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Writer's pictureJack Dicker

Stage 4: Marketing Strategy and Automation Support

Updated: Nov 20


stage four strategy & automation

Step 4: Marketing Strategy and Automation Support

Marketing strategy and automation support. By this stage, your brand is established, and your website is live. Now, it’s time to ensure that you are not only driving traffic to your site but also creating a smooth customer journey that nurtures leads and converts them into paying clients. In the health and wellness industry, you need a marketing strategy that balances automation with a personal touch, keeping your client relationships at the heart of your business while making it easier to scale.


Why a Marketing Strategy with Automation is Crucial

Your business has the potential to grow, but without a solid marketing strategy, you may miss out on valuable opportunities. Automating parts of your marketing—like emails, reminders, or booking systems—saves time, increases efficiency, and allows you to focus more on client care. However, in the health and wellness space, it’s critical to maintain the personal connection that clients expect. This stage is about finding that balance.


Who is it for?

Health and wellness professionals who are looking to grow their business without sacrificing the personal touch. If you want to spend less time on repetitive tasks and more time on what you do best, this stage is designed for you.


How I Help

Here’s what we’ll work on together:


  • Marketing strategy development: I’ll help you develop a marketing strategy that feels authentic to your brand. This might include social media campaigns, email newsletters, and blog content, all aligned with your core messaging from earlier stages. We’ll also identify your primary marketing channels—whether that’s Instagram, email, or community events—and create a plan that targets your ideal clients.


  • Implementing automation: We’ll look for ways to automate areas that don’t require hands-on management. This includes:

    • Email sequences: Setting up email campaigns that nurture leads from interest to booking.

    • Automated booking systems: Syncing your calendar with booking platforms, so clients can easily schedule appointments.

    • Social media scheduling: Using tools to automate your posts while keeping room for real-time interactions.


  • Maintaining personal touch: While automation is essential, you’ll never lose that personal connection. For example, we’ll design personalised email templates that make clients feel like they’re still receiving one-to-one communication, even in an automated sequence. It’s important that your personality and care come through, even in automated touch points.


Example in Practice

Noemie benefited from a full 12-month road map. Together, we mapped out a year’s worth of events, including seasonal wellness programs, workshops, and retreats. Automations were built to support each launch, from email sequences to social media campaigns, ensuring her clients received timely updates and reminders without her having to manually manage every step. This allowed Noemie to focus on scaling her services while maintaining that all-important personal connection with her audience.




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