Do You Want to Explode Your Business With MORE Clients, Cash, and Freedom? Then this Plan Could Be for You!
We all want more freedom, more clients and more cash, right?
Sure, we got into business because our passion led us this way, but we also want to get paid for our knowledge and expertise without slaving away hours upon hours in front of the computer.
This is where AUTOMATION & SYSTEMS become an integral part of your business plan.
Forget about spending your days slaving away at your computer, put these automation techniques and systems outlined in this project plan in place and start saying HELLO to more clients, cash, and freedom.
What are you waiting for?
If You’re Ready to Drastically Increase Your Revenue Without Added Stress, My Brand New “Automation & Systems for More Clients, Cash, and Freedom!” Project Kit Can Help!
This Kit Includes a Step-by-Step Marketing Plan + Templates + Checklists to Help You AND Your Assistant Tackle Your To-Do List with Ease!
Many of the documents in this project kit come in .docx format so that you can customize them to your business needs, and add in any additional information you’d like to include.
But here’s the sweet part: All you have to do is customize the plan to your specific business goals and needs and hand it off to your assistant, confident she’ll know EXACTLY what to do the ENTIRE MONTH.
And then, you can let out a sweet sigh of relief, confident that stuff’s actually gonna get it done…and finally book that much-needed mani/pedi (without guilt).
This Step-by-Step Plan Covers: (.doc format)
- Getting Started
- Marketing Strategy Overview
- Timeline & Budget
- Section 1: Finding the Gold You Already Have
- Step 1: Tiny Tweaks Have A Big Impact
- Step 2: Double Your ROI, Not Your Expenses
- Section 2: Plan & Schedule Your Way to Success
- Step 3: Develop a Fool-Proof Appointment Setting Process
- Step 4: Put Your Project Plans on Autopilot
- Step 5: Design a Profit-Pulling Promotions Plan
- Section 3: Hands-Free Marketing Systems for Constant Cash Flow
- Step 6: Create Your Easy Email Workflow
- Step 7: Get Creative with Content
- Step 8: Avoiding the Social Media Time Suck
- Section 4: Set-and-Forget Automations to Give You Back Your Freedom
- Step 9: Fill Your Funnels with Compelling Offers
- Step 10: Automatic Onboarding & Product Delivery Create a Better Client Experience
- Step 11: How to Know Exactly What Works (So You Can Do More of It)
- Step 12: Protect Your Assets with Automated Backups
Templates + Worksheets + Swipe Files + And More!
- 90 Day Promo Calendar Worksheet
- Appointment Refusal Emails
- Backup Schedule Planner
- Backup Schedule Worksheet
- Content Marketing Calendar Template
- Email Marketing Calendar Template
- Email Marketing Planner Worksheet
- FAQ Template
- New Appointment Application Template
- Project and Task Tracking Worksheet
- Social Media Automation Template
- Social Media Automation Tools Comparison
- Tools Comparison Worksheet
- Tools Wishlist Template
- UTM Codes Worksheet
Task Tracking Calendar (.doc format)
8 Checklists to Help You & Your Virtual Assistant Stay on Track (.doc format)
- Backup Schedule Checklist
- Clean up Tasks Checklist
- Google Analytics Setup Checklist
Monthly Results Report (.pdf format)
Step-by-Step Marketing Plan
You can hand this step-by-step plan to your virtual assistant and she can follow the steps to help you in your business. You can edit and tweak this document with additional information your team may need, or you can even remove anything that doesn’t apply to your business.
You can even record a training video covering each of the steps in this plan that walks your VA through exactly what you need her to do to help you with this project. Then just upload to dropbox and share it with her.
Monthly Results Report
Give this fill-in-the-blank report to your assistant at the completion of your project. It will give you a snapshot of your business after the new marketing plan has been implemented, what your assistant worked on, and what else she can do to help you clear your plate. She can share achieved results, any unexpected hurdles that came up and and how she handled them, as well as any feedback she has.
Task Tracking Calendar
This calendar is such a simple, but powerful tool with task reminders to help your assistant stay on schedule, and meet your deadlines. She can print off a copy to keep on her desk, or she can add the tasks to her calendar in Basecamp or whatever project management system you use.
90-Day Promo Calendar Worksheet Template
Use this template to brainstorm and plan your own 90-day promotion schedule.
New Appointment Application Template
Use this template to customize and brand to your business when clients are booking a new appointment.
Appointment Refusal Email Templates
Use this template to respond to an email inquiry for an appointment with a refusal.
Backup Schedule Planner
Use this template to schedule and plan your backup functions.
Backup Schedule Worksheet
Use this template to prepare for organizing your backup system.
Content Marketing Calendar Template
Use this worksheet for planning your monthly content marketing and make the most of every promotion opportunity.
Email Marketing Planner Worksheet
Use this worksheet to plan your email marketing by customizing this template or using it as a planning tool.
Email Marketing Calendar Template
Use this template to set up your email marketing calendar.
FAQ Templates
Use this template to select and add to FAQs for your website. Select commonly asked questions and customize your answers.
Project and Task Tracking Template
Use this template to assess what is involved in project management for your business.
Social Media Automation Templates
Use this template to brainstorm and plan your weekly/daily posting schedule—what to post and when to post it.
Social Media Automation Tools Comparison Chart
Use this chart to compare the different programs that can be used to automate your social media.
Tools Comparison Worksheet
Use this worksheet to quickly compare online and digital marketing tools.
Tools Wish List Template
Use this worksheet to narrow down tools you wish to use in the future.
Backup Planning Checklist
Use this checklist to make sure your backup system works in an emergency!
Clean-up Tasks Checklist
Use this checklist to tighten up your business processes.
Google Analytics Set-up Checklist
Use this checklist to make sure you do not miss any steps while setting up Google Analytics for your campaigns.
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