Course & guided setup for small businesses
One inbox for every client enquiry, with an owner and a deadline on each.
Learn to bring requests from your website, messengers and phone calls into one intake, keep a clear lead table, send notifications and keep a client base. Self-paced, or set up together with us.
- From €30
- One-off payment
- Prices in EUR, VAT included where applicable
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Step 1: Request
A request arrives from any channel
- Website form
- Messenger
- Phone call
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Step 2: Lead table
Example lead table Request Source Status Example A Form New Example B Messenger In progress Example C Call Done -
Step 3: Owner
Each request gets an owner and a deadline
Example: owner “person on duty”, follow-up “next working day”.
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Step 4: Notification
“New request from the website form, assigned to you.”
Then: a reminder when a follow-up is overdue, and a daily summary.
Compare the products
Two self-paced options and three guided packages. The guided Professional and Team packages are built around sessions with you and do not include the course; only Course + Guided Setup combines both.
| Self-paced | Guided | ||||
|---|---|---|---|---|---|
| Lead Automation Starter | Lead Automation Course | Course + Guided Setup | Professional Setup Package | Team Automation Package | |
| Price, one-off | €30 | €120 | €580 | €1,280 | €2,560 |
| Course content | Module 1 only | All 6 modules | All 6 modules | Not included | Not included |
| Materials | Lead-table template, one practical lesson | Templates, step-by-step guides | Everything in the Course, plus assignment review | Individual plan | Staff documentation |
| Course access | 7 days | 12 months | unlimited | Not applicable | Not applicable |
| One-to-one sessions | None | None | 2 video consultations | 4 consultations | 6 working sessions |
| Processes set up with you | None | None | 1 process | 3: leads, client base, notifications | Up to 5 |
| Support after setup | None | None | None | 30 days after the guided setup is completed | 60 days after the guided setup is completed |
| Who takes part | You | You | You | You | A team of up to 5 |
| Refund within 14 days | Full before the access link is opened; none after | Full before the access link is opened; none after | Course part (€120) as for the Course; unheld consultations pro rata | Unheld consultations pro rata | Unheld sessions pro rata |
| Actions | View Starter | View Course | View Course + Setup | View Professional | View Team Package |
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Self-paced
€30
Lead Automation Starter
- Course content
- Module 1 only
- Materials
- Lead-table template, one practical lesson
- Access
- 7 days
- Sessions
- None
- Refund, 14 days
- Full before the access link is opened; none after
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Self-paced
€120
Lead Automation Course
- Course content
- All 6 modules
- Materials
- Templates, step-by-step guides
- Access
- 12 months
- Sessions
- None
- Refund, 14 days
- Full before the access link is opened; none after
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Guided
€580
Course + Guided Setup
- Course content
- All 6 modules, access: unlimited
- Sessions
- 2 one-to-one video consultations, assignment review
- Setup
- 1 process, guided
- Refund, 14 days
- Course part (€120) as for the Course; unheld consultations pro rata
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Guided
€1,280
Professional Setup Package
- Course content
- Not included
- Sessions
- 4 consultations, individual plan
- Setup
- 3 processes: leads, client base, notifications
- Support
- 30 days after the guided setup is completed
- Refund, 14 days
- Unheld consultations pro rata
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Guided
€2,560
Team Automation Package
- Course content
- Not included
- Sessions
- 6 working sessions for a team of up to 5
- Setup
- Up to 5 processes, staff documentation
- Support
- 60 days after the guided setup is completed
- Refund, 14 days
- Unheld sessions pro rata
Prices in EUR. Prices include VAT where applicable. “Pro rata” means: sessions are priced equally, so the refund is the session price × sessions not yet held ÷ total sessions. Worked figures are on the Refund Policy page.
From payment to a working process
The same four steps for every product. Steps 2 and 3 differ between self-paced and guided.
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Choose and pay
Open the product page, tick the two consent boxes and pay by card on a secure Stripe payment page. Stripe emails your receipt.
