Academy & blog
Guides to connect your strategy, your tools and your customers. From the first contact to the next big step.
All guides
12 guidesAnalytics: connect acquisition with commercial outcomes
Define indicators and data sources to follow the journey from a visit to an opportunity and a sale.
Calendars: prepare bookings that respect your team’s time
Adjust duration, availability, time zones and preparation time to make booking a meeting predictable.
CRM for agencies: design a pipeline with clear criteria
Organise contacts and opportunities around verifiable stages, essential information and a follow-up routine the team can maintain.
Courses: turn your marketing experience into a practical programme
Design a short course with deliverables, a clear offer and tests of the complete student journey.
Email marketing: create a welcome sequence you can measure
Plan three emails with a clear purpose, useful segmentation and a review of deliveries, replies and unsubscribes.
Funnels: turn a marketing diagnostic offer into a clear journey
Plan a landing page, form and confirmation that explain your service’s value and help reveal friction.
Conversational AI: design your agency’s first assistant
A method for deciding what your assistant should handle, when to hand over to a person, and how to check its quality before launch.
Payments: prepare service collection with links and invoices
Organise the product, amount, owner and confirmation so payment fits the delivery of your service.
Social media: build an editorial calendar you can sustain
Organise ideas, reviews and measurement to publish useful content through a process that does not depend on improvisation.
Reputation: organise review requests through a clear process
Define when to request a review, how to respond and what to measure so customer opinions become operational learning.
WhatsApp: design sales follow-up with context
Distinguish replies, templates and contact preferences to organise useful conversations in HighLevel.
Workflows: organise lead follow-up without duplicate messages
Design a welcome workflow with entry conditions, exit rules and tests that prevent repeated contacts or follow-up that ignores context.