Automated Consultant Emails


Day 1:

[Lesson #1] Welcome to becoming an Automated Consultant {{ snippets.first_name_capitalized }}!


Hi {{ snippets.first_name_capitalized }}, thanks for subscribing to this email course. Get ready to dive in deep – over the next few days we’re going to cover all the essentials of how automation can transform your business processes and particularly your onboarding process.


Analyzing Your Present Processes


Let’s dive right into it. The first thing we need to do is take a look at what you’re doing now and find ways to simplify or find efficiencies. Rather than specific steps, let’s look a bit more conceptually at how to examine your process. Look for:

Anything that’s redundant and really manual. For instance, if you send the same message or basic version of a message again and again, make a note of that.

Along those lines, if you use a lot of digital tools that require you to consistently input the same information. A CRM, project manager and invoicing app, for instance, all require you to input the same basic customer information.

Any pdf form you email, asking people to fill it out and email it back. These are usually massively inefficient.

Post-submission processes that involve manually sorting, organizing or cataloging.

Manually copying things into a spreadsheet. If you use a spreadsheet as an ad-hoc CRM, for instance, where you type or paste names, organizations, phone numbers, email addresses, etc. That can be automated.

If you copy and paste a lot. Maybe you have a boilerplate pitch or informational paragraph or something that you paste into email responses. Make a note of what, when and why you’re copying and pasting.

If you work with a team or have an assistant, think about times you’re consistently asking, “Hey did this get done?” (or emailed or started or whatever.) That suggests a lot of potential for human error.

Anywhere that introduces the potential for human error. This can include data entry, duplicate record keeping, etc.

Anywhere where efforts are duplicated or redundant. If you or somebody in your office is tripping over other people or their responsibilities, thinking a message got sent when it wasn’t, thinking it was somebody else’s job to do something – those are all areas worth examining.

A Case Study in Waste


Let me share a real-world example that happened to me recently. My family joined a summer pool club, and when I made the initial inquiry the person on the information line asked for my email address so a rep could get in touch. Later they called to say the emails they’d been trying to send had been returned – turns out between me on the phone, the information agent, and the sales rep my email address was misunderstood or misspelled.


We finally got things cleared up and the sales rep sent me an email with a long boilerplate introduction, a paragraph of personalized content relevant to my questions and situation, then 4 attachments, covering everything from pool rules and schedules to the actual application form. These were all pdfs that I was asked to print, fill out, and bring back.


Anytime you ask somebody to “print this, fill it out, then scan, email or mail it back” you are introducing huge hassle factor. There is zero delight in the customer experience, which isn’t a great way to start a relationship. As I filled out the form it asked for my social security number and credit card information, including the secret code. C’mon now. I have no idea where this paper form is going to end up. I declined to fill out that part and told them I’d share that information next time I was in the facility.


I bundled all the necessary forms up, wrote a check, and stopped by the facility to drop it off. Will the check fall out when it’s being moved from one person to another? Will some shady character steal my identity? Who knows.


A few days later my wife got a welcome email, but I didn’t. The sender, an employee of the facility, cc’d both of us on the same message and my wife noticed that my name was spelled wrong. Again. This was a a data entry error on their end. My wife asked for it to be corrected and they obliged.


There’s nothing extraordinary about this process. It’s similar to how many, many organizations do similar things. You’ve personally probably experienced something similar to this many times. It’s hugely inefficient, for them and for me, subject to all kinds of errors. It’s also the kind of thing most organizations and consultants just kind of live with.


Here are the major time wasters in this process:

A human being copying files to an email and hitting send.

To the wrong email address.

Double-backing with the information resource, who calls me back, who then calls the rep back, who then presses send again. By then way, turns out the rep was on vacation having to deal with all this.

Somebody dealing with my intake form. Probably a few somebodies – I imagine it was one person’s job to review my application, maybe another’s to copy my information (incorrectly) into some kind of customer management system, still another’s to send the welcome email and cc my wife and I.

Somebody to read our response that the email address was wrong, go back into the system and correct it.


Let’s say each of these steps takes 5 minutes. That’s generous – just the intake form is probably a minimum 10 minute process. But best case, that’s 25 minutes spent just on logistics and unforced errors. Let’s say mine was a unique situation and typically the process takes  – really best case – 15 minutes (still not possible I think, but let’s be optimistic.) What am I, one of 10 people submitting the information? That’s more than 2 hours of wasted time. Am I one of 20? 50? This is how organizations justify hiring somebody just to deal with this stuff.


