This is a strategy planner from Automation Gurus for identifying the opportunities in your business to apply sales & marketing automation.

1. Lifecycle
Marketing
Planner
Automation Gurus
Super powers for small businesses

3. to
belongs
planner
This
Name
Phone Number

4. Welcome
Hello fellow business owner. They say the first step is admitting you have a problem. Congrats
on taking definitive steps to put the chaos, waste and complexity of your business in check via
process automation. Having built four separate companies I’ve grappled with these challenges
first-hand and I know maddening they can be. I want to reaffirm that you’re on a wise path to
resolving these challenges and achieving an unthinkable level of freedom, control and
profitability in your business.
You’re embarking on the journey of process automation (which is no trivial undertaking). It will
take a concerted effort from you, extra hours when you could be doing other more enjoyable
things and real while we hash through this stuff. But I promise you if you put the effort in, you
will come out on the other side in an insanely powerful and defensible position in your business
with peace of mind knowing you have fountains of recurring traffic, leads and passive income
with the ability to level up above your competition to go places they simply cannot.
We’re honored to have the opportunity to be your guru in this undertaking. Our commitment is
to help you through the muck, to dramatically shorten your learning curve and (with your
permission) to help you implement a powerful automation framework that will take you and
your business to the next level of profitability and freedom.
I’m excited for you in the same way you probably at one point have been excited having seen an
incredible movie your friend hasn’t. I won’t spoil the plot but your mind is about to be blown ;-)
I encourage you to commit now as if this were a 30-day diet program that you have told all your
friends that you are undertaking. Firmly embed the resolve now that you are 100% committed to
automating the pillars of your business. As Chappy said in one of my favorite movies growing
up, “you’ve got to convince yourself that you’re an Iron Eagle.” When you’re at last sleeping
soundly in your “automation fortress” that you’ve constructed you will thank me.
So with all that said…
Let’s freakin’ do this!
We
SMALL
businesses

5. Contents
Lifecycle Marketing
4
8
10
12
14
16
18
1
2
3
4
5
6
Attract Interest
Capture Leads
Nurture Prospects
Convert Sales
Deliver & Satisfy
Upsell Customers
7
Get Referrals
20
OpportunityAnalyzer
Key Actions
MapYour Lifecycle
Notes
22
23
24
26

6. Lifecycle Marketing
How are you doing in each of the seven phases of the customer lifecycle?
4 Lifecycle Marketing Planner
IMPORTANTMETRICSTOWATCH

7. 5
Automation Gurus
Super powers for small businesses

8. Target Customer Definition
Describe your target customer characteristics.
What are the pains, problems and challenges you help them overcome?
What are the key benefits they seek?
Why should they buy from you (and not your competitor)?
6 Lifecycle Marketing Planner

9. What are their most common objections to doing business with you?
Who is not your target customer?
7
Automation Gurus
Super powers for small businesses

10. Attract Interest
Attract interest in yourbusiness with powerful lead generation magnets.
What magnets are you using to attract traffic now?
Key actions in the next 30 days:
Which magnets are working?
8 Lifecycle Marketing Planner

11. The Topic Brainstormer
What are some common mistakes that you help
people avoid?
· 3 Mistakes Most People Make When [Buying Their First
Home, Cleaning Their Pool]
· Do You Make These 3 Mistakes In [Raising Your Children]?
· 3 Common [Investing] Mistakes You Don’t Know You’re
Making
What are the underlying goals your customers have?
· 3 Tips for Successfully [Publishing] Your [First Book]
· 3 Things You Absolutely Need to Know About
[Lawn Care]
· 3 Proven Techniques To [Increase Your Energy]
· 3 New Tricks To [Get On The First Page of Google]
· 3 Keys To Fixing Your [Scorpion] Problem
What are the frustrations people have when they
buy from your competitors?
· 3 Questions To Ask Your [Pool Repair Guy] Before You
Hire Him
· 3 Mistakes That Rookie [Lawyers] Make When
[Writing Wills]
· 3 Things To Consider When [Choosing Your Pest
Control Company]
· The 3 Biggest Problems With [Public Schools]
What are your customers curious about or trying
to learn?
· 3 Questions I Always Get Asked About [Investing]
· 3 Things They Should Have Taught In [College] about
[Investing]
· 3 Tips for Dealing With [Bratty Kids, Nosy Neighbors]
New magnet ideas (product)
New magnet ideas (educational)
OpportunityAnalyzer
How many more visitors could you attract with the
right magnets?
Value of these lost leads:
$
9
Automation Gurus
Super powers for small businesses

