Yumi DigitalLead automation

Self-paced · Full course

Lead Automation Course

The complete course for building your own lead workflow at your own pace: one intake for every request, a lead table with statuses and owners, notifications and a client base.

€120 one-off payment

Go to payment: Course, €120

What is included

  • All 6 course modules (listed below)
  • Templates, including the lead-table template
  • Step-by-step guides for each module
  • Access for 12 months from the day the access link is sent

Course modules

  1. M1

    Map your client workflow

    Where requests come from, what happens next, where they get lost.

  2. M2

    Collect requests in one place

    Website forms, messengers and calls into one intake.

  3. M3

    Build the lead table

    Columns, statuses, owners, deadlines; a ready-made template.

  4. M4

    Set up notifications

    New-lead alerts, overdue follow-ups, a daily summary.

  5. M5

    Turn leads into a client base

    Order history, repeat contacts, reminders.

  6. M6

    Run it as a team

    Roles, access rights, staff documentation, regular checks.

Not included

Delivery and access

Delivery
Access link by email within 24 hours after payment
Where
Lessons hosted on our online learning platform
Access period
12 months
Support
Questions about access answered within 1 business day

Details: Delivery & Access.

Refund rule

You can ask for a refund within 14 days of purchase. Before you open the access link: full refund. After the content has been opened: no refund, because before payment you agree to immediate delivery of digital content and acknowledge that you lose the right of withdrawal.

Full rules: Refund Policy.