PART 2: Automation

Let Technology Handle Your Leads, While You Focus on High-Value Work

Once you’ve built your Lead Magnet, your next challenge is making sure that every visitor is handled the right way — without requiring your time, every time.

That means setting up automation to sort, qualify, educate and convert your audience.

Most visitors won’t be ready to buy today — but the right system can prepare them for tomorrow.

Step 1: Sort Visitors Into the Right Paths

When people land on your website or funnel, your system should help them take the next best step — based on what they need.

In my setup, I created three automated paths:

Full Market Entry Support (Sweden)
Visitors answer a few qualifying questions and are directed to my booking calendar for a discovery call.

Sales Professionals Across the EU
Visitors who need help in other markets are sent to a matchmaking page where I recommend trusted experts in my network.

AI Jarl – Digital Business Guide to Sweden
Visitors who want to learn but aren’t ready to commit can access my AI-powered assistant and knowledge base.

Each person is tagged, segmented, and tracked inside my CRM — so I know where they are in the journey at all times.

Step 2: Nurture With Automated Email – Like a 10-Week Course

Most of my visitors belong to Group 3: curious, but not ready.

That’s why I created a 10-week email course to help them learn, build trust, and get closer to taking action.

Every person who downloads my Lead Magnet is automatically enrolled in this sequence.

Each week, they receive:

  • One actionable lesson

  • A short story from my journey

  • A prompt to reflect or take action

  • Links to relevant tools or templates

This nurturing flow turns browsers into buyers — and builds momentum even when I’m not online.

Step 3: Booking and Qualification – Fully Automated

For qualified leads, the system automatically shows my calendar and allows them to book a call directly.

They get:

  • A confirmation email

  • SMS and email reminders

  • Reschedule/cancellation options

No manual follow-up needed — just well-structured automation that saves time and improves professionalism.

The Importance of an Excellent CRM

At the core of this system is a powerful CRM that:

Tracks every lead, contact and customer

Shows where they are in your pipeline

Lets you add tags, notes, and tasks

Helps you see what’s working and what needs attention

Without a proper CRM, it’s nearly impossible to manage follow-ups, segment your audience, or measure your results.

It’s your central nervous system — not optional.

Tools I Used

All-in-one platform (Go High Level)

CRM with tagging, segmentation, and automation

Email and SMS builder

Calendar integration with reminder functions

Funnels and landing page builder

Membership portal for AI Jarl access

Reporting dashboard to measure pipeline health

Why This Automation Works

It filters out unqualified leads early

It educates the “not ready yet” audience until they are

It saves hours of manual work

It creates a consistent, professional experience for your visitors

It scales with your business, not your time

Key Takeaways from Part 2

Don’t rely on memory or a spreadsheet — use a proper CRM from day one

Automate follow-ups to build trust and educate

Create a long-term email course to stay top of mind

Use booking tools that sync with your schedule and send reminders

Focus your energy only on the most qualified and ready leads