How To Build Leads With Automation?

The goal for Internet entrepreneurs is to build leads with automation using a valuable lead-magnet (LM = checklist, guide or report), newsletter or course.

You’ll need at least a quality website, LM, email automation system, a landing page, a confirm page, a delivery email & nurturing emails.

After the LM delivery, a series of follow-up emails is deployed to nurture new leads, as people need consideration time before buying.

Learn more about website funnels, key stages (awareness, consideration & decision) & my High-Performance Marketing Websites system.

“Automated drip-emails are replacing cold calling & canvassing for leads.” Troy Miller

Bypass old sales methods with affordable marketing tech to attract leads & do the heavy lifting with open rates (35%) & conversions (2.5%).

With email automation, you leverage the power of technology to grow a business on autopilot.

This works by offering a valuable lead-magnet in exchange for the visitor’s email address.

To be an Internet entrepreneur, it helps to learn how to build leads with automation using professional web-marketing tech.

I found the perfect website system I called the “Fantastic Four” (WP, Bricks, ACSS & Frames), & joined it to a global marketing system called Mastermind Business System.

Learn more about Automated Website Marketing For Entrepreneurs.

Ten Steps To Building Leads With Automation

Below are ten steps for new entrepreneurs to navigate on their way to automated lead generation & business growth.

1. The Automation System Process

  • Awareness Stage: A person visits a website & notices the Lead-Magnet information;
  • A web button “Get Checklist/Guide” sends the visitor to a Landing Page (LP), built in a marketing system (MBS);
  • The LP has info on the problem & solution, with a sign-up form triggering instant access, confirmation & delivery email;
  • Consideration Stage: An email arrives with a download link or PDF providing access to the LM, showing how to solve the problem with a signature offer;
  • The Form triggers a Follow-up Series of emails to nurture the visitor into deeper consideration of the problem/solution;
  • Conversion Stage: Follow-up Series & sweetened offer with 7 emails over 7-days, or 8 emails over 14-30 days. Low-ticket items 7 days, High-ticket items 14-30 days.

Learn more in my High Performance Automation Checklist.

2. The Side Hustle Business

You might be working in corporate & feeling stuck in an uncivil workplace or sweating on a job site, but you’re not trapped forever, there is a way out.

Escape with a side hustle Internet business!

This will enable your move into entrepreneurship where you can build leads with automation.

If you’re motivate for self-improvement & have your own vision, then set a goal & start planning your Internet business today.

“It doesn’t matter where you come from. It only matters where you are & where you want to go.” Dean Graziosi

By productising your skills, hobbies, & interests into a side hustle—you’re planning the exit.

Imagine manager to coach/consultant, or tradesman to QA inspector.

It might take 6-12 months to build an Internet business & grow a digital footprint, but your freedom from a bad day-job is worth it.

And you’re not alone, it’s my mission to help future entrepreneurs leave their jobs for Internet businesses.

If this resonates with you & serving online is your future, I can save you a lot of time researching professional web-marketing systems.

You can leverage the same tech I use to build a website & leads with automation.

By starting with a High-Performance Website you can achieve entrepreneurship sooner.

Learn about The “Fantastic Four” Website System For Entrepreneurs.

3. New Entrepreneur’s Mindset

Deciding to become an entrepreneur is the first step towards doing what you love for a living.

Can you squeeze in 2 hours of self-work before boss-work each day?

“BECOMING THE PERSON who can accomplish the goal is the biggest challenge.” Tony Robbins

It starts with a vision that’s linked to things that interest you—working skills, hobbies & interests.

These areas merge into your new business vision, where you can build leads with automation.

To start a new business, create your personal brand first, then choose a business model (coaching, consulting, or inspecting).

Next build a High-Performance Website, then deploy an Email Automation system.

Each step will help lift your mindset to be positive & resourceful as you get closer to the goal.

You can manifest good things with a “can-do-anything” attitude, & providing genuine value.

Say Tony Robbins incantations everyday like he did in his early days & watch the manifestations appear.

“Now I am the voice. I will lead, not follow. I will believe, not doubt. I will create, not destroy. I am a force for good. I am a leader.”

