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LEARN HOW TO START, RUN, OR GROW YOUR CREDIT REPAIR BUSINESS

Scale Your Credit Repair Business FAST With Automations

By: Daniel Rosen November 24, 2020

Maybe you’re just starting your credit repair business, and like so many, you’re doing a ton of stuff that keeps you from scaling at the pace you’d like. 

That’s because you’re just one person and you can’t do it all!

I was the same way when I started. I had to do everything myself because I really didn’t have a team. And for a time, you have to do that because you can’t afford help, but it’s not sustainable long term. 

That’s why automations are so important for scaling your business. It gives you a team without having to pay a team!

What You Need to Use Automations in Your Credit Repair Business:

 


You may already know, credit repair itself is actually very simple. It really boils down to going through our proven dispute process and using our Letter Finder Feature inside Credit Repair Cloud to get great results for your clients.

All of the administrative work before, during, and after your clients get results is what eats up most of your time and what you need to free up. 

Let’s walk through the basics of automations so you can keep up with demand and scale fast. 

  1. Set Up an Online Calendar - Instead of manually messaging or talking with your clients to schedule consultations or follow up appointments, set up an online calendar system with Calendly. 

I recommend taking advantage of their free version. Combined with Zapier, it can automatically add consultation appointments as leads in your Credit Repair Cloud with all of their contact information. 

  1. Build an Automated Email Marketing Campaign - What happens when the leads that you had consultations with don’t end up turning into clients? You can set up an automation where, if someone becomes a lead in Credit Repair Cloud, they get added to an automated email marketing campaign. 

An email marketing software like Active Campaign allows you to keep nurturing those leads who weren’t ready to sign up with you on your consultation call. 

They can be reminded about your services and be provided with credit tips every week with simple automation. Your prospects continue to hear from you without you having to follow up manually, and they get valuable information. 

  1. Stay Connected With Your Clients With a Follow-Up Sequence - If you want to automatically onboard and keep in touch with clients after they have signed up as a paying customer, you could set up a Zap with Zapier. Here, your new clients in Credit Repair Cloud are added to a customer follow-up sequence in the same marketing automation software like ActiveCampaign. 

This process allows you to provide new customers with regular tips on getting the most out of your services and remind them of the value you provide, so they don’t cancel early. 

When you do this, your new clients feel supported with regular attention, without you spending extra one-on-one time with each of them. This means it doesn’t matter if you sign up one client today or 1000 - they’re all getting the same amount of time with you because you’ve automated a sequence ahead of time to ensure they have an amazing onboarding experience!

The Benefits of Automating Your Credit Repair Business

The above are just a few examples of the many ways you can automate your processes. As your business grows, the possibilities of how you can use automations are endless. It just takes your imagination and exploring what types of actions in Credit Repair Cloud, and your favorite apps can be automated with Zapier.

People like Seth Mitchell, the automation king, set up his credit repair business through clever systemization. Some of the benefits of automation are:

    • Efficient and smooth workflow
    • Optimized operations
    • Enhanced customer service
    • Clients feel supported
    • More time to spend with your family

Seth says: 

“Don’t think that just because today you’ve only got two or three clients you’re working with, that 30, 60, or 90 days from now, that won’t turn to 4-5 hundred - because it will.” 

So BE PREPARED! 

Automations are a big part of preparing your business to scale.

If you’re ready to master your craft and set your business up for success, I’d like to invite you to join the Credit Hero Challenge

It’s an amazing program that has helped hundreds of credit heroes get their first paying clients, become certified in disputing, and to gain confidence in knowing they are launching their credit repair business on a solid foundation that will allow them to grow and scale as fast as the market is demanding their services!

If you haven’t joined yet, there’s a new one starting soon, but you’ve got to get in quick before doors close - otherwise, you’ll have to wait for the next one. 

Head to creditherochallenge.com to sign up!

And remember, growing and scaling a credit repair business isn’t possible without support. 

If you’re a user of Credit Repair Cloud, be sure to join our Facebook group, where we just had a FREE live training going over automations AND will have more training to help you automate your business soon! 

Plus, when you’re in our community, you get to network with fellow credit heroes AND our 30+ credit repair Millionaires Club Members who have already mastered all these best practices.

 

Be sure to subscribe on your favorite platform below!

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Topics: Podcast

Transcript

0:00  

If you are looking to scale your credit repair business, automation is your friend. Because once it's set up, it's like having little automated robot employees working for you. Now, maybe you're just starting your credit repair business, and like so many people in that position, you're probably doing a whole lot of stuff that keeps you from scaling your business, because let's face it, you're just one person. And I was the same way when I started. Some days, I pretend to be Tammy on support, and Phil on sales, because I was trying to look a lot bigger than I actually was. But at the same time, I had to do everything myself, because I couldn't afford a team. And for a time, you got to kind of do that too, because you can't afford a team. But it's not sustainable. And it's not healthy to keep working that way. That's why automation is so important to scaling your business. Because it gives you a team without having to pay for a team. So if you want to know the framework of how the most successful credit repair businesses automate a ton of their daily time-consuming tasks, you better stick around!

 

So the big question is this, how can we take our passion for helping people with their credit, and turn it into a successful business without taking loans without spending a fortune by bootstrapping it from nothing, so we can help the most people and still become highly profitable? That is the question, and this podcast will give you the answer. My name is Daniel Rosen, and welcome to Credit Repair Business Secrets.

