Sales and Marketing Automation

Agency Blueprint Course

Learn how to scale your agency by driving leads, harvesting those leads and then converting them into happy paying clients – all done independently of the agency owner in an automated, systematized format with predictable results.




  • Ensure that all leads are harvested and nurtured
  • Provide precise agency performance indicators to keep track of your automated processes
  • Provide a proven sales pipeline management system
  • Increase lead-to-close percentages
  • Lower media buying budgets over time, and lower labor cost required in running and managing a sales department
  • Standardize a sales and marketing system for your agency
  • Increase brand penetration in your target audience, & imprint your brand into your prospects’ long term memory


  • Lifetime access to all videos, tools, and resources, including...
  • 8 (and counting!) different types of tools and resources
  • LEVEL 1 Lead Harvesting Mini Intro Campaign Mindmap,
  • LEVEL 2 Prospect Nurture Campaign Mindmap,
  • LEVEL 3 Holiday and Evergreen Long Term Nurture Campaign Mindmap,
  • LEVEL 4 New Client Onboarding and Nurture Campaign Mindmap,
  • LEVEL 5 Client Satisfaction, Reviews, and Referrals Campaign Mindmap
  • Object Oriented Planning System (OOPS) workbook,
  • 60+ Email Templates,
  • 70 Email Topic Ideas...
  • ...and more! 

Sales and Marketing Automation

As with all successful businesses, sales and marketing is the lifeblood and will determine the level of success, failure, and buyout evaluations. To scale your agency, it will require the ability to drive leads, harvest those leads and then convert them into happy paying clients. All of this has to be done independently of the agency owner and it has to be systematized with predictable results. Everything in this workbook is intended to outline a proven sales automation and management system that worked miracles for my first agency.

90% of all your interactions with prospects and clients, as it pertains specifically to sales and marketing, should be automated or in an automated platform. 

From the time a prospect raises his or her hand to the time you are asking for referrals, the entire process should be thought out, mapped out in detail, and closely tracked in a Customer Relationship Management application like Infusionsoft, HubSpot or any other advanced CRM platform. In this course, I am going to outline 6 systems that you need to get in place for your agency in order to make effectiveness and efficiency with automation a reality for your organization.

  • LEAD HARVESTING CAMPAIGNS
    You need at least 4–5 lead magnets that harvest leads from your website, social media, publications or live events. All of these magnets should have automated nurturing campaigns associated to them. In this course, we give a few of the more common lead magnets for you to get creative and customize to your specific niche and geographical area.

  • SALES PIPELINE AUTOMATION

    • Once they raise their hand and express an interest in hiring your agency, they become a hot prospect and need to be entered into your sales pipeline and prospect nurturing campaign. Agency owners make the mistake of not prioritizing interactions with lead magnets, but that is a HUGE mistake. Accountability, automated follow up, and the data it provides over time is priceless.

  • PROSPECT NURTURING
    This campaign educates prospects on who your agency is, presents them with social proof, social trust, community ties, and introduces them to the CEO. This campaign immediately follows the Lead Harvesting Campaign. On average, it lasts about 30–60 days depending on the average buy cycle for your agency.

  • NEW CLIENT NURTURING
    This campaign should outline all aspects of the project: an introduction, kickoff process, communication standards, escalation process, project management portal training, your change order process, and so on.

  • CLIENT SATISFACTION
    At the end of all projects, the project manager should kick off a campaign that engages the client in a positive manner asking them to complete a satisfaction survey. These surveys  should automatically bounce 3 star or below ratings to a page that informs the client that they will be contacted by leadership to right the wrong.

  • EVERGREEN & HOLIDAY
    Make sure you have at least 2 years of automated emails ready for all leads who are not ready to buy within the first 30-90 days of opting in. The evergreen/holiday campaign will also apply for all prospects who sign up to be a client, but it will begin after they have gone through the new client onboarding campaign.

Order Summary Price Quantity Total

Sales and Marketing Automation Course - Individual

 Update $127.00
Subtotal $127.00
Order Summary
Subtotal $127.00
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Chris is glad he made the decision, and you will be too!

"With Lee's guidance, we've made changes that increased sales, production, overall employee happiness AND simplified my own position!"

Chris Williams, CEO/Founder - WideNet Consulting

Just In Case You Still Have Questions....

  • HOW LONG UNTIL I SEE RESULTS?

    In most cases, if you dive into the course and follow our homework guide, you will see results immediately. That is also one of the amazing things about courses in the Agency Blueprint... They are intended to support you through all phases of building an agency, so it will be there to answer all of your questions as you grow and scale your agency, which is why we've given lifetime access.

  • WILL IT WORK FOR MY AGENCY’S BUSINESS MODEL? 

    YES, it has worked for different models all over the US and it will work for yours. It has worked for startups and medium-sized agencies. It works for all types of agencies as well: Creative, Advertising, Development, Social Media and Media Buying agencies. The principles behind courses in the Agency Blueprint are timeless not limited to a specific agency model.

  • HOW DO I “CONSUME” THE COURSE? 

    Everything is digital; you take it at your own pace, whenever and wherever you want. We designed courses within the Agency Blueprint to be viewed on all devices and in a "micro content" format, meaning it's broken up into small bite size modules that allow you to get specific answers to specific questions, and get those answers in 5 minutes or less in most cases.

  • HOW LONG DO I HAVE BEFORE MY COURSE ACCESS EXPIRES? 

    With your purchase, you have lifetime access. With lifetime access, you will get ALL future course and module updates for FREE. We update all content and put out new programs routinely. We Grow With You as You Grow. We mean it when we say we are in business to do one thing; and that is to serve you.

  • IS THIS JUST A BUNCH OF LOUSY LECTURE VIDEOS TELLING ME WHAT TO DO? 

    HELL NO, In addition to our lecture videos (which we think are awesome!), each lesson comes with a printable workbook that allows you and I to work side by side as we go through the videos. NOT ONLY did we create custom workbooks, we created real world tools that you get full access to immediately. These tools include things like customizable templates, lists of examples, and much more.

    Not only that... So often, we all read articles and case studies we learn a lot from, but we don’t know how to process it or apply it to our daily lives. Which is why we thought through homework and actionable steps to catalyst the process of getting started after almost every module in each program, so you can take what you’ve learned and make it mean something.

  • WHAT IS THE LEVEL OF RISK? DO YOU HAVE A MONEY BACK GUARANTEE? 

    There is NO level of risk. We are so confident in our program that we offer you a BETTER THAN DOUBLE money back guarantee. We know that you will more than double what you pay for this program in revenue easily, so we put our money where our mouth is. If you don’t get at least double what you spend on any course in our Agency Blueprint back within 90 days of your purchase, we will work with you one on one until you do! We are THAT serious about your success!

We have a double your money back guarantee, which makes  the decision easy to get the tools and education required to grow and scale your agency. 

If after the first 90 days of being in this Sales and Marketing Automation Course, you have not received AT LEAST TWICE  your investment price in either saved labor, revenue or knowledge we will work with you one on one until you do. 

If you happen to be the first person ever that has not gotten at least double their money back, we will NO QUESTIONS ASKED give you double your money back. 

We Put Our Money Where Our Mouth Is!!!!