Learn more in A Guide To Personal Branding For Entrepreneurs.

4. Choosing Discipline

All good things take time, planning, discipline, & blessings unless you’re super lucky falling into success, but how long can you ride luck?

“We must all suffer from one of two pains: the pain of discipline or the pain of regret.” Jim Rohn

If you were to sit down for a coffee meeting with your future self, ten-years from now, who is a successful entrepreneur—how would it go?

Would you be surprised at how well they’re doing, or thank them for the advice on your future success?

Or what if the meeting was with your future-self, ten-years from now, who is stuck in the same job or unemployed?

Would you be disappointed how they turned out & asking why they settled for a bad job, instead of escaping while still young?

Will you see the pain of regret in their eyes or will they be a role model of success?

Would you rather deal with the pain of discipline now, or the pain of regret in the future?

I chose discipline pain as it feels less for me.

5. My Automation Story

I was working in Franchise education, sending almost 1 million emails per year—while Sales Force & HubSpot were taking off.

“My interest in automation evolved as the mar-tech industry expanded, from building websites & manually sending emails, into automation.”

I wanted to build leads with automation using Dotmailer that could segment openers & clickers, but lacked workflow to trigger emails.

I noticed other systems could trigger & send email sequences over days or weeks, with personalised emails for people in different lifecycle stages.

Later working for a Medical Institute, I trained on HubSpot & started building automated email campaigns for pre-med students with a lead-magnet (free course) to warm leads.

Then I trained on Braze working in Lotteries, triggering workflows with cross-channel campaigns using email, SMS, IAMs, & push—for new supporters, VIPs & reactivations.

After experiencing the power of automation & results, it sparked a fire inside me. Now I want to help new entrepreneurs experience these results.

What’s your inspiration to learn more about automation?

Do you realise a business is a system to add value, & automation helps you do this?

6. Your Automation Story

A new global player entered the mar-tech sector in 2024 called Mastermind Business System, founded by Tony Robbins & Dean Graziosi.

This system makes it possible for entrepreneurs to use the power of automation to grow leads with lead-magnets & email sequences.

“Prior to MBS you needed AU $20K for a subscription to an automation platform like HubSpot or Braze, without a business system.”

Now you can start automated marketing for leads, with sales funnels, & build a membership or course for US $997/yr. for 16+ systems.

If you hate working for a boss, build a side hustle business using the “Fantastic Four” system (WP, Bricks, ACSS & Frames), & MBS to escape.

Yes it will take some effort to build a website & leads with automation, but then you can enjoy the benefits of being a business owner.

What business vision lights your fire (passions, skills, & experience), & what you can package up for your clients (audits, services, or systems)?

If you combine my Top-40 Automation Tips with the “Fantastic Four” web system, & MBS marketing system, you have a success roadmap.

And if you learn to think like a business owner, not an operator, who is going to sell the business one day, then you will be more successful.

Learn more in my High Performance Automation Checklist.

7. Your Path To Automation

Once you have an idea on your business vision, you can start creating your lead-magnet (LM), checklist, guide or report.

Need ideas? Learn more in Lead Magnets: The Ultimate Guide.

Some people even start with a newsletter or free course, it’s your choice.

“Ask what can I give to my ideal clients that’s valuable—to solve a problem & achieves results?”

I have launch kits & packages to help new entrepreneurs get started with websites, SEO, email marketing (LMs) & automation (emails).

Think about what work problems or lifestyle problems have you solved?

A LM is valuable information that helps people with similar problems to what you had a few years ago, before you found the solution.

Writing a LM can be as simple as 2-3 pages of content, e.g. actionable steps to get results, then designed using InDesign, Canva or a freelancer.

The key is to offer valuable information that solves a real problem & shows how to go faster.

When the LM is done, build your website & socials, create a landing page & form trigger.

Next write your emails to send from a marketing automation system.

MBS is an intuitive marketing system, designed to assist beginners with prompts.

Tip: Start designing with Canva Free, then upgrade to Canva Pro.

