Autom8 Done for You Program
Unlock the Full Potential of Autom8 Without Lifting a Finger
Running a financial advisory business takes time and energy—but your marketing shouldn’t. That’s why we created the Autom8 Done for You Program. Our expert team will handle your marketing and automation setup so you can focus on what truly matters: serving your clients and growing your business.
With our Done for You Program, you’ll have everything you need to attract, engage, and convert prospects while staying top-of-mind with your clients—all delivered to you monthly.
What’s Included in the Done for You Program?
Every month, we’ll create and deliver:
Automations & Email Campaigns
• Full Access to All Automations: Get instant access to pre-built workflows designed to save you time.
• Custom Automation Creation: Have our team build tailored automations to suit your business needs.
• Email Drip Automation: Nurture leads effortlessly with automated email sequences.
• 4 Monthly Email Newsletters: Keep your clients engaged with expertly crafted newsletters.
• 2 Email Invites per Month: Drive attendance to your events or webinars with targeted email invites.
Large Call to Action Headline
• Full Access to All Automations: Get instant access to pre-built workflows designed to save you time.
• Custom Automation Creation: Have our team build tailored automations to suit your business needs.
• Email Drip Automation: Nurture leads effortlessly with automated email sequences.
• 4 Monthly Email Newsletters: Keep your clients engaged with expertly crafted newsletters.
• 2 Email Invites per Month: Drive attendance to your events or webinars with targeted email invites.
Social Media & Landing Pages
• 12 Monthly Social Media Posts: Stay active on social platforms with professionally written posts.
• 1 Custom Landing Page Per Month: Capture more leads with high-performing landing pages tailored to your business.
Events & Webinars
• 1 Event Automation Per Month: Simplify event planning with automated workflows for invitations, reminders, and follow-ups.
• 3 Webinar Presentations Per Year: Position yourself as a thought leader with professionally designed webinar presentations.
Events & Webinars
• 1 Event Automation Per Month: Simplify event planning with automated workflows for invitations, reminders, and follow-ups.
• 3 Webinar Presentations Per Year: Position yourself as a thought leader with professionally designed webinar presentations.
Coaching & Community Support
• Access to Our Private Group: Join a network of like-minded advisors for exclusive tips and resources.
• 1 Monthly Group Coaching Call: Gain insights from our experts to optimize your strategy.
• 1 Monthly 30-Minute Personal Coaching Call: Get personalized advice tailored to your goals.
Why Choose
Done for You?
With Autom8’s Done for You Program, you’re not just getting marketing services—you’re getting peace of mind. We take care of the heavy lifting so you can:
Save time and focus on your clients.
Ensure your marketing is consistent and professional.
Get the most out of the Autom8 platform without the hassle.
Join the Movement!
You Don’t Have to Do It Alone
Running a financial business is hard, but marketing doesn’t have to be. Autom8 offers a Done-For-You program where we take care of your marketing strategy, campaigns, and execution. You focus on building relationships—we’ll handle the rest.
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