What if your automations could actually make your clients feel more seen, not less?

In this episode, we look at how Helen has turned automation into a powerful relationship-builder. From WhatsApp voice notes that land like a personal text to scorecard data that sorts leads like magic, Helen shares how her team creates tailored, high-touch experiences at scale.

We talk mindset blocks, the automations she’d happily bin, and why “unsubscribe” isn’t the drama some people think it is. This one’s for anyone who wants to grow their business without losing their human touch - or their mind in the process.

Here are the Highlights:

WhatsApp Automations and Client Engagement (5:20)

Score App and Strategic Decision Making (6:41)

Email Marketing and Team Efficiency (9:27)

Zaps and Automation Integration (12:38)

Risks and Rewards of Automation (34:36)

Planning and Implementing Automations (34:49)

Client-Centric Automations (35:04)

Scaling with Personality (35:19)

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