Here’s how it could go:


When I called, the information agent says “Sure, we have a simple application and all the rules at our website. Here, let me give you the address.”

I visit the page and fill out the form. I’m not so paranoid about secure information because the page is secure and there’s useful language on the page to give me confidence.

As part of the form is a payment feature to take my credit card info.

Meanwhile, back in Gotham, as soon as I submit my form my information is put into a customer resource manager or communications platform so they can send me regular emails.

Aaaaand scene. Not a single part of that process required a human being to get involved. No opportunity for error exists. No inefficiency, and no wasted time for them or me.

Those 25 minutes of wasted time on me are eliminated. The 2+ or 5+ or 10+ hours of wasted time is eliminated. The entire process is just a collection of plugging one puzzle piece into the next and into the next. Once it’s set up, it’s on autopilot. The only thing a human being had to do was tell me where the link was.


This isn’t some monster, enterprise-level, sophisticated automation or workflow we’re talking about here. This is easy stuff that with just a bit of know-how and strategic thinking can be put together and even allowed to evolve as time goes on.


With this example in mind, your mission is to examine some areas where inefficiency has a stranglehold on your time and money. Tomorrow I’ll shoot you some thoughts introducing automation. Or hey, I’ll send it to you right now! Just click here and tell me where you think your biggest inefficiency might exist and I’ll send along the next lesson right away.




Day 2:

[Lesson #2] Introducing Automation Using Zapier


{{ snippets.first_name_capitalized }}, in my last lesson I taught you how to examine your processes to find the weak points and inefficiencies to target for automation. So now let’s talk about automation.


Automation is using technology to solve what was previously a manual problem. Think about those big robot arms on car assembly lines that swing in and, with precision, turn a bolt down to an exact torque specification. It never takes a break, never goes on vacation, never uses too much or too little force, is never distracted or bored or new on the job. We’re going to do that for your customer processes.


The brains of your operation is an online web app called Zapier. Pronounce it Zap-ee-er. Zapier uses the integration capabilities of eleventy zillion other web apps and pieces of software out there to allow you to create connections and relationships between the two.


Imagine you want to use Google’s services to:

Have somebody fill out a Google Form on your website

Send the results of that form to a Google Sheet, so that each new submission of the form adds a row to your spreadsheet. Perfect for a lean and dirty CRM.

Send an email to your new prospect using Google Mail welcoming them or sharing some information about your company or services.

Create a new folder in Google Drive dedicated to your new contact or customer. Use it for basic project management.


Here’s a workflow you’d set up in Zapier:


Zapier defines the initializing thing – in this case the updating of a row in a Google Sheet – as the trigger, and the subsequent steps in the workflow as actions. Think of this as if you do this, then that will happen.


Zapier makes it easy and fun to see what’s popular and possible. As soon as you tell Zapier you’re interested in a trigger of Google Sheet, for instance, you can see some popular suggestions:


There are a couple ways to map out your ideal workflows. One is to make a list of the tools you’re currently using and define ways making better connections can help you. Another is to instead map out your ideal workflow that solves problems for you or your customers – or ideally for both of you at the same time. Don’t worry about what tools you’d use or connect yet, just sketch out what would be really awesome. Then do some research to investigate the right tools for the job. If you’re not sure or just want to kick some ideas around, try using Google’s free tools with Zapier’s free tier – it’s a great way to start exploring potential. I have a free video course that shows you exactly how to do that – click here to get started.


Google’s free tools are great, but you can do so much more. In our next lesson we’ll look at some of the apps and tools I use, why, and I’ll briefly introduce their critical purpose in my workflows.




Day 3

[Lesson #3] Your Essential Digital Toolkit


{{ snippets.first_name_capitalized }}, in our last lesson we learned about how Zapier is the brains behind our automated onboarding workflows. In this lesson I’ll introduce you to some essential tools for your kit.


