

Tech doesn't have to feel like a different language
Simple customer journey TECH checklist
Step 1:
Lead generation
Your online presence:
Facebook or LinkedIn page
☐ Branded banner
☐ Bio: how do you serve people
☐ Description of your skills and results for your clients
☐ A link to your group and/or landing page
☐ Template for posts

Step 2:
Lead nurture
Ready and set:
All needed for interaction
☐ Lead magnet(s)
☐ Book a call link
☐ Zoom (+ professional Zoom background)
☐ Presentation
☐ Payment link
Step 3:
Delivery
Get them results:
Choose for delivery
☐ Videos (audios)
☐ Workbooks
☐ Checklists
☐ Presentation
☐ Link for a group or 1:1 call


Step 4:
Manage & Scale
Make it grow:
Ideas
☐ CRM (Customer Relationship Management)
☐ Increase the catalog of your offers
☐ Expand each offer: VIP, membership, challenges
☐ Partnership with other businesses
Fine-tune and optimize your tech setup and usage for maximum efficiency:
book a complemenary strategy call
