💼 Module 36: Automating Sales & Nurture
Turn one-time interest into long-term client relationships — automatically.
2. Why It Matters
Health pros lose most opportunities between conversations. Automation keeps you top-of-mind, builds trust at scale, and protects your energy by replacing manual follow-ups. It also creates consistency — the key to predictable revenue and calmer weeks.
With a light, value-first touch, you’ll guide prospects from curious → ready → enrolled without feeling salesy.
3. Step-by-Step Guide
Choose Your Core Channel
Start with email nurture (highest leverage), then add SMS or IG DMs later. Keep everything connected to your booking link.
Build a 7-Message Nurture
Create a 2–3 week cadence: quick tips, mini stories, client wins, and soft invites to book a consult. Keep each under 180 words.
Segment & Tag Leads
Tag by goal (Weight, Stress, Energy, Sleep). Send each segment 1–2 tailored emails in the sequence for relevance.
Automate Post-Consult Follow-Ups
Trigger messages at 24h, 72h, and Day 7 after a consult. Include recap, one objection answer, and a direct booking or checkout link.
Reactivation for Cold Leads
Run a 3-email “Are you still working on this?” campaign every 60–90 days with a fresh resource or limited-time bonus.
Track Pipeline & Wins
Use a simple pipeline: New Lead → Nurture → Booked → Closed Won/Lost. Review weekly; improve the weakest stage.
4. Examples & Options
Real-World Email (Day 4 — Story + Invite)
“Hey [First Name], last month a client told me she was exhausted by 2pm. We made two 5-minute changes and her afternoon energy came back within a week. If you want me to map those two tweaks for you, grab a quick call here: [Calendly].”
DIY (Free/Low-Cost)
Mailchimp Free + Google Sheets pipeline + Calendly Free. One list, 7 scheduled emails, manual tagging.
Mid-Level
ConvertKit + basic tags/segments + Calendly Pro + Stripe Links for fast checkout post-call.
Advanced
ActiveCampaign (automations/CRM) + Zapier (form → tags) + VA to audit weekly and keep pipeline squeaky-clean.
5. Common Mistakes to Avoid
- ❌ All pitch, no value → ✅ Use 80/20 value-to-offer and teach something tiny each message.
- ❌ One generic list → ✅ Segment by goal so language and examples “click.”
- ❌ No stop rules → ✅ Remove people from nurture the moment they book or enroll.
- ❌ Walls of text → ✅ Keep it under 180 words with one clear action.
- ❌ “Someday” setup → ✅ Launch a minimal 3-email sequence first; add the rest next week.
6. Quick Win Highlight
💡 Quick Win: Load this email as your Day-1 nurture now: “Subject: One tiny energy fix. Body: Try a 10-minute walk + 12 oz water before lunch today. Most clients report fewer afternoon crashes. Want a 3-step plan for your schedule? Book here: [Calendly].”
7. Mini-Implementation Exercise
Your 30-Minute Build: Fill this mini-worksheet and then copy into your tool.
| Audience Tag(s): _____________ Primary Goal: _____________ |
| 7-Message Outline: 1) Tip, 2) Story, 3) Proof, 4) Objection, 5) Quick Win, 6) Case Study, 7) Direct Invite. |
| Consult Follow-Ups: 24h | 72h | Day 7 — Link: _____________ |
| Reactivation “Bump” Line: “Still working on [goal]? I made a short resource that could help — want it?” |
8. Tools & Resources
Beginner-friendly email sequences and basic audience tags.
Clean tagging, sequences, and simple visual automations for creators/coaches.
Advanced branching automations + built-in CRM/pipeline tracking.
Connect forms (Google Forms/Typeform) to your email tool to auto-tag new leads.
Frictionless scheduling; include your link in every nurture and follow-up.
Instant checkout link to include in post-consult emails for fast enrollment.
9. Checkpoint / Success Criteria
10. Summary & Next Step
- Automation keeps you consistent, relevant, and easy to book.
- Short, segmented messages convert better than generic blasts.
- Post-consult follow-ups and reactivation sequences recover lost revenue.
- Simple KPIs reveal exactly where to improve each week.