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In this masterclass, systems strategist Lisa Catto breaks down how to map, optimize, and automate the Ideal Customer Journey—from first touch to referral. You'll learn how to attract better leads, improve conversion rates, create smoother onboarding experiences, increase retention, and build systems that scale without sacrificing customer experience. If your CRM feels messy, your automations aren't producing results, or customers are slipping through the cracks, this session will show you where to look first and what to fix. ✅ What You'll Learn: - The 3 phases of the Ideal Customer Journey - Why most CRM and automation projects fail - How to attract and capture more qualified leads - Lead nurturing and segmentation strategies - Primary vs. transitional CTAs - Lead scoring and buyer intent tracking - Retargeting and objection-handling systems - Sales pipeline optimization - Reducing checkout and proposal friction - Better onboarding and fulfillment processes - Customer retention and renewal strategies - Referral systems that generate more business - How to identify the highest ROI improvements first 🎯 Perfect for: Whether you're a service business, agency owner, consultant, coach, or entrepreneur, this framework will help you create a customer journey that drives revenue, retention, and referrals. ⏱️ TIMESTAMPS: 00:03 – Why Most Systems Fail Before the Software 07:22 – The Three Phases of the Ideal Customer Journey 13:46 – Know Who You Are, Who They Are, and Where They Are 22:11 – Attraction, Lead Magnets, and Capturing Buying Signals 25:24 – Nurture, Segmentation, and CTA Strategy 31:40 – Lead Scoring, Retargeting, and Pre-Handling Objections 34:40 – Sales Process, Offers, and Checkout Friction 40:27 – Onboarding, Delivery, Renewals, and Retention 50:23 – Referrals, Feedback Loops, and Client Progress 54:01 – Where to Start and What to Fix First ------------------ GET ACCESS TO SELL MORE RESOURCES Get access to our full vault of masterclasses, implementation sessions, and a community of entrepreneurs building real businesses. 👉 https://sellmoreacademy.com/ Sell More Academy offerings, including class type and frequency, resources, and packages, may change from time to time without notice. Any offers mentioned in this video may be out of date by the time of publishing. Please see https://sellmoreacademy.com/ for our latest offers to help you Sell More. ------------------ CONNECT WITH US: Website: https://sellmoreacademy.com/ Facebook: https://www.facebook.com/the.sell.more.academy Instagram: https://www.instagram.com/sell_more_academy/ LinkedIn: https://www.linkedin.com/company/sell-more-academy/ Twitter”X”: https://x.com/sell_more_stuff TikTok: https://www.tiktok.com/@sellmoreacademy Pinterest: https://za.pinterest.com/sellmoreacademy/ ------------------ RELATED BLOGS YOU'LL LOVE: - Customer Journey: https://sellmoreacademy.com/post/How-to-sell-more-with-customer-journey-design - Sales Strategies That Convert: https://sellmoreacademy.com/post/How-to-sell-more-trust-kills-sales - AI for Business: https://sellmoreacademy.com/post/How-to-sell-more-with-a-hype-free-AI-strategy - Marketing Strategies: https://sellmoreacademy.com/post/How-to-sell-more-build-a-lead-machine-that-never-sleeps - Branding Fundamentals: https://sellmoreacademy.com/post/How-to-sell-more-turn-your-team-into-your-most-powerful-branding-asset ------------------ ABOUT SELL MORE ACADEMY: Sell More Academy is the Mastermind for More Sales focused on the 5 pillars of modern business success: AI, Branding, Marketing, Sales, and Systems. We feature strategic masterclasses with industry experts and hands-on tactical walkthroughs that provide entrepreneurs with the tools, strategies, and community support to grow sustainable businesses. Our mission: Help you sell more of what matters with goodwill, excellence, and impact. ------------------ #SellMoreAcademy #CustomerJourney #BusinessSystems #CRM #MarketingAutomation #SalesProcess #LeadGeneration #CustomerExperience #BusinessGrowth #MarketingStrategy ------------------ © 2026 Sell More Academy. All rights reserved.

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