7 Day Business Automation Challenge

Build the foundation. automate the follow up. grow your business

In just 7 days, you'll build a powerful automation system that captures leads, follows up automatically, and turns more leads into customers.

VIEW CHALLENGES

DAY 1

set up your crm

Build the foundation by setting up your CRM and organising your business information.

you will:

Set up your CRM

Add your business details

Configure basic settings

Import existing contacts (if any)

DAY 2

BUILD YOUR PIPELINE

Create your sales pipeline so you can visualise your process and never miss an opportunity.

you will:

Create your pipeline stages

Customise your pipeline

Add sample deals

Understand how deals move forward

DAY 3

CREATE SMART FORMS

Capture more leads with high-converting forms that feed directly into your CRM.

you will:

Create a lead capture form

Customise form fields

Add form to your website or link

Test and ensure leads are captured

DAY 4

SET UP EMAIL AUTOMATION

Build an automated email sequence that nurtures new leads and keeps you top of mind.

you will:

Create an email automation

Write your 3-email follow up sequence

Set up triggers and timing

Test your automation

DAY 5

ORGANIsE WITH TAGS & SEGMENTS

Segment your contacts so you can send the right message to the right people at the right time.

you will:

Create tags for your contacts

Segment your audience

Add rules for automatic tagging

Understand the power of segmentation

DAY 6

AUTOMATE FOLLOW UPS & TASKS

Never drop the ball again. Automate follow ups and reminders so every lead gets attention.

you will:

Create automated follow up tasks

Set up appointment reminders

Automate internal notifications

Ensure nothing slips through the cracks

DAY 7

TEST, LAUNCH & OPTIMIsE

Test your system, make sure everything works, and launch your automation with confidence.

you will:

Test your forms and automations

Walk through your entire process

Make improvements

Launch your system and start growing!