Effortlessly deliver your lead magnet, tag leads in your CRM, and trigger personalized follow-ups based on their interest level, enhancing your coaching business's efficiency in converting prospects into clients.
Triggered when a user submits the lead capture form.
Automatically send the requested lead magnet to the user's email.
Tag the new lead based on the form response for tracking.
Start a sequence tailored to the lead's interest level.
Check for any interactions with the follow-up emails.
Adjust follow-up content based on the lead's interaction.
- Repeat -
Automation Benefits
Discover the advantages of implementing an automated lead magnet delivery and nurturing process.
Reduce manual tasks and focus more on coaching.
Offer tailored experiences based on client preferences.
Maximize productivity with streamlined processes.
Use engagement metrics to inform business strategies.
Easily adjust processes as your business grows.
Lower costs by automating repetitive tasks.
Leverage powerful features to automate and refine your lead magnet delivery and nurturing process.
Automatically send requested content to leads effectively.
Tag leads in your CRM based on interest for better segmentation.
Monitor interactions and tailor follow-ups accordingly.
Outcomes
See significant improvements in lead engagement and conversion rates with this innovative automation.
More Automation Use Cases
Explore what processes can be automated in your HVAC company. Start increasing revenue and growing business from today.
Book appointments for your customers instantly - based on free slots in your CRM or employee availability. Classify leads before bookings, eliminating unqualified requests - no more wasted time.
From automatic email responses - to scheduling appointments with customers. No manual work, just AI handles your scheduling. Respond to your client emails promptly - based on previous response history, using your writing style.
RAG Automation (Retrieval-Augmented Generation) lets AI pull real answers from your documents, databases, or wikis - so you get accurate, context-aware responses every time. Perfect for support, onboarding, knowledge sharing, and internal Q&A.
Address common questions about the lead magnet automation process to ensure a smooth setup and operation.
Pricing Plans
Choose a plan that's suitable for your needs.
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required