Your Business. Your Tech. Fully Integrated.
Tired of Getting Stuck in Tech?
Automate Your Entire Customer Journey in Just 4 Months—Scale Your Coaching Business Without the Overwhelm!
Save Time, Boost Revenue, and Focus on What You Do Best—
While We Handle the Tech and Systems for You
You’re a driven business owner. You know that scaling your business means setting up systems, automating processes, and getting everything running smoothly. But here's the thing...
The tech side of things? It’s a whole different beast. You know it’s important, but it feels like you're constantly stuck in the weeds. Funnels. Automations. Integrations. Learning new platforms. You spend hours on the back end, but it's keeping you from doing what you’re truly passionate about—growing your business and serving your clients.
What if we told you that you could automate your entire customer journey in just 4 months—and never have to spend another day feeling buried in tech?
Imagine having a fully automated system that handles your lead generation, sales, onboarding, and client retention, all while you focus on what you do best. It’s not a dream. It’s exactly what we do for you.
The Solution – Nerdly's Concierge Service
Introducing our 4-Month Concierge Service designed specifically for coaches, creatives, and entrepreneurs who want to scale their business without getting lost in the tech.
We’ll automate your customer journey, optimize your systems, and set you up for long-term success. Here’s how we do it:
Month 1: Foundations & Clarity
Personalized onboarding with clear time-blocking routines, task management, and resource organization.
Full setup of your CRM, email marketing, lead generation, and foundational automations.
Express Setup of your Nerdly account and integrations with Google Workspace, GroupTrack, and Slack.
Set up of email warm-up, compliance checks, and reputation management to ensure your system is ready to go.
By the end of Month 1, your tech systems will be fully aligned and ready to scale, so you can stop worrying about the back-end and focus on client growth.
Month 2: Sell on Social w/ Automations & AI
Optimized social media profiles for lead gen and brand awareness.
Set up of automated lead magnets, hand-raiser posts, and follow-up email sequences to nurture leads effortlessly.
AI-powered emails that feel personal but are fully automated—so you can stay engaged without lifting a finger.
Training on social automation best practices and how to schedule content for consistent outreach.
By the end of Month 2, you’ll have a hands-off lead generation system that works around the clock, helping you sell without being glued to your computer.
Month 3: Optimize & Gamify
Optimized client onboarding, progress tracking, and automated touchpoints to keep clients engaged.
Gamification strategies to enhance course engagement and ensure your clients are motivated to complete programs.
Automate client access to courses, communities, and resources based on progress.
Retention systems that keep clients coming back and provide value throughout their journey.
By the end of Month 3, you’ll have optimized client experiences with automated retention systems that turn clients into long-term supporters.
Month 4: Nurture Your Superfans
Build out your community hub on platforms like Slack or a dedicated space where your clients can engage, learn, and connect.
Set up your affiliate program, allowing your clients to sell your programs for you.
Develop referral and partner models to create additional revenue streams.
Automate social media expansion by turning live sessions into podcasts, blogs, and short-form content.
By the end of Month 4, your community will be thriving, and your superfans will be actively helping you expand your brand and revenue.
Why This Is a Game-Changer for You
Let’s face it: tech is exhausting. But it doesn’t have to be. This program is designed to give you the freedom you crave—without sacrificing growth.
Here’s what you’ll be able to do:
Build out your community hub on platforms like Slack or a dedicated space where your clients can engage, learn, and connect.
Set up your affiliate program, allowing your clients to sell your programs for you.
Develop referral and partner models to create additional revenue streams.
Automate social media expansion by turning live sessions into podcasts, blogs, and short-form content.
Why Choose Nerdly Consulting?
Expertise You Can Count On: With years of experience in tech automation, agency operations, and client journey optimization, our team brings insights that save you time and maximize results.
Solutions Built for You: Whether you're fine-tuning your workflows, navigating SaaS platforms, or building out client systems, our tailored approach ensures we’re addressing your unique needs.
True Partnership: We’re not just here to advise; we’re here to partner with your agency, ensuring you have the guidance, tools, and support to succeed.
Whether you're new to Nerdly or upgrading, we've got you covered!
Choose Your VIP SETUP
At Nerdly, we make tech simple for your business, whether you're just starting out or enhancing your current setup. From streamlined workflows and automated systems to seamless integrations and personalized support, our VIP package ensures you have everything you need to succeed.
Let us handle the tech so you can focus on growing your business with ease and confidence.
New to Nerdly? Here’s What You’ll Get!
Get Started with Nerdly and Enjoy a Fully-Equipped, Streamlined Setup
Offer 1
Offer 2
Already a Nerdly User? Here’s What You’ll Get!
Enhance Your Existing Setup with Our Advanced Tools and Features
Offer 1
Offer 2
THE SHOW RUNNERS
our head nerds
Our Nerdly team is a powerhouse of talent, bringing a wealth of experience and innovation to every project. Meet the passionate individuals who make our agency thrive.
Colleen McCartney
Kate McCartney
our nerdherd
Bridget
Horton
Elizabeth
Williams
Cassandra Comeau
