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The "WHO | WHAT | WHEN | WHERE | WHY | HOW" of

You Can Automate


Service-Based Entrepreneurs

  • Coaches

  • Photographers

  • Beauty Industry

  • Marketing Agencies

  • Home Services

  • Contractors/ Home Repair

  • Auto Repair

  • and More!

Product-Based Entrepreneurs

  • Course Creators

  • Creatives and Artists

  • Website/ Logo Designers

  • Insurance

  • Real Estate, Mortgage

  • Food Industry

  • Network Marketing

  • and More!

What You Can Do:

  • Create email automations

  • Create email + SMS templates to reuse

  • Send broadcast emails

  • Create forms and surveys

  • Import/Export your email list

  • Create email segments and send to them in bulk

  • Build surveys to segment your list and site visitors

  • Integrate your email campaigns with SMS, calling, and voicemail drops

  • Create automation triggers to trigger your campaigns based on contact behavior or actions

  • Manage your contacts

  • Create Quizzes with follow up

  • Post Blogs to your site

  • ...and so much more!

What can you replace?


  • Kajabi, Member Vault, Thinkific, Teachable

  • Click Funnels, Lead Pages

  • Calendly, Youcanbook.me, Acuity

  • CRM: Dubsado, Honeybook, 17 Hats, Hubspot, Sales Force,

  • Email: Mailchimp, Active Campaign, Mailerlite

  • Text: Project Broadcast, Community

  • Social Media Schedulers: Creator Studio, Later, Plann, Planoly

  • Forgetting to follow up with leads

  • Your assistant logging in as you

  • Chasing clients for payments

  • Google Forms, Jot Forms, Survey Monkey

  • TryInteract Quiz to collect leads

  • Getting Voicemails and Missed calls from potential customers





  • UNLIMITED Courses, Memberships, Programs

  • UNLIMITED Pages, Funnels, Landing Pages

  • UNLIMITED Calendars with lots of cool features

  • UNLIMITED Pipelines, Opportunities, Contracts

  • Instant automation and Free Email Templates

  • UNLIMITED Texting included in the price!

  • Post/ Schedule to Facebook, Facebook GROUPS, Instagram, LinkedIn, and Google My Business with ONE Post!

  • Automatically follow up with leads based on your set-up!

  • Your assistant has their own log in to help you!

  • Automatic invoicing/ payments

  • Custom Forms that you can turn into automations based on certain answers!

  • Quizzes that can follow up based on answers

  • Missed call > text back option, Great to avoid spam calls!

WHERE can you schedule social media content?

  • Facebook Page

  • Facebook Group

  • Instagram

  • LinkedIn

  • Twitter

  • Google My Business

  • Tik Tok

  • Slack

  • All at the SAME TIME, from ONE PLATFORM!

Why you Can Automate?

How you can use it to grow your business

  • Client Acquisition
  • Business Automation
  • Lead Generation
  • Database Reactivation
  • Client Retention
  • Scaling / Growth
  • Customer Service
  • Reputation Management
  • Building Marketing Funnels
  • Tracking (calls, leads, clicks, responses, etc)
  • Increasing ROI
  • Offering Courses, Membership Area, etc
  • Streamlining Multiple Tasks

Denise Oster Switched!

Peak Performance Coach, Real Estate

  • Kajabi (Courses, Website, Pipelines) $149/month
  • Tave for Contracts and Payments $35/month
  • Mailerlite for Emails
  • Facebook Creator Studio
  • Google Forms
  • Now has automatic texts set up for leads

Julie Zolfo Switched!

Life Coach, World Traveler, Author

  • Kajabi (Courses, Website, Emails, Pipelines) $199 /month
  • No CRM
  • Social Media posting on a whim
  • Now has a Scavenger Hunt set up and more control over her business

Pam Leno Switched!

Hypnotherapist, Course Creator, Author

  • Kajabi (Courses, Event Pages, Pipelines, Email) $149/month
  • WylieBiz
  • Facebook Creator Studio

Yvonne Ghee Switched!

Direct Sales Consultant

  • GetOiling ($25/month)
  • Project Brodcast ($400/month)
  • TryInteract $19/month

Behind the Scenes



Pipeline/ Dashboard

Lead Tracking

Unlimited Memberships and Courses?


You can create UNLIMITED offers, products, courses, programs, either free or paid access.

Building a membership site is easy and fast and can be integrated with your main site and sales funnels as well as your marketing tools.

Calendar Management

Our Calendar tool allows you to automate your appointment setting process.

You are still in control of the calendar and can set when prospects can book your appointments and manage your calendar right from within the dashboard.

With our Calendar Integration, you can send people directly to an appointment booking page, add a widget anywhere on your site, and trigger automations based on calendar events.


The types of Automations you can set up are Limitless!

Communication Automation Triggers

  • Forms & Surveys

  • Order Forms

  • Appointment Reminders

  • Birthday Reminders

  • Email Campaigns

  • Instagram & Facebook DM's

  • Call Whisper

  • Send Voicemail

  • Manual Phone Calls

CRM Automations:

  • Add Tags

  • Give Access to Offers

  • Add to Workflows

  • Set Event Dates

  • Assign to user

  • Send Review Request

  • Add to Custom Audience

  • Revoke Access

  • Add Task

MISC Automations

  • One Time Charges

  • Contact Reply (with logic!)

  • If/ Then

  • Wait

  • Webhooks

  • Go To

  • Math Operations

  • Send yourself emails/ texts when certain events occur to keep you in the loop!

Reputation Management

Link your Google Reviews onto any page with one click!

Reputation Management helps you send out review requests and manage your online reviews. These requests can help you create positive reviews for your company, which can help attract new clients.

You can:

  • Send requests to your list to review your company

  • Track and manage your current online reviews (Google for example)

  • Link your Google Reviews onto any page!

WHEN do you want to get started?