 

As you may already know, credit repair itself is actually really simple. It just boils down to going through our proven dispute process using our Letter Finder feature inside Credit Repair Cloud, and then you get great results for your clients. But it's all the administrative work that happens before, during and after those clients get their results, that is what you need to free up so that you can keep up with demand and scale your business fast. Now, I don't have time to show you everything that you can automate, but today, what I am going to do is I'm going to walk you through the basics so that you can get started easily. Okay, so here's what you need to know, to get started. All credit repair businesses, all of them follow a similar flow. So I'm going to give you a few examples. First off, instead of manually messaging or talking with your clients to schedule consultations or follow-up appointments, you can set up an online calendar system with Calendly. And the best part of Calendly is they have a free version and it works great. And when you combine Calendly with Zapier and Credit Repair Cloud, what this automation does, is it can automatically add consultation appointments, as leads inside your Credit Repair Cloud with all their contact details. And boom, that automatically saves you a ton of time in going back and forth, booking a time, and dealing with all that data entry. All that data entry gets done for you. Now, maybe some of those clients that you had consultations with didn't end up turning into customers yet, what you can do is you can set up an automation, where if someone becomes a lead in your Credit Repair Cloud, they automatically get added to an email marketing campaign is an email marketing software, like Active Campaign so that if that lead wasn't ready yet to sign up with you on your consultation, they could be reminded about your services and get constant credit tips every week by email using simple automation and show them you have just saved a ton of time because you've automated the task of warming and nurturing your leads without actually having to manually follow up with any of them. See, they're going to feel like they're hearing from you because well they are but it's really set up ahead of time so that you can save time and next If you want to automatically onboard, and keep in touch with clients after they've signed up as a paying customer, you can set up a zap with Zapier, where your new clients and Credit Repair Cloud get added to a customer follow-up sequence in that same marketing automation software like Active Campaign. And this can give your new clients regular tips on getting the most out of your services, and reminding them of the value that you provide so that they don't cancel early, and Kapow. Now your clients, they feel supported with regular attention, but without you spending extra one on one time with each of them. And this means it doesn't matter if you sign up for one client today, or 1000, because they are all getting the same amount of time with you, because you have automated a sequence ahead of time to ensure that they have an amazing onboarding experience. Now, these are just a few examples. As you can imagine, as your business grows, the possibilities of what you can automate are endless. It just takes your imagination and exploring what types of actions in Credit Repair Cloud and your favorite apps can be automated with Zapier. And if you're a user of Credit Repair Cloud, be sure to join our Facebook group where we just had a free live training, going over all kinds of automation like this, and we're gonna have a lot more training to help you to automate your business soon. Okay. Plus, when you are in our community, you get to network with fellow Credit Heroes, as well as our 30 plus credit repair millionaires club members who have already mastered all of this automation. I'm talking about people like Seth Mitchell, who is the automation King, through really clever systematization. Seth, he set up his credit repair business in a way that allows him to spend more time with his family. All of his processes are either automated or optimized for efficiency by using the many tools and online apps that are available on the market. To make sure things are running smoothly. Seth relied heavily on Zapier, just like we talked about earlier, by combining integrating various other software solutions, Seth gained huge efficiency with his customer service, which now allows his clients to be in the loop all the time and feeling fully supported. Now, Seth says, Don't think that just because today, you've only got two or three clients that you're working with that 30, 60, or 90 days from now, that's not going to turn into four or 500 because it will. So be prepared. And automation is a big part of being prepared. But you know what else is a big part of being able to scale your business fast? Mastering your craft, and setting up your business for success. That's why I want to invite you to join our Credit Hero Challenge. It's an amazing program that has helped hundreds of Credit Heroes to get their first paying clients, to get certified in disputing, and to gain confidence in knowing that they are launching their credit repair business on a solid foundation that allows them to grow and scale as fast as the market is demanding for their services. So if you haven't joined yet, we have a new one starting soon, but you got to get in quick before the doors close. Otherwise, you're gonna have to wait for the next challenge. So sign up for the next challenge right now at creditherochallenge.com. And if you're finding value in the things that I'm sharing on this podcast, click below to subscribe. I don't want you to miss any episodes. And if you're feeling kind, rate me and give me a review, because this is a new podcast. And I can use all the help I can get. And I will see you on the next episode. So until then, keep changing lives. 

 

Hey, everybody, it's Daniel again. And really quick, I'd like to invite you to join what I believe is the best thing we have ever created inside the Credit Repair Cloud Community. And it is a challenge that we call the Credit Hero Challenge. If you're just planning out your business or you're just getting started, and you dream of having a successful business your own, so you can quit your nine to five and fire your boss and have financial freedom, or so you can add another revenue stream to your existing business, if that's your dream, you need to get into this challenge. We created this challenge to help you to create and launch your very own credit repair business. To build a proper foundation for a really successful business. This challenge is going to help you to understand the strategy, the tactics, and all the things you need to be successful at credit repair. It really is the greatest thing we have ever built, and it will change your life. So I recommend you do it right now. Stop everything, pause this audio, go online, and go to creditherochallenge.com. That's creditherochallenge.com and join the next challenge. And there's a challenge that's starting in just a few days. So go get started right now at creditherochallenge.com.

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