There are a few criteria I think are useful for you as you explore what tools to consider. First is, what problems do they solve for you? The right tool should save you time by making something easier to do than if you were to do it without the tool. It should be easy enough to learn or understand so you can be off the ground in minutes, not hours. And it should be affordable for you. Building a digital technology stack can become an investment, which is a no-brainer if spending a dollar saves you ten. Finally, prioritize. I’ve developed my tech stack over time by solving immediate problems. “Hmm, I should be tracking my time better than I am. What’s out there?” Another way, which I mentioned in my last lesson, is to sketch out your dream plan and then fill it in with the right tools. Here are the essentials tools I use in my onboarding automated workflows and in many other places in my business. The idea isn’t necessarily to prescribe that you do exactly what I do (though I can recommend it!), but rather to introduce you to the productivity introduced by different tools in your kit. Note – for some of these I’m offering an affiliate link, which means if you sign up using these links I get rewarded with an extra month or something similar, but more importantly you get something special like discounts, extended trials, etc. These links are the “super rad bonuses” I describe below. Okay let’s go!)




If Zapier is the brains of the operation, Drip is the heart. Drip is a powerful but simple marketing and email automation platform. I certainly use it for that, but its critical attribute is that it also acts as my data store. When subscribers take action, sign up for something, answer a question, even visit certain pages, Drip keeps an eye on those behaviors and then applies a tag or custom field to the subscriber. In my onboarding process, this means I can tag them in ways that are aligned with their journey – after the first reach out, for instance. Then a new tag after they complete a form. Finally a “customer” tag when they accept a proposal. Having them tagged in specific ways means I can keep my messaging to them relevant – I might not send the same message to a customer as I would to a prospect.


Alternatives to Drip include Mailchimp, Infusionsoft, Active Campaign and many others. Every marketing automation platform has strengths and weaknesses, but I’ve found Drip to be my hands-down favorite because it’s not bloated with too many features, it’s sensible to use and its affordable – up to a hundred subscribers is free (perfect for kicking tires) and it’s $49/month for up to 2000 subscribers.




Typeform is an easy, fun to use form building tool that’s basically drag and drop. It’s really powerful, letting you build sophisticated forms that can involve logic for branching scenarios or calculations to do things like keep a score. It has flexible design options, nice reporting features, easy ways to integrate on any website or easy access as a stand alone link. Of course, it integrates really well with Zapier.


Depending on the tier you’re looking for and especially if you want to eliminate Typeform branding, it can be expensive. Alternatives include Jotform, which has some even more powerful features than Typeform (and is generally more affordable), Gravity Forms, which is a WordPress plugin, or an automation platform’s forms – Hubspot, for instance, has a great form builder with a free tier. Google Forms, as we’ve discussed, is also a great option, but with limited design capabilities. You can roll your own, of course, coding a form on your website, and there are lots and lots of form builders out there. The reason I come back to Typeform is for how easy it is to quickly create something powerful but attractive, with a great user experience – a lot of online forms are ugly and miserable to use. The essential thing is that your form builder integrates with Zapier in robust ways because you’ll be using what people share with you in the form to capture insights and move them along your onboarding process.


(Super rad bonus: Typeform is free to try, but if you sign up with this link or the links above you’ll get 10% for life. This is a no-brainer.)




Pipedrive is a simple but powerful CRM that I think is perfect for consultants. CRMs like Salesforce, Microsoft Dynamics, or Hubspot are really powerful but they’re huge and loaded with features and can get crazy expensive. They’re generally more suitable for enterprise customers or large businesses. Hubspot has some really great free tools that are definitely worth looking into, but I find Pipedrive to have pretty amazing features for basically the price of a fast food meal a month.


What I like most about Pipedrive is that it’s common sense – you literally drag or move prospects along a journey or timeline that represents your funnel, but you can set up multiple funnels for different use cases. You could conceivably have a funnel for online prospects, and another for, say, conference prospects. With Zapier, you can automate prospects to move farther down your funnel as they take certain actions. Maybe they enter your funnel after signing up online, but after they fill out an intake form they move to a new stage of the funnel.


A lot of consultants and solopreneurs think a CRM is overkill or is unnecessary, and of course every situation is different. I mentioned earlier that I’ve adopted tools along the way as I identify problems – for me that problem developed when the notes I was keeping on prospects or after prospect conversations was getting too disorganized. I considered a better note-taking method that was better organized, but kept coming back to the idea that I’d like to keep prospect notes separate from project management or just the general notes I keep as I’m working on client projects. Then I got to investigating other ways a CRM could help me, then I found the right CRM for me. A lot of people use Google Sheets or a spreadsheet as an ad-hoc CRM, and this is definitely sustainable for a consultant or solopreneur or small team if it’s set up the right way – and it’ll integrate with Zapier – again, a crucial attribute of any tools we’re looking at.