8. Your Next Steps

It starts with building your personal brand & business vision—that lights your fire!

The goal is to capture your passion, skills, & expertise in a way that inspires people.

“Start by writing down who you are, your story, your 5 whys, your services, & ideal clients.”

Be like the Phoenix that rises from the ashes, to find renewal & success in a new story.

MBS has an AI named GG who is programmed for knowledge industry content creation.

Your ideal clients will come from leads, who are attracted to your story on your website or socials, as you can solve their problem.

The Key: Attract people like you with your unique problem you have already solved.

Start building a digital footprint today, so people can find you from your articles or social posts.

“Business is a spiritual game, that is designed to make you grow,” Tony Robbins.

Try social media groups (FB & In) as I find they can be a good source of web traffic referrals.

The more people you get to visit your website, the more people will download your LM.

Learn more in my High-Performance Automation Checklist.

Tip: You’re not looking for random web traffic to become leads—find people like you!

9. Task Breakdown (MBS)

To build a sales funnel with automated leads using MBS, follow these steps:

  1. Create a lead-magnet (LM) with your signature offer. It can be a 2-3 page doc, e.g. a checklist on the best methods or systems, or a 30-day transformation, etc.
  2. Build a cover graphic using an MBS temp & InDesign or Canva to style your LM.
  3. Write a Landing page (LP) & Confirmation page (CP), that’s supporting the LM.
  4. Connect the LP & CP with a sign-up form.
  5. Connect the LM to the CP with a hyperlink for immediate access.
  6. Write the LM delivery email welcoming new visitors & highlighting the goal & offer.
  7. Upload the LM to MBS or G-Drive, & link it to your Confirmation page.
  8. Connect the LP to your website with a button-link from your Home page.
  9. Trigger email delivery with a web form-submission connected to an email workflow.
  10. Extend the email workflow messages to include follow-up messages.

There’s some configuring to do in MBS & adding your content, but most of it comes from existing workflows, LP/CP temps, pop-up forms, & email sequences you update.

SBMarketer is here to guide you, so you’re not moving thought the automation maze alone.

We have DFY email automation packages & coaching packages to help.

Ask about partnering with us to reach your automation goal faster.

Learn more about (MBS) Mastermind Business System.

10. Cross-channel Marketing

Systems to build leads with automation can be enhanced with cross-channel marketing, leveraging email, SMS & push notices (web/app).

People are overworked, busy & distracted.

If emails are not opened, tech can detect it to trigger an SMS that nudges people towards a hosted email, increasing visibility & engagement.

If a person visits a LP & clicks a CTA, or they add-to-cart & leave without completion, it can trigger messages to remind about task completion.

Add a cross-channel reminder for non-openers & you break through into mindful awareness.

I found cross-channel marketing very effective for Reactivate campaigns targeting supporters who were inactive for 1-2 years.

Email non-openers are often overwhelmed by inbox clutter & multiple email accountsthey’re still interested but swamped, so SMS them.

Ultimately cross-channel marketing ensures you’re not leaving money on the table.

Use SMS reminders to get noticed & assist people reconnect with their goals.


How Entrepreneurs Build Leads With Automation

Entrepreneurs get inspired to help others solve problems & turn their ideas into businesses.

Often starting offline & working in traditional fields, then moving online for growth.

Think about what productised services you can create that solve real problems?

Then plan how you can move from business operator to business owner with automation.

Ask what automation system to build leads do you prefer, a LM, newsletter or course?

The goal is to capture visitor email addresses, in exchange for your valuable information.

During the opt-in process you gain permission for future email marketing.

LMs are one of the best tactics to build leads with automation, & convert with signature offers.

Automated emails can follow-up & nurture leads over days, weeks or a month.

Free courses or low-ticket courses can also help to attract new leads.

Learn more in my High Performance Automation Checklist.

Let me know how you build leads with automation in the comments.

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Troy Miller

Troy is the founder of SBMarketer, a web-marketing coach & consultant helping managers, tradies & entrepreneurs launch Internet businesses. Learn about website marketing, get my High-Performance Website Checklist Quiz.