12. CaptureLeads
Capturethe names and contact information of yourvisitors so you can follow up and nurturethem.
How many visitors are you attracting each month?
Website: Key actions in the next 30 days:
Walk-ins:
Telephone:
Networking:
Tradeshow:
Other:
Where are your lead capture gaps?
10 Lifecycle Marketing Planner

13. How can you capture information from prospects who aren’t ready to buy today?
Notes
OpportunityAnalyzer
Number of visitors we should be capturing each
month but aren’t.
Value of these lost leads:
$
11
Automation Gurus
Super powers for small businesses

14. NurtureProspects
Create a consistent, valuable nurturecampaign with automated, personalized follow-up messages.
How do you follow up with prospects?
• Number of touches Key actions in the next 30 days:
• Method(s)
• Length of time
What is your follow-up goal?
How do you identify hot leads?
What happens to everyone else?
12 Lifecycle Marketing Planner

15. Notes
OpportunityAnalyzer
Number of prospects we “drop” each month because
they aren’t ready to buy “today”.
Value of lost prospects:
$
13
Automation Gurus
Super powers for small businesses

16. ConvertSales
Turn prospects into customers by following up with strong offers and overcoming objections.
How do you know when a prospect is “hot”?
Key actions in the next 30 days:
How many times do you follow up with interested
prospects?
What are the key objections you need to overcome?
What offers work to convert sales?
14 Lifecycle Marketing Planner

17. Notes
OpportunityAnalyzer
How many more prospects might have bought with the
right follow-up and offer?
Value of lost sales:
$
15
Automation Gurus
Super powers for small businesses

18. Deliver & Satisfy
Deliver on what was promised. Then go above and beyond to really WOW yourcustomers.
What do you do to WOW your new customers?
Key actions in the next 30 days:
What do new customers need?
What issues create unhappy customers?
How do you respond?
16 Lifecycle Marketing Planner

19. Exercise: Brainstorm creative things you could do for $5 or less to WOW new customers:
Notes
OpportunityAnalyzer
How many customers decide to stop doing business
with you each month because you failed to WOW
them?
Value of lost customers:
$
17
Automation Gurus
Super powers for small businesses

20. Upsell Customers
Develop a long-term upsell strategy to help grow the value of each customer over time.
What percentage of your customers buy more than once?
Key actions in the next 30 days:
How much does an average customer spend?
What do you do to encourage existing customers
to buy more from you?
18 Lifecycle Marketing Planner

21. Notes
OpportunityAnalyzer
Number of past customers who should be buying
again this month, but who are not because of poor
follow-up.
Value of lost repeat customers:
$
19
Automation Gurus
Super powers for small businesses

22. Get Referrals
Encourage referrals with a great customer and partner referral program.
What percentage of your business comes from referrals?
Key actions in the next 30 days:
What do you do to systematically ask for referrals?
Why do they send you referrals?
How do you reward customers who refer?
20 Lifecycle Marketing Planner

23. Notes
OpportunityAnalyzer
Number of lost referrals each month. Value of lost referrals:
$
21
Automation Gurus
Super powers for small businesses

24. OpportunityAnalyzer
Write the total value that exists in each phase of yourlifecycle:
Monthly Value Annual Value (x12)
Capture Leads $ $
Convert Sales $ $
Upsell Customers $ $
Total: $ $
22 Lifecycle Marketing Planner
Get Referrals $ $
Deliver & Satisfy $ $
Nurture Prospects $ $
Attract Interest $ $

25. Key Actions
Key actions in the next 7 days:
Key actions in the next 30 days:
Key actions in the next 60 days:
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Automation Gurus
Super powers for small businesses

26. Map
Your
Lifecycle
24 Lifecycle Marketing Planner

27. 25
Automation Gurus
Super powers for small businesses

28. Notes
26 Lifecycle Marketing Planner

29. 27
Automation Gurus
Super powers for small businesses

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31. 29
Automation Gurus
Super powers for small businesses

32. 30 Lifecycle Marketing Planner

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Automation Gurus
Super powers for small businesses

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36. Have you attended the companion
webinar yet?
This strategy planner is infinitely more valuable once you’ve been through
the accompanying free training webinar on automationgurus.com.
1.480.221.5500 | sales@automationgurus.com
Automation Gurus
Super powers for small businesses