(Super rad bonus: If you click this link – or the links above – to sign up for Pipedrive you’ll get an extended 30 day trial to put it through the paces and see if it’s for you.)




Calendly is a great scheduling app that syncs up to your calendar and lets other people put time on your calendar essentially at their convenience. It’s the solution to the 17 emails back and forth trying to find a time that works – just send people a Calendly link (or install it on your website) and they tap a button, see what’s open and make an appointment. I use it so clients can book time more easily with me, but I also use it on my website – really interested prospects can just schedule a free consultation with me. For me this really kickstarts my entire onboarding automation – as soon as an entry is scheduled Zapier reacts to the trigger and does all sorts of cool actions involving many of the tools I’ve talked about. Just this one tool is a crazy time saver, if you think of all the back and forth we can often do just trying to set a meeting up. From a sales perspective, trying to wrangle a meeting time can kill a deal.


There are lots of alternatives to Calendly – I like it because it’s easy and cheap. Acuity Scheduling,, and are all great options (as I write this, though, is brand spanking new so it lacks Zapier integration capabilities.) Again, find what you like and as long as it can connect to Zapier you should be in business.


Other Stuff


Those are the big components that I think represent what should be in every consultants onboarding toolbox: some kind of data store/marketing automation platform, an easy form creator, a simple CRM and a scheduler of some kind. Here are a few others I’ll quickly mention that are important to my daily workflows and you might consider them too:




I use Wave, which is full-featured and free and pretty great. Freshbooks is another popular alternative. I include invoicing in my onboarding workflow, so it’s great if you can use a popular online tool that you can integrate into the other tools you’re using.




When I first got started I’d write my proposals in Pages. A few years ago I moved to Proposify and now I use Nusii. Both Proposify and Nusii let you send digital proposals that are beautiful, easy to build, well laid out and offer a great experience for your customer. With both apps the customer can agree to the proposal with the click of a button and (you guessed it) – as both Nusii and Proposify integrate with Zapier – allow you to make them functional parts of a workflow. For instance, when a proposal is accepted, then automatically update a CRM as the deal being won.


Time Tracking


I don’t charge by the hour, but I do track my time as a matter of discipline with every client and project. Having this insight lets me avoid costly out of scope issues, learn from how projects are going, price things in the future, explain issues or ideas more intelligently, and have a better sense of my time and day. I use Harvest, which is a powerful time tracking tool for consultants and teams alike. Many CRMs have time trackers built in, and there are dozens of other apps and web services out there to track project time. It’s surprising to me how few consultants I talk to take time management seriously or have no problem spending 2 hours at a lunch or even hopping on a plane trying to win business from a prospect who’s needs aren’t well understood. A tool like Harvest can help you keep track of how you’re spending your time.


(Super rad bonus: You can try Harvest for free, and if you sign up with this link you’ll get $10 off your first month.)


Project Management


If you work with a lot of clients or as part of a team, you might find yourself managing projects, or at least needing to be in charge of a project’s organization. I use Basecamp because it’s easy to use and understand, not bloated with confusing stuff I don’t need, and has a friendly, accessible user interface that makes it easy for my clients to adopt. Many consultants use versions of spreadsheets to roll their own project management, or if you’re strictly a soloist who doesn’t engage much with others you might find it easy to just manage with todo lists and scratch paper.


File Management


Finally I’ll mention file management and organization. I use Dropbox for everything client related, except large video production files, which I keep on an external drive. It’s critical for me to have easy, constant access to any file from any device. The redundancies provided by Dropbox are key to me as well. Google Drive is of course another option, as is Box and Microsoft’s OneDrive. If you’re keeping things mostly on your local drives, make sure you have a sophisticated backup protocol so a crashed drive or stolen computer doesn’t change your whole life. Where possible, though, I recommend adopting modern tools with cloud access for the modern ways of doing business.


There you have it! A monster guide to the consultant’s toolbox. You know what – some of this stuff can get a little expensive. In my next lesson I’ll cover exactly that topic – the ideas of expense vs investment.




Day 4

[Lesson #4] Considering The Investment, Not The Cost


Hi {{ snippets.first_name_capitalized }}. Yesterday I introduced you to a pile of awesome digital tools that I think should be in every consultant’s kit. In this lesson I want to talk about the cold hard cash required to make such an engine run.


