Issue 02: Weekly Digest - Agentic Marketer

🎯 THIS WEEK’S AUTOMATION PLAYBOOK

How I Built a Smart Intake Form to Save a Coach 10+ Hours per Week

A few months ago, a coach I worked with was spending hours every week chasing leads who “weren’t ready yet.”

They downloaded freebies.
Booked discovery calls.

But when it came time to talk… they’d ghost. Or say “just exploring.” Or worse — ask for a discount.

The real issue was that her intake form wasn’t doing any heavy lifting.

It was collecting information. Not qualifying it.

Here’s how I fixed it — using a smart intake form powered by conditional logic:

Step 1: Ask “signal” questions, not just “info” questions

❌ What’s your name, email, and business type?
✅ What’s your biggest challenge right now?
✅ How soon do you want to solve this?

These questions tell us who’s urgent and solution-aware — two signals of a qualified lead.

Step 2: Add conditional logic

If someone says they want to solve the problem “in 6+ months,” don’t show your booking calendar.

Instead, offer a nurture resource — like a guide or case study.

This filters out time-wasters without you ever needing to say “no.”

Step 3: Use AI scoring behind the scenes

We plugged the form into an AI-powered workflow that scores each lead on:
→ Fit (based on industry, business size, etc.)
→ Intent (based on urgency and answers)
→ Behavior (like clicking certain options or requesting a call)

Only leads who meet the right threshold are auto-routed to the calendar.
The rest? Tagged for follow-up or nurture — completely hands-off.

This single tweak cut her unqualified calls by 70%.

More importantly, she’s now only spending time on leads who are serious and ready.

If you want to set up a custom intake form for your business, book a call with me here and let’s get it going.

⚡ QUICK AUTOMATION HACK

Build a “Dormant Lead” Re-activation System

The goal here is to wake up cold leads who never converted or ghosted after an initial inquiry—without spending a cent on ads.

Here’s a suggestion on how to set up the campaign

📨 Message Templates

✅ Day 1: “We Miss You” Email

Subject: Just checking in…
Body:
Hey [Name],
It’s been a while since we last connected, and I didn’t want you to miss out on the progress you were so close to making.
If [insert pain point or desire] is still on your radar, I’d love to help you pick things back up—on your terms.
No pressure. Just click below if you're open to a quick catch-up.
👉 [Book a quick call] or [Get back in touch]

Warm regards,
[Your Name]

✅ Day 3: Reminder Email + Offer

Subject: Still open to solving [insert problem]?
Body:
Hey [Name],
I didn’t hear back after my last message, so I wanted to circle back.
If [problem] is still holding you back, I’ve got something that might help:
✅ [Insert resource: mini-guide, template, free consult]
It’s a small step—but could make a big difference.
Let me know if you'd like it.

[Link to claim resource or schedule]

Best,
[Your Name]

✅ Day 5: “Last Chance” SMS/Text

Text Message:
Hey [Name], quick one — just wanted to say this is my last message unless you’d like to stay in the loop. Want me to keep you updated or share something that fits what we discussed? Just reply “Yes” and I’ll send details.

How to set it up

• Triggers:

  • No activity within 30/60/90 days

  • Didn’t book after initial form or call

  • Tagged as “Cold Lead” or “Inactive”

• Actions:

  • Set up the email flow as above.

Monitor the performance of your campaign

• Open Rates: Reactivation emails often see 12–18% open rates

• Reply Rates: Personal, benefit-focused follow-ups can generate 3–6% reply rates

• Cost: Zero in ad spend. Only CRM + SMS credits if used.

Suggestions for improving campaign performance

• Add a triggered video message (e.g., Loom or Bonjoro) on Day 3 for extra personalization.

• Use dynamic fields like {FirstName}, {LastContactDate}, or {LastInquiryTopic} for context.

• Offer a limited-time bonus: “Book by [X] and get a free [X]” to drive urgency.