How to Master Strategic Automation, with Clate Mask

Episode 132

In this episode of Sell with Authority, we tackle one of the biggest challenges agency owners face — the constant cycle of feast and famine in business development. If you’ve been in the game for a while, you know exactly what I mean.

One minute, you’ve landed several new clients, and everything’s humming along. The team is busy, cash flow looks great, and the office energy is high. But then — it hits. A client moves on, another cuts back on their budget, and suddenly, you’re scrambling to fill the gaps.

It’s a rollercoaster — and one too many agencies never escape because they don’t harness the power of automation to stabilize their biz dev efforts.

That’s exactly why I’m thrilled to welcome today’s guest expert, Clate Mask, Co-Founder of Keap. For those of you who might not know, Keap is an automation platform we’ve used here at Predictive for over a decade. So — when Clate reached out to explore a content partnership, it was a no-brainer. We’re already big believers in the platform because it helps solve this exact problem.

Clate shares insights on how to integrate automation into your biz dev strategy — so you can start pulling yourself out of that feast and famine cycle.

If you take and apply the golden nuggets Clate shares in this episode, you’ll find new ways to automate your agency’s biz dev process. Break free from the feast and famine cycle once and for all — because when you automate, you’ll consistently sell more of what you do.

A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 45 days. You can find Conduit and all their helpful insights and smarts here.

What you will learn in this episode:

• How personalized communication and automation can coexist to enhance right-fit client relationships
• The first step to starting automation for agencies
• Types of lead magnets that resonate with your target audience and drive lead-gen
• How lifecycle automation can prevent operational inefficiencies
• How to turn SOPs (standard operating procedures) into strategic automated processes that streamline business operations

Resources:

• Website: www.keap.com
• LinkedIn Personal: https://www.linkedin.com/in/clate-mask-b0b386128/
• LinkedIn Business: https://www.linkedin.com/company/keap-growing/
• Growth and Freedom Playbook