If you’re like me, one of the cheapest pieces of tech you own is your phone. I carry an iPhone X as I write this, and it was pretty expensive – over $1000! I’ll probably have it for 18 months at least. So why do I say it’s one of the cheapest (meaning, actually least expensive) things I own? I break major purchases down like this: Let’s say I’ll use my iPhone for just a year (365 days) and, like I said, I bought it for $1000. That breaks down to a daily cost of about $2.75. Think about the last thing you bought for $2.75. For me it was a soda and a candy bar, both things I could’ve definitely lived without if it came to it. With all the iPhone can do and its tremendous capabilities, if somebody offered to rent it to me for $2.75 a day would I do it? Do I get enough use out of it each day for that to be a fair trade? For me the answer is yes.


Fun side note: Warren Buffet agrees. In a recent interview with CNBC he called the iPhone “enormously underpriced,” saying that it’s worth far more than the $1,000 Apple charges.

“I have a plane that costs me a lot, a million dollars a year or something of the sort. If I used the iPhone I use an iPad a lot if I used the iPhone like all my friends do, I would rather give up the plane,” he said.


So I judge it’s worth it as a convenience, but can the iPhone actually help me make money? Considering it’s my only phone, what alternative would I adopt to talk with my clients and prospects if I didn’t have it? How much would the alternative cost and what would be the limitations, learning curve or hassle factor, if any, that the alternative would introduce? I check my mail on my phone, receiving and sending valuable, business-impacting communications to my customers and clients. What would I do instead? I have apps that help me run my business. What would be the alternatives? It doesn’t take much long division for me to figure out that not having my phone would be costing me opportunities and causing me to spend valuable time dealing with alternatives. In the end the phone makes more money for me than it took to purchase it, because it saves me time and hassle and opens up opportunities I otherwise wouldn’t have. So then the question is – why this phone? Why not a different model that’s half or a third the price? I do a lot of video shooting with my iPhone, and the iPhone X has a superior camera. Again, it’s a tool in my kit. For somebody where that wasn’t important and they purchased a less expensive phone, their per-day cost could be just $1.50 or so.


I think the same way about the digital tools I adopt, many of which I introduced to you. Most don’t get daily use, some do. I examine what problems they solve for me. What alternatives I’d have to dig into instead. I mentioned that I used to write my proposals in Pages. I’d export to PDF, send in an email, and followup after a few days. When writing in Pages I’d copy/paste from other similar proposals I’d written, requiring me to search for materials in other proposals, find the correct content to copy, then paste it into the new proposal. Once agreement was made with my client it wasn’t really until the first invoice was paid that things became “official.” There’s a lot of hassle factor in this process (which is a very familiar process – you might do something similar right now.) A lot of seconds-turning-into-minutes spent just on finding files, copying stuff, following up. Things that aren’t necessarily even part of writing the proposal! Using an app like Nusii costs me $10-20 a month. So I ask – what would I spend that money on instead? Something as valuable? Does the alternative – my old process – save me time or money, or cost me more time (and so, money). I do a similar analysis with each of the tools I adopt. There are only a few tools that I think, “this is just a cost of doing business.” The rest save me far more time than I’d otherwise spend on a task, and so they help my business grow.


I also look at the tools for revenue potential as I integrate them with my client work. I’ve introduced Drip, for instance, to many clients, and I’m an in-demand Drip automation expert. What I do with Zapier in my own business is an excellent prototype for how I can help other organizations. In those ways my expertise with many of my tools contributes to my credibility and helps me be seen as an expert. Now it’s not a matter of conceptually “making money” (by saving time), but they literally help me sell business.


A lot of consultants shy away from spending $20, $50 or even a few hundred dollars a month on a modern tools, yet they don’t even realize that they’ll waste hours each week on outdated manual processes. My guidance for you today is to go back to our first lesson together and see where you can map out the inefficiencies happening in your own business so you can chart a course to optimizing and maximizing your time. Tomorrow we’ll dive a little more into the cost of not.




Day 5

[Lesson #5] {{ snippets.first_name_capitalized }}, what’s your “cost of not”?


{{ snippets.first_name_capitalized }}, yesterday we talked about how to think about your digital stack, or toolkit, in terms of investment instead of cost. Today let’s talk about the cost of not.


