Trying to keep track of chaos?

Let’s create an

ActiveCampaign Action Plan

Automate your sales and increase your engagement by having clear focus on where to spend your time in your business over the next 30, 60, and 90 days.

Are you struggling with...

  • Tracking leads?
  • Identifying customers?
  • Finding ROI?
  • Confidence in your system?

Get Your Processes Prioritized!

Tech can be fun; but not when it's full of chaos!

I get it. You don’t want to deal with the tech component of your business. You bought these systems to make your life easier, not more difficult. But now, you are more confused than ever and feel like the reigns are no longer in your control. In fact, these tools are now costing you money and affecting your ability to measure your ROI.

And it’s snowballing. You are stuck in a reactive state dealing with the chaos of managing your ActiveCampaign account.

You have a gut feeling that what is supposed to be happening, is not what is actually happening… and you don’t know how to even attempt to fix it.

You are potentially losing thousands of dollars in lost opportunities every single day.

And here’s how I know. 

For the last 2 decades, I have worked with business to create simple, scalable systems that work. 

Businesses frequently come to me overwhelmed with a list of what they know they should be doing… and a team that is trying their best. However they are lost, not making progress, and stuck in disarray.

It’s reactive… dealing with constant issues and troubleshooting rather than getting ahead and having automations that work.

That is why I’m so passionate about partnering with you to create a specific action plan that doesn’t include a band aid solution. You don’t need another tool… and you definitely don’t need to be stressed or unhappy with the systems in your business.

Your ActiveCampaign account can be simple, scalable AND drive more opportunity within your business that already exists!

Where do we start?

Together, over a series of meetings we will:


Deep dive into your customer journey roadmap so that we can understand where your leads enter, become customers and ascend into further offers.


Complete an ActiveCampaign account analysis so that we can obtain baseline data on your overall account health and performance.


Develop a 30/60/90 day plan with detailed strategy that includes a breakdown of tasks, workflows and behaviors so that you know exactly what needs to be executed.

Here’s what you can expect...

  • Customer journey summary with specific recommendations that align your marketing plan with your marketing automation tool.
  • Account dashboard that gives you instant insights to the key metrics that drive your email marketing initiatives.
  • Visual representation of your new workflow design that communicates how and when the automations are triggered.
  • A recommended list of contact behaviors to track so that you can identify and segment your contacts correctly.
  • A tracking system guide that enables you to see where contacts are at any given step of your customer journey.
  • Project execution plan prioritized into 30/60/90 day sprints that lead to quick results.

Still not sure?

Check out this example Action Plan!

  • You will reduce wasted time because you will have a prioritized step-by-step action developed by an ActiveCampaign account expert that can link your business strategy with the tool to execute it.
  • You will increase efficiency because your team will no longer be trying to figure out what to do next; you will have a project plan with actionable tasks to follow.
  • You save money because you will have a plan to setup your account the right way, the first time.

What’s preventing you from doing this?

What’s the cost of not doing this?

Who's this for?

  • Entrepreneurs running a lean 7-figure business.
  • Businesses trying to scale that feel lost and confused with what to do next.
  • Teams that have a defined marketing strategy but want to improve on the execution with marketing automation.

If your goal is to control the chaos and create more ease, efficiency and energy in your business, then this is the place to start.