Скачать или смотреть Automations, CRMs & Lead Nurture for Solopreneurs

If you’ve ever said, “I hate tech, I just want this to work,” this episode is your blueprint. Kerri M. Roberts sits down with systems and automation expert Brenda Breland of Build Business Academy and BuildDesk, who helps small business owners automate leads, follow-up, and client journeys - without needing a full-time ops or marketing team. Learn how to plug the money leaks in your follow-up, use automation that feels human, and build simple systems that let you serve your clients with excellence.
Episode Summary
In this conversation, Kerri and Brenda dig into what it really looks like to steward both your business and your body with intention. Brenda shares how her journey began in the health and fitness space, helping women walk through postpartum depression, sustainable fat loss, and lab-driven wellness. Over time, she realized the same process she used to transform a body - identifying gaps, tailoring a plan, and tracking data - is exactly what entrepreneurs need in their businesses. That revelation birthed Build Business Academy and BuildDesk, her done-for-you system that helps owners stop leaking money in their follow-up and start building scalable, soul-aligned businesses.
They unpack the difference between AI that tries to replace you and automation that actually amplifies you, so your clients still feel seen, known, and cared for. Brenda explains her “sandwich method” for content that builds connection first and then moves people to take action, without feeling salesy or manipulative. She also speaks directly to solopreneurs and small teams who have scaled too fast, hired too quickly, or avoided their tech stack out of frustration. Together, Kerri and Brenda walk through why every business, even the tiniest shop, needs a CRM from day one, what smart follow-up really looks like, and how to think through whether you’re called to serve B2B, B2C, or both.
Underneath all of it is a simple, biblical principle: faithful stewardship. When you care for the systems behind your business and the body God has given you, you’re freed up to lead, love, and serve at a higher level. This episode will help you see where your systems may be working against you - and what to do about it before the year ends.
Key Takeaways
Most small businesses are leaking money in their follow-up.
It usually takes 5–7 touches for someone to convert, yet most owners have no automated nurture, no check-ins, and no clear path from inquiry to purchase.
Automation should amplify you, not replace you.
Brenda differentiates between AI that tries to sound like you and thoughtful automations that deliver your real voice, tone, and values faster and more consistently.
Every business needs a CRM from day one.
Whether it’s a simple system or an all-in-one like BuildDesk, you need a place to track leads, conversations, conversions, and revenue—otherwise you’re guessing, not leading.
Content that converts starts with connection.
Using her “sandwich method,” Brenda pairs highly relatable content with more direct, action-driving posts so her ideal clients feel seen and are gently invited to take the next step.
Follow-up is the one automation you can’t afford to ignore.
Whether it’s a lead magnet download or a booked call, there should always be a clear, automated follow-up that feels personal, curious, and supportive—not “just checking in.”
Resources
✨ HR in a Box – Your Fractional HR Partner for Small Business
If you’re growing a business and want to build people systems that honor your team and protect your company, HR in a Box gives you the tools, templates, and guidance you need—without the cost of a full-time HR department. From compliant hiring to performance conversations, it’s designed to help you lead with clarity, integrity, and confidence. www.saltandlightadvisors.com/hrinabox
🎁 Bonus Resource – Small Business Systems & People Checklist
Want a simple way to see where your chaos is coming from? Grab Kerri’s free Small Business Systems & People Checklist—a one-page guide to help you spot gaps in your HR, operations, and automations so you know exactly what to fix next. www.saltandlightadvisors.com/hraudit
Get 15% off any product from Rho Nutrition (the NAD+ is Kerri's favorite) by going to rhonutrition.com/kerriroberts

Connect with Brenda
Website (CRM & Automation Platform): BuildDesk – builddesk.ai
Instagram (Personal Brand & All Offers): @balancingbreland
Programs & Brands Mentioned:
Build Business Academy (BBA) – Group coaching for online and brick-and-mortar entrepreneurs
BuildDesk – All-in-one CRM, automations, and client journey platform
House of Scale – Community and retreats for high-level entrepreneurs
Lifestyle & Labs – Health and wellness support using labs, biofeedback, and (when appropriate) peptides and practitioner oversight

#SmallBusinessAutomation
#CRMForEntrepreneurs
#BusinessSystemsThatScale
#FaithAndEntrepreneurship
#ClientJourneyStrategy