The Personal Brand Automation streamlines your booking, lead tracking, and follow-up processes, allowing you to focus on growing your brand while the system manages appointments, applications, and speaking requests.
Click Here To Set Up 👆
SOP
SOP
1. Navigate to "Automations".
2. Open "3 | Scaling Pack 🏛️ | Advanced".
3. Select "01 | Personal Brand 🧑🎨".
4. What This Automation Does
✅ Books calls & manages appointments
✅ Tracks applications & speaking requests
✅ Ensures timely follow-ups & confirmations
5. Review the Three Triggers
✔️ Personal Calendar Appointments → Auto-manages call confirmations & reminders
✔️ 1-on-1 Applications → Processes direct applications for coaching, consulting, or interviews
✔️ Speaking Requests → Tracks inquiries for speaking engagements & events
6. Lead Tracking & Scoring
✔️ Assign an engagement score to prioritize high-value leads.
✔️ Review the condition logic that branches contacts based on their trigger.
7. Smart Branching for Maximum Efficiency
✔️ Each contact follows a specific path based on their entry point.
8. Managing 1-on-1 Applications & Speaking Requests
✔️ Track, categorize & process applications
✔️ Assign tasks & confirm receipt of requests
9. First Step: Contact Management
✔️ Tag the contact for easy tracking
✔️ Update their pipeline stage for organized lead flow
✔️ Log a Facebook Conversion Event (if applicable)
✔️ Create a task for your team to review & take action
10. Confirmation & Internal Notifications
✔️ Send an instant confirmation message to the contact.
✔️ Notify your team of the new application or request.
11. Follow-Up Sequence Setup
✔️ Wait 1 day before adding the lead to your Auto-Follow Up Automation.
✔️ Want a longer nurture sequence? Extend the branch here!
12. Managing Personal Calendar Appointments
This branch ensures confirmed calls & high show-up rates.
13. First Step: Contact Management
✔️ Tag the contact
✔️ Update pipeline stage to reflect appointment status
✔️ Log a Facebook Conversion Event
✔️ Create a task for your team
14. Instant Confirmation & Team Notification
✔️ Send a confirmation message to the contact.
✔️ Notify your team to prepare for the call.
15. Automated Appointment Reminders
To boost show-up rates, the system sends reminders:
📅 1 day before
⏳ 1 hour before
⏰ 10 minutes before
16. You have Automated & Simplified Your Personal Brand Management
✔️ Keeping your calendar, applications & speaking requests organized and handled automatically.