One of the things I like to tell my clients is that my goal is to help them recoup their investment in me as quickly as possible. How we quantify that recoupment can be dynamic, depending on what’s important to my client. It can be literal – a certain number of leads creates a certain amount of revenue. The recoupment can be more conceptual – how much closer are you to achieving a goal than you would’ve been without us working together? How much learning curve, time, effort, or resources were saved because of the shortcut offered? Or, the idea of recouping an investment can be avoiding future costs, inconvenience, hassle or confusion.


The question for you at this point is, considering where automation can help your business: which recoupment is most important to you? Is it saving you valuable time, and thus dollars? It is making processes easier for you and your customers or prospects, so you can have smoother experiences and spend time on other things? Or is it avoiding the mental tax of having to deal with stuff you’re tired or bored of dealing with?


There’s another kind of recoupment, and that’s the payoff of new ideas. Stuff you haven’t thought of before. Automation is one of those things where once you start you can’t stop. You start looking at other aspects of your work life and workflows, and how tools you use every day – from project management to social media to lead generation to connecting with customers to running your business – can be better integrated and working together. Powerful stuff.


Or, you don’t. You don’t do any of that stuff and you keep on keepin’ on with what you’re doing now. And that’s a totally viable option for you. It’s wise to consider though, what’s the cost of that? Of the status quo? What’s in the way of change? If it takes, say, 20 minutes to build your first Zaps – is that time investment too much? Is the idea of having to learn a few new skills putting you off? Why? If 20 minutes could save you 20 hours, or learning new skills could transform how you approach work processes, does it change your perspective on the cost of not?

{% if subscriber.tags contains “automated consultant buy course = no” %}Here’s my suggestion – get started with the free version of Zapier and try a few things out, kick a few tires. Enroll in my totally free course that walks you through using some of Google’s free services with Zapier – it takes less than 15 minutes! Then use Zapier’s fun exploratory tools to see how the apps you’re using right now might be more automated. Like anything, start small or with the things that are immediate pain points for you and see how it goes.


I’ll be back next week to reconnect on some of the important things we discussed here, maybe share a freebie or two, and talk about what’s coming up next – including how special pricing on The Automated Consultant is only open for a brief time for you.{% endif %}


{% if subscriber.tags contains “customer = automated consultant free” %}You’ve signed up for my free Zapier course, and it’s a great way to get started. In under 15 minutes you’ll make your first connections using Google tools and Zapier’s free tier. How’s the course going for you? I’d love to know if you had an easy time getting off the runway.


I’ll be back next week to reconnect on some of the important things we discussed here, maybe share a freebie or two, and talk about what’s coming up next – including how special pricing on The Automated Consultant is only open for a brief time for you.{% endif %}


{% if subscriber.tags contains “customer = automated consultant” %}I’m thrilled that you’ve enrolled in The Automated Consultant course. You’re going to learn powerful things to make powerful changes that, as you saw, can potentially save you hundreds or thousands of dollars – in addition to freeing up valuable brain space to do more amazing things in your business. How’s the course going so far? I’d love to hear from you and get your impressions!{% endif %}


Keep me posted – and I’d love to know how you identify “recoupment” of some of the investments you’re considering with automation – as always just reply to this email and share your insights with me.


I’ll be in touch soon!




Pitch Day 1

The Consultant’s Dilemma: How can I take back my time?


You know {{ snippets.first_name_capitalized }}, I’ve been building a lot of courses over the last year, and The Automated Consultant is probably the easiest, most bang-for-your-buck, instant gratification things I’ve created. I’m excited to invite you to be part of it. Let me know tell you just a little bit about how we got here:

I realized that my customer on boarding process sucked. Literally – it was sucking up my time. When I did the math I realized that I was throwing away thousands of dollars a year. After considering outsourcing the process to an assistant or virtual assistant, I decided to automate it.


My automation included things that help me and that help my prospects with an experience that, for them, is more engaging, responsive, and delightful.


I started hearing from those prospects about how much they enjoyed what they were experiencing, without even knowing about the automation going on. They thought I was delivering this stuff in real time to them.


Meanwhile, I’m enjoying a process that’s 95% levers and pulleys, making me only responsible for the powerful stuff I’m good at, like needs assessments, discovery conversations, writing proposals and closing business.


When I shared with some of my clients what was going on under the hood they started asking me to build it for them, too.