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Get access by email
We send the course access link, or for guided packages the first scheduling email, within 24 hours.
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Learn or work with us
Self-paced: work through the lessons on our online learning platform. Guided: we agree session dates by email; sessions do not expire.
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Run your own workflow
Each new enquiry gets an owner and a deadline, and notifications cover the follow-ups. Questions to support are answered within 1 business day.
Six course modules
Included in full in the Lead Automation Course and in Course + Guided Setup. The Starter includes module 1. The Professional and Team packages do not include the course.
- M1
Map your client workflow
Where requests come from, what happens next, where they get lost.
In Starter - M2
Collect requests in one place
Website forms, messengers and calls into one intake.
- M3
Build the lead table
Columns, statuses, owners, deadlines; a ready-made template.
- M4
Set up notifications
New-lead alerts, overdue follow-ups, a daily summary.
- M5
Turn leads into a client base
Order history, repeat contacts, reminders.
- M6
Run it as a team
Roles, access rights, staff documentation, regular checks.
Who it is for, and who it is not for
A good fit if
- Client requests reach you through several channels and some get lost.
- You want one table where every request has a status, an owner and a deadline.
- You want to build it yourself with a course, or set it up together with us.
- You run a small team (up to 5 people) that needs shared rules and documentation.
Not a fit if
- You are looking for someone to bring you new clients or run advertising.
- You expect a guaranteed increase in sales or income. We make no such promise.
- You need custom software development.
- You want everything done without taking part yourself. Guided setup is done with you.
Before you order
What exactly do I receive after paying?
Self-paced products: an access link to the lessons and templates. Guided packages: an email to schedule your sessions, plus the course access link for Course + Guided Setup. Each product page lists exactly what is included and what is not.
How and when is it delivered?
Everything is delivered by email to the address you enter on the Stripe payment page, within 24 hours after payment. Sessions are scheduled by email and do not expire; extra sessions can be bought by email at a price we quote on request. See Delivery & Access.
Do the Professional and Team packages include the course?
No. The Professional Setup Package and the Team Automation Package are built around consultations and working sessions with you and do not include the course. If you also want the course, buy the Lead Automation Course separately. Course + Guided Setup is the only package that contains the full course.
What are the refund rules?
You can ask for a refund within 14 days of purchase.
- Starter and Course: full refund before you open the access link. After the content has been opened there is no refund, because before payment you agree to immediate delivery and acknowledge losing the right of withdrawal.
- Course + Guided Setup: the course part (€120) follows the rule above; consultations not yet held are refunded pro rata.
- Professional and Team: the share of the price for sessions not yet held is refunded. Sessions are priced equally: refund = price × unheld sessions ÷ total sessions.
Full breakdown per package: Refund Policy.
Do you sell leads, traffic or advertising?
No. We do not sell leads, traffic, contact lists or advertising. We teach and set up your own processes for the requests you already receive.
Is this a subscription?
No. Every product is a one-off card payment on a secure Stripe payment page. Nothing renews and nothing is charged later.
Are taxes included, and can I get an invoice?
Prices are in EUR. Prices include VAT where applicable. Stripe emails a receipt after payment. If you need an invoice with your company details, email info@yumi-digital.es after purchase.
What do I need to take part?
A browser and an email address. Lessons are hosted on our online learning platform. Consultations and working sessions take place by video call.
Do you promise results?
No. We teach methods and help you set up your processes; we make no promises about income or results. All figures and tables on this site are examples.
Can I buy more than one product?
Yes. Each product is paid separately on its own product page, and Stripe emails a receipt for each payment. The refund rules apply to each product separately.
Ask before you buy
We reply within 1 business day.
- info@yumi-digital.es
- Phone
- +34 662 576 780
- Support hours
- Mon–Fri, 9:00–18:00 Madrid time. Orders are accepted online 24/7.
- Company
- YUMI DIGITAL, S.L.
Full company details