Systems & Automation at Scale

At 500+ FTDs/month, manual processes kill growth. Automate everything.

1. Lead Nurturing (Priority: Critical)

Auto-email sequence for new registrations

SMS follow-up for high-intent leads

Telegram auto-replies

Retargeting pixel fires

2. Reporting (Priority: High)

Daily FTD summary → Telegram/Slack

Weekly performance report → Auto-generated PDF

Monthly P&L → Team dashboard

Quarterly broker reconciliation

3. Content Distribution (Priority: Medium)

Blog → auto-post to social media

YouTube → auto-notify Telegram community

New broker promotion → auto-email to subscriber list

4. Client Support (Priority: High)

FAQ chatbot for common questions

Auto-route complex issues to your team

Satisfaction survey after issue resolution

Use BIAFC's built-in automations:

FTD Telegram alerts

Weekly PDF performance reports

Lead nurture email sequences

Social auto-posting

Payout reconciliation

Automate the 20% of tasks that consume 80% of time:

Reporting and data compilation

Social media posting

Email sequences

Lead routing

Invoice/payout tracking

Keep human:

Strategy decisions

Key client relationships

Content creation (core message)

Broker negotiations

Team management