Week 1: aUTOMATION AUDIT - your project roadmap

Your business isn't cookie-cutter, and neither are our solutions. In week one our coaching team will meticulously review your current business state, including your website, social media platforms, and current automation strategy. We'll meet to review our findings and together we'll create a customized Roadmap outlining our implementation strategy. 

1. Comprehensive Business Audit: a thorough evaluation of your current business state, including a review of your: Website, Social media platforms and automation strategy assessment.

2. Detailed Findings Report: A clear and concise summary of our findings, highlighting strengths and areas for improvement.

3. Customized Roadmap: A step-by-step guide tailored to your business, outlining opportunities for automation with a timeline on how we will implement your solutions.





Weeks 3-8: meet your new ai besties

Automation is a game-changer. Not only does it give you more time to focus on clients, but it also ensures a consistent experience for everyone who interacts with your business. In weeks three through eight we will work together to implement your tailored AI-powered automation solutions.

🤖 AI ChatBot Setup: Time to create your AI Bestie, an AI-powered chatbot who will engage with clients on your behalf through your Facebook Messenger account. Your AI Bestie answers prospect inquiries and common questions around the clock, freeing you up to focus on client sessions.

🤖 Speed-to-Lead Bot: Next, we'll implement the "Speed-to-Lead Bot" to engage with new leads immediately, increasing your chances of converting them into clients.

🤖 The Doc Manager: Are you swimming in paperwork? Streamline your onboarding and sales processes with "The Doc Manager," which collects signatures and documents with ease.

🤖 Customized Solutions: Have a special workflow? Our team is always on the hunt for new solutions and we'll research additional tech to help you automate the process! 

Here are just a few of the AI superpowers you'll unlock:
  • Automated Lead Generation: Attract qualified leads on autopilot with AI-powered chatbots and content marketing.
  • Personalized Customer Experiences: Create personalized customer experiences that build loyalty and drive sales with AI-powered CRM systems.
  • Streamlined Operations: Automate repetitive tasks like scheduling, invoicing, and customer support to free up your time and focus on what matters most.



Why Our Clients LOVE the Pivot2Freedom Program:
We’re in the business of getting our clients results. We simply leverage the power of AI to do that. Our mission is to pull in multiple $1000s in extra sales for our clients without asking them to do any extra work.
 More leads with the same Marketing Budget
No wasted time on manual follow-up or tech
Engage leads immediately with 24/7 responses
Enjoy the perks of a Sales team without the expense







Real Results

In 2025, it IS possible to turn the leads you’ve given up on, into cash in the bank...

WITHOUT...
Hiring extra sales people, paying appointment setting agencies or dialing the leads yourself.



300 LOST leads turned into $9,000 of Revenue



300 Old Leads fed to the Sleeping Beauty Bot
120 Conversations started from responses
75 Leads Booked an Appointment

Meet the Pivot2Boss Team

“No one can whistle a symphony. It takes a whole orchestra to play it.” - Halford E. 

Coach Kimmy

Using her experience as a classroom teacher and healthcare consultant, Kimmy loves helping women build their dream life and business while sharing how she pivoted her own career after corporate burnout. Most evenings you'll find her wandering in her garden or catching a sunset on the lake.



Coach Jenn

With a background fine arts, graphic design and 20+ years in live theatre, Jenn pivoted her career during the pandemic to become a life coach where she helps women embrace a holistic, natural lifestyle. Jenn is an avid gardener, loves cooking and enjoys camping with her family.



Francia, Project Manager

With her degree in Multimedia Arts, Francia brings a wealth of graphic design and social media strategy to the team. As the Project Manager for Pivot2Boss she transforms our client's creative visions into impactful, results-driven designs. 


TAKE THE NEXT STEP
REQUEST YOUR DEMO BELOW



Let us show you how it works!
If a picture is worth a thousand words, a DEMO is worth a thousand pictures. 
That’s why before you do anything, we want you to see our AI Solutions in action. This demo gives you a taste of how AI engages with customers in a natural way and handles repetitive tasks, so you and your team won't have to. With AI freeing up valuable resources and doing the work you “never get around to doing”, you can unlock new levels of ROI while focusing on the things you enjoy.
What to expect on our call:
1. Review of your business: a thorough evaluation of your current business state to see where our AI solutions will have the biggest impact.

2. AI Bot Demo: A simple walk-through of how our AI-Powered systems work and what you can expect.

3. Optional Fast-Start: If you decide to work together we can begin your client onboarding and reserve your spot in our Spring Cohort.


Take Action:
Complete the form below to schedule your demo call or skip directly to sign up HERE
Want a printable program overview? We got you covered!


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Intro Call with Kimmy

30 minutes
On Zoom
Business review and strategy session

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