Automation Hack: Automated Prospect Screening System

It’s Monday morning. A new lead lands in your inbox. They’ve arrived there through an enquiry form, Facebook chatbot, ad lead or referral. Your heart leaps… fresh business is just around the corner!


Sound familiar? If it does, then you’ll also be familiar with the sinking feeling that comes when those leads turn into clients from hell. Figuring out who’s going to bring with them a wonderful working experience, as opposed to which leads will turn into clients that make you grit your teeth in frustration long before your morning coffee, is the kind of superhero power we can only dream or. 


Or is it?


We know that not every incoming lead makes for an ideal customer. The longer you spend in your field, cultivating your brand and your business, the easier it becomes to identify what’s a ‘fit’, and the red flags that move from a lead from exciting through to… well, not the kind of client you’ll enjoy...

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Automation Hack: Easy New Customer Onboarding & Payment

For those of us with an entrepreneurial mindset, we get a kick out of the thrill of the chase - of looking for new opportunities for lead generation, of identifying potential new market segments, of inventing new products that can pull in an entire new customer base in one fell swoop. We love the rush of exploring how we can add value to our customer base, all the while increasing our prospects of turning leads into return customers.  

When the fruits of our labour result in new business, it’s a great feeling. 

The admin that can come with a new customer? Not so fun.

Successfully onboarding a new client or customer can be the key to clear communication and, just as importantly, getting paid for your work on time. It’s also important when you’ve got a team working across different stages of your sales funnel. Ensuring that customers make the jump from interested through to integrated is crucial to keep your business wheels turning without a hitch.


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