I was happy to oblige, but thought – let’s open this up to other consultants out there struggling with the same things. The Automated Consultant is born and here we are, you and me, sharing an email.


My course The Automated Consultant  does three things in-depth: First, it introduces you to the power and potential of Zapier. Second, I do that that by showing you, step-by-step, how to engineer my exact on-boarding process. The beauty is you learn by doing, but if you want to do something different than what I do you’ll build the skills to start improvising and creating on our own. And three, I show you how to escalate delight in your new-customer processes by showing you how I approach my discovery form and how I use a tool called RightMessage to personalize a “launchpad” page that’s tailored for each prospect.


So look {{ snippets.first_name_capitalized }}, at this point I’m hoping this feels like a no brainer. You either see the obvious value in developing some skills that can change the way you do business, or the status quo is working for you. And it ain’t. Between now and this Thursday at midnight The Automated Consultant is $97 – then it goes up to $147. Let’s do this!


Start The Automated Consultant Now!


I’ll see you inside the course!




PS – The Automated Consultant is instant-gratification, zero BS, no fluff, in fact hardly anything conceptual, hands-on, learn-to-build, skills-development, science the shit out of your on-boarding process. Let’s get started together.


Pitch Day 2

Answered: All your questions about The Automated Consultant


{{ snippets.first_name_capitalized }}, I’m pretty excited about the response so far to The Automated Consultant. It’s rewarding to know there are consultants out there like me and you who are taking command of their time, effort and $$$ by working smarter through automation. I’ve had a couple of good questions come through, so I wanted to share those with you:


​How is the course structured?


Think of it in 4 buckets. The first is Intake, where I teach you the essentials of taking your prospect from the initial capture point of them scheduling a Calendly conversation through to setting them up as a lead in Pipedrive. Then we move to Processing, which is where we automate getting to know the prospect’s needs more by delivering an automated email that sends them to an engaging worksheet (form) where they share more about their needs. Along the way we handle some important admin like managing our CRM and marketing automation platforms so we always know right where the prospect is in their journey with us. The third bucket is Management, where – once they accept our killer proposal – we automate them through our project management processes. Everything from setting them up to receive invoices to tracking the time we’ll spend on their projects to simply creating the folder we’ll need to get to work. The final bucket is focused on Delight – with some cool bonuses I show you how to create a personalized, tailored webpage.

How is the course delivered?


Each lesson is a video, with an occasional text lesson or PDF download. I use Podia as the learning management system, which is fun and easy to use.


How long is the course?


Hey, I wouldn’t be doing you much good if I promised you I’d save you time by teaching you to automate, and then sucked up all your time teaching you to automate. You can complete the entire course in a little more than an hour. But what’s cool is, you might get through the first lesson of three and realize hey, I have an idea…and with your new skills you’ll start creating things that work for you.


Do you offer payment plans?


Not right now, but let me ask you – is not having a payment plan getting in your way to getting started? If the answer is yes, hit reply and let’s talk it over.


Do you have any questions? Just reply to this email and I’ll get back to you asap. Otherwise, your special pricing for The Automated Consultant is only good through tomorrow!


Get The Automated Consultant For Just $97


Thanks –




PS – what’s holding you back? I’d love to help. Hit reply and share your thoughts. Otherwise I hope I see you inside the course!


Pitch Day 3 AM

Closing Tonight {{ snippets.first_name_capitalized }}! I hope you’ll join me!


{{ snippets.first_name_capitalized }}, this is it – the price goes up on The Automated Consultant after today. If you want in on skills, concepts, and actionable practical how-to step-by-step change-your-game training that’ll save you money and simplify your life so you can work smarter, get more done and have more fun, there will never be a better time. After midnight I’ll love to see you inside the course for $50 more than I’m offering it right now.


Holy Crap It’s Thursday Yes Let’s Do This For $97!


See you inside the course!




PS – obligatory marketing email post-script to remind you of the call to action which is to buy The Automated Consultant course for $50 cheaper than you can do it tomorrow. Let’s go!


Pitch Day 3 PM

Last Call: $97 Automated Consultant Course ends at midnight


Hi {{ snippets.first_name_capitalized }}, last reminder that this is your last chance to get The Automated Consultant for just $97. Tomorrow it’s $147. I’m saving you some money, let me save you some time too! I hope I see you inside the course!


Buy The Automated Consultant for $97