07766 952913
Cardiff, South Wales
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© 2019 LEFf Business. All Rights Reserved. 

Smart Client Management

Stop Wasting time, money and opportunities!

Build an effective and efficient business by automating key processes

This is the ideal package for small businesses providing a professional service to other businesses: accountants, solicitors, consultant, coach, therapists, educator.
Imagine being able to collect details from your website or social media, being able to follow up with a series of emails, set appointments, automatically follow a process for onboarding new clients, create a consistent workflow, send and track invoices, collect feedback, request referrals and much more.
What would the time saved be worth to your business?
What would the extra clients be worth?
What would the extra value from existing clients be worth?

  Businesses will have different needs and support requirements, which is why there are different packages available.  Each of the packages below provides you with the software and support to do this. You'll be guided through setting up the business systems and automation that will boost your success. 


  • Online business review and planning

  • Sprint start - get you going asap

  • Access to Automation Academy (worth £49 pm)

  • Safety Net support - don't stay stuck (worth £25 pm)

  • The Next Step Review - how do you do more?




£50 per month

6 Months Initial Contract

App Purchased Separately


  • 1/2 day business review and planning meeting

  • Implementation planSprint Start - get you going quickly.

  • Monthly Campaigns

  • Access to Automation Academy (worth £49 pm)

  • Safety Net Support

  • Regular online review meetings 


£150 per month

6 months initial contract

App Purchased Separately


  • 1/2 day business review and planning meeting

  • Regular Review meetings

  • Concierge set up

  • Bespoke Campaigns

  • Access to Automation Academy

  • Integrations with other Automation apps.

  • Unlimited phone and online support


£ 300 per month

6 months initial contract

App Purchased Separately

A Keap subscription is included in the package and as a Certified Partner we can make sure you get the most out of the platform
  • You'll save time by not having to complete those routine, repetitive but crucial tasks
  • Increase your income by converting more prospect into clients
  • Delight your clients with a professional and personalised service that keeps them and means they are happy to refer you.
  • Keep all your customer data in one place and easily accessible

After the initial meeting, we will have a good understanding of your business challenges and priorities then, having helped set up your account, you'll be supported in building bespoke automation.  These may include, but are not limited to;


  • Being able to collect contact details quickly and easily from your website, social media account or PPC marketing

  • Nurture sequence that converts prospects into clients and identifies the hot prospects form their responses

  • Collecting contact details and following up from live events, Expos and network meetings

  • Reactivation campaigns for former/lapsed customers

  • On-boarding sequences for new clients

  • Creating and sending invoices, tracking payments

  • Referral campaigns

  • Collecting customer feedback and testimonials