Katherine Ferris frames an automated lead capture and follow-up system not as a sophisticated strategy, but as the absolute minimum requirement for any business. This foundational element—from a compelling offer to a series of automated follow-ups—is presented as essential as having a website.
Instead of just managing clients on HighLevel, Marketex used its white-labeling feature to create 'Marketex Engine.' This pre-built version, loaded with their recommended templates and workflows, transforms their service from billable hours into a scalable, productized offering, enabling faster client onboarding and higher margins.
Creating an AI clone for video content removes a common psychological hurdle for female entrepreneurs: the need to be 'camera-ready.' By doing hair and makeup once for the avatar's creation, they can generate consistent, high-quality video content on demand without the daily prep time, eliminating a key reason for procrastination.
Katherine Ferris of Marketex explains that as technology made her agency more efficient, her team naturally scaled down from 10 to 5 people. This wasn't due to firing staff but a gradual evolution where departing roles didn't need replacing, reframing team reduction as a positive outcome of efficiency.
Marketing agency Marketex developed a digital product for a public speaker to reach audiences who couldn't attend live events. When COVID-19 canceled all in-person speaking, this pre-existing digital offering became an immediate, seamless pivot, demonstrating that expanding market reach can double as a powerful contingency plan.
Agency owner Katherine Ferris was initially skeptical of all-in-one platforms like HighLevel, viewing them as a 'jack of all trades, master of none.' However, after multiple long-term, tech-savvy clients insisted on using it, she was forced to learn the system. This client-driven adoption ultimately transformed her business model.