wake up searching for your brand—they wake up searching for answers. We dive into how to meet them there and guide them all the way to loyal, long-term customers using automation that still feels human. With Dr. Denise Dennis of Action Accelerated, we map a complete journey from awareness and consideration to decision, onboarding, retention, and optimization—and show where automation saves hours without stripping out your voice or values.
We start with solution-first awareness: what turns casual scrollers into qualified leads, why lead magnets work, and how to deliver instant value with clean capture and clear next steps. Then we unpack nurturing that builds trust—evergreen sequences in your tone, timely broadcasts that prove you’re present, and behavior-triggered follow-ups that keep relevance high and pressure low. Dr. Denise explains the tech stack in plain English: pixels, UTM tracking, Google Analytics, and CRM workflows that surface what’s working across LinkedIn, Facebook, Instagram, and email.
Decision becomes effortless when logistics are automated. Smart scheduling links, thoughtful reminders, and pre-call assets (testimonials, a 90-second intro, one-question intake) set the stage. Post-call paths route yes, no, and maybe into the right journeys—agreements and payment links for buyers, concise recaps for fence-sitters, long-term nurture for later fits. Lead scoring helps sales focus on the right conversations by weighting downloads, clicks, and visit depth.
Retention is where revenue compounds. We cover onboarding that calms buyer anxiety with welcome videos, clear instructions, and quick wins. Automated summaries after sessions, periodic check-ins, and satisfaction surveys keep clients engaged and heard. When progress is visible, expansion feels natural—course two after course one, VIP days after group programs, strategic packages after pilots—raising lifetime value without awkward pitches.
Finally, we show how to optimize the full funnel with data: view-to-opt-in, opt-in-to-show, show-to-close, and beyond. Test headlines, proof, and CTAs; follow the demand your data reveals; and treat automation as a reliable system that delivers the right message at the right time. If you’re ready to work smarter, reclaim time, and scale trust, hit play, subscribe for more growth playbooks, and leave a review with the one step you’ll automate this week.

บท

1. Meet the Hosts and Mission (00:00:00)

2. Introducing Dr. Denise Dennis (00:02:26)

3. Why Buyers Seek Solutions, Not You (00:04:09)

4. Automating Awareness with Lead Magnets (00:05:16)

5. Nurture Without the Hard Sell (00:06:38)

6. Blending Automation and Personal Touch (00:08:17)

7. Tracking Channels, Pixels, and Analytics (00:10:43)

8. Behavior Data and Lead Scoring (00:12:22)

9. Smart Scheduling, Reminders, and No‑Shows (00:14:36)

10. Post‑Sale Onboarding that Reduces Anxiety (00:16:48)

11. Retention, Upsells, and Lifetime Value (00:19:01)

12. Optimize with Numbers, Not Guesswork (00:21:07)

13. Final Takeaways and How to Connect (00:23:07)