A very useful guide if you're looking to integrate AI into your other business softwares. I highly recommend a read.https://www.linkedin.com/pulse/ultimate-guide-integrating-ai-your-business-software-zapier-michael-rxgze

Do you ever send a contact in your CRM a Stripe payment link, and then when they use a different email on the purchase page, it creates a brand new contact? So you have one contact with all the history and then a separate contact with the purchase. Here's a quick video on how to fix that.

Hahaja hello I’m Luca and I have a marketing and content agency I’m from Argentina living in Spain and I’m very glad to be part of the community and let’s fucking learnnnnnn

I responded to Maria's comment but thought others might find what I recommended to be of value. So here you go: Here's my recommendation (not just with automation, but with building your business in general). Don't move to the next step until you have the prior step dialed in: - lead generation: It doesn't matter how good a product or service if you don't consistently have people to talk to. So for you and your clients, something like an Advanced AI Assistant that could have very human-like conversation with anyone who messages in on FB, IG, etc. or who comments on a post (business page on FB) would probably be helpful. As well as a live chat widget on the website that is trained specifically on estate planning. Think about a website visitor being able to go to their site and it can answer any question on estate planning. And then throughout the conversation, it suggests scheduling a call to actually implement the plan it helped create. Your client could become THE go-to person. - lead conversion: once you're consistently generating leads, the next step is to turn them into appointments and clients. Things like an automated Infinite Follow-up Campaign could nurture leads until the buy, bye-bye or die (LOL, it is estate planning after all). The Live chat widget could also qualify and book appointments from website visitors. And what's even better, with an Advanced AI Call Confirmation Assistant, it can confirm appointments and reschedule if that time no longer works for the person. - onboarding/fulfillment: now that you have leads and appointments and sales, the next step is automating the onboarding and fulfillment. For estate attorneys, there's probably on onboarding form that the person needs to complete. What if instead of a boring form, they got a call from AI Amy and just had a conversation (with the AI capturing all the needed info)? - Client Success/Experience: are you regularly checking in with clients? Afterwards, are you asking how their experience was and how it can be improved? All of this is very easy to setup with AI and Automations.

Hi! 👋 Welcome to the Business Automation Academy - where you'll learn all about Systems, Automations and AI. This community is brought to you by Teched Out Pros, where we help coaches, consultants and service-based professionals (roofers, contractors, adjusters and appraisers) generate more revenue in less time working fewer hours. If you're interested in working with a growth partner who does all the marketing for you, then be sure to visit Teched Out Pros and schedule a call. READ THIS ENTIRE POST. Everything shared here is to show how to structure and largely automate your business in a way that doesn't require you to work more hours or hire more people. To build a sustainable business like this, you need 3 things: 👉 1. Optimized Systems: strong systems and processes in your business provide a strong foundation and allow you to streamline your marketing, sales and operations 👉 2. Active Automations: active automations can do the heavy lifting for you, especially for repetitive tasks to do the heavy lifting for you (it's like having a team of 10 people working 24/7 in the background... without the hassle of having to manage them 🤣) 👉 3. Advanced AI Assistants: Advanced AI Assistants combined with Active Automations is like have a team of 10 of your best employees working 24/7... all without needing breaks, getting sick, or you having to manage 🤣 Optimized Systems + Active Automations + Advanced AI Assistants = life and business of your dreams 😎 This is a safe space and you'll get out of it what you put into it. (If you abuse this group or spam people, you will receive a lifetime ban.) Discover how to unlock everything here. To kick things off, please comment below introducing yourself (✄ copy/paste template 👇). Let us know… #1 - Who are you, where are you from and who do you work with? #2 - What do you want to get out of being in this academy?