Auto-record BDM calls and analyse for conversion insights
$32,386/yr
SaaS Toolkit
automate
< 1 week
Install Fathom AI on BDM devices. Every sales call automatically recorded, transcribed, and summarised. AI identifies winning phrases and patterns over time for coaching.
Auto-draft personalised post-call emails from transcript
$5,632/yr
SaaS Toolkit
automate
< 1 week
An AI skill that reads the Fathom transcript and auto-drafts a personalised follow-up email referencing specific discussion points. Auto-attaches the right resources based on the family's needs.
Automate HubSpot deal stages and follow-up task creation
$22,526/yr
SaaS Toolkit
automate
< 1 week
N8N automation workflows that move HubSpot deals automatically: call booked → 'Call Booked', call missed → 'No Answer/Call Chasing', call completed → 'Pitch Done', Day 10 no answer → 'Drop Sell Sent'. Auto-creates follow-up tasks at each stage.
Automate acquisition follow-up SMS and email sequences
$5,460/yr
SaaS Toolkit
automate
< 1 week
Automated SMS and email sequences via N8N + Twilio: missed booked call → auto text with booking link. No-answer next day → video recap + booking link. Day 3 → fallback text. Day 10 → Gracie Private drop sell.
Build long-term email nurture sequence for unconverted leads
$46,000/yr
SaaS Toolkit
automate
< 1 week
Automated email nurture sequences via Brevo: tips, testimonials, success stories, seasonal prompts, re-invitations to book. Track opens and clicks to surface warm leads for BDM follow-up.
Explore per-applicant pricing model as alternative offering
$22,500/yr
SaaS Toolkit
eliminate
< 1 week
Replace Gracie Private with a per-applicant pricing model — families pay per applicant sent rather than a flat joining fee. New Xero invoice template, pricing structure, and conversion tracking.
Launch affordable spin-off brand for budget segment
$3,000/yr
SaaS Toolkit
automate
1-2 weeks
Separate brand, pricing structure, and matching system for budget-conscious families. Lighter vetting, lower joining fee, potentially subscription-based. Runs on the same platform as Gracie with separate branding.
Connect WordPress forms directly to HubSpot pipeline
$2,757/yr
SaaS Toolkit
automate
< 1 week
N8N webhook connecting WordPress forms directly to HubSpot pipeline. Auto-creates deals on form submission with UTM parameters preserved for marketing attribution.
Deploy Claude MCP plugin for marketing analytics reporting
$6,000/yr
SaaS Toolkit
automate
< 1 week
Claude MCP plugin connecting to Meta Business API (read-only), Google Analytics API, and Instagram Graph API. Generates daily marketing performance summaries on demand.
Build centralised contact database replacing HubSpot and Monday.com
$9,191/yr
SaaS Toolkit
consolidate
1-2 weeks
Options: (a) Custom-built centralised database with WordPress lead ingestion and call tracking, or (b) HubSpot CRM Professional upgrade for native unification. Research needed to determine best path.