Automation Session

Are you unsure on how to get the best out of your membership site and automation tools? In the Automation Session, we’ll jump on a Zoom call and we can dive your business and processes, the problems you are facing and identify the next steps to move you forward.

Here are some examples of the type of problems and topics we can cover:

  • Automating manual processes to save your team time
  • Ideas on improving the member experience
  • Converting more prospects into members
  • Measuring member engagement
  • Effective on-boarding of new members
  • Segmentation to improve how you engage with your audience members by giving them more of what they want and less of what they don’t want
  • Specific tools, such as Drupal, Wordpress, ActiveCampaign, ConvertKit, Pardot, Make, Zapier.

After the session is complete, we will send a summary and our recommendations for the next steps.


The Automation Session is £250 ($300) for a one-hour session, and £650 ($785) for a three-hour session.

Need something like this?

If you’d like a strategy and brainstorming session, just fill in this form with a few details. We’ll review your details and if we think we can help, we will send you the session booking link.

Enquire now