Build Your B2B Prospecting & Automation System in 2 Days

This is a 2-day practical workshop designed to help B2B founders build a fully automated lead generation and sales system—step by step. By the end of the workshop, you'll have a complete system that attracts, qualifies, follows up with leads, and books meetings in your calendar—without manual work.

Price: R500 per person

Duration: 2 days | 18:00 PM – 20:00 PM both Days

Format: In-person

Location: Workshop 17, Kloof Street

Who It’s For

• B2B founders and consultants
• Service-based business owners
• Agency or tech startup founders
• Anyone who wants to automate prospecting and outreach

What You’ll Walk Away With

• A working CRM tailored to your business
• A lead capture system synced to automated outreach
• Tracking pixels set up for future retargeting
• Email automation and follow-up workflows
• Booking system fully integrated into your sales funnel
• A repeatable outreach system for scaling

DAY 1: Prospecting & System Setup

1. Understanding Your Ideal Client

• Define your target audience clearly
• Identify key pain points and buying signals
• Create a basic qualifying framework to filter leads

2. Prospecting Strategy & Lead Generation

• Where to find quality B2B leads (LinkedIn, Apollo, Google Search, etc.)
• Manual vs automated prospecting: when and how to use each
• Tools for scrapers, forms, and prospecting sheets
• How to segment and organize leads

3. Lead Tracking & CRM Setup

• Choose the right tool (Google Sheets, Airtable, or CRM)
• Structure your lead pipeline: Statuses, sources, notes, tags
• Integrate your lead form into your CRM

4. Setting Up Tracking Pixels

• Why pixels matter in B2B
• How to install Facebook/LinkedIn/Google pixels on landing pages
• How to use pixel data for future retargeting and lookalike audiences

5. Automating First Contact

• Triggering an email when a lead is added
• Logging activity and creating tasks in your CRM
• Building the first automation: Lead form → CRM → email → task

By the end of Day 1, each attendee will have:

• A clear lead qualification process
• An active CRM with live lead input
• A working prospecting funnel
• Pixel tracking set up
• First automated follow-up system live

DAY 2: Nurture, Booking, and Scaling

1. Automated Follow-Up System

• Create a 3-touch follow-up email sequence
• Personalization tips that increase response rates
• When to use text, WhatsApp, or email based on intent

2. Booking System Integration

• Tools: Calendly, TidyCal, or Google Calendar integration
• Auto-reminders and pre-call workflows
• Booking → Notification → CRM update

3. Notifications and Deal Tracking

• How to trigger real-time alerts via email or WhatsApp
• Tagging hot leads vs cold leads
• Building a lead scoring system

4. Testing, Debugging, and Launch

• Run your full automation flow and identify weak points
• How to fix common issues (broken links, missed steps, no replies)
• How to update the system as your business grows

Included in Your Ticket

• Full access to both workshop days
• Custom templates for CRM, emails, and automations
• Swipe files for prospecting, outreach, and follow-up
• Pixel setup guide
• Access to private Telegram support group
• Recordings of the workshop (lifetime access)

Registration

Cost: R500 once-off (covers both days)

To book your seat: Click here

Limited seats available for a hands-on experience.