Automating the Customer Journey

Thu May 14 2026 at 09:00 am to 12:00 pm UTC-05:00

7324 Southwest Fwy | Houston

Midasweb
Publisher/HostMidasweb
Automating the Customer Journey
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Stop relying on memory and manual effort. Start building a business that intentionally runs on autopilot at every stage.
About this Event

Most businesses have a customer journey. Very few have it automated.

Every business owner knows the feeling: a lead comes in, life gets busy, and three days later you realize you never followed up. Or a new client signs and falls into silence because your onboarding process lives in your head. Or you're manually sending the same email — again — because there's no system.

These aren't discipline problems. They're systems problems. And they're fixable.

Topics Covered:

Stage 1: Map Your Customer Journey

Before you can automate anything, you need to see it clearly. We'll walk through every stage of the customer journey — from prospect to loyal client — and help you identify the touchpoints, gaps, and handoffs that are costing you time and money.

Stage 2: Prompting as a Business Skill

AI is only as useful as the instructions you give it. You'll learn a simple, structured prompting framework that helps you get professional-quality output from AI tools — so you can use AI to help build, write, and refine your automation content.

Stage 3: Build It — Live

Using a real business automation platform, we'll walk through how to set up automations at each stage of the customer journey:

  • Stage 00 — Prospecting & Lead Gen: Getting found and capturing interest before contact info is exchanged
  • Stage 01 — Collecting Contact Info: Lead magnets, networking follow-up, and opt-in flows
  • Stage 02 — The Nurture: Automated sequences that warm leads and encourage the sale
  • Stage 03 — The Sales Process: Meet, sign, pay, fulfill — with automation handling the handoffs
  • Stage 04 — Customer Service: FAQs, support, and reputation management on autopilot

What You'll Walk Away With:

  • A completed customer journey map - built for your specific business
  • A practical prompting framework you can use with any AI tool
  • A clear build-out roadmap across all 5 automation stages
  • Hands-on experience inside a live automation platform
  • 30 days free platform access to keep building after the workshop (no obligation)
  • $30 in messaging credits
  • Access to weekly Automation Mastery Webinars for ongoing support

Are you ready for Automation?

Business owners, entrepreneurs, coaches, consultants, and service providers who want a system — not just software. If you've ever lost a lead because life got busy, or wished your follow-up happened automatically, this workshop is for you.

Bring your laptop. Come ready to build. Your business will thank you.

Space is limited.

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Event Venue & Nearby Stays

7324 Southwest Fwy, 7324 Southwest Freeway, Houston, United States

Tickets

USD 174.10

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