Marketing Automation

You are a small business owner who has to wear an incredible amount of hats. You are also serious about growing your business in a way that doesn’t drive your blood pressure through the roof. This is where marketing automation shines.

At its most basic, marketing automation is a stack of digital tools that are designed to streamline the time-consuming and complex responsibilities of marketing and sales for your small business.

Essentially, it allows you to do more with less, and for any small business owner that is a big deal!

What it Can Do:

Streamline your Workflow

Be Timely and Personal

Streamlines your workflow

I’m sure you’ve heard the phrase “Time is money,” but those who truly feel this phrase are small business owners. This is why repetitive tasks should be systematized and automated. In turn, your valuable time continues to remain profitable and used efficiently.

The best part of streamlining your business using marketing automation is its ability to work in the background without you having to do a thing!

Below, is a small sampling of things that you can streamline using marketing automation.

Examples:

A new website lead is automatically added into your pipeline and then sent a series of follow-up emails

A task is automatically created for you to call someone 2 days after they are sent a proposal

A project is automatically created in your project management software after the client e-signs their contract. A task is also created for the admin to complete the onboarding procedures.

You can track and optimize like a champion

How do you know what is working in your pipeline and what is not, if you aren’t measuring it?

One of the best features of marketing automation is its ability to track contact interactions. These interactions can include but are not limited to, an email is opened, a link is clicked, or your website being visited.

This data can then be used to optimize your emails, texts, and conversions. Marketing automation can also use this information to segment, target, and tailor the right content to the right person on your contact list.

Makes asking for reviews and referrals easy

Asking for a review and a referral often gets pushed to the back of the priority list, but referrals are typically the best converting and cheapest lead source for a small business.

That’s why automating the follow-up process after a job/sale is vital. In turn, you won’t need to spend the time, effort, and energy to manually ask for a review or referral. Plus, sending a gift card thank you can also be automated!

Let’s no lead fall through the cracks

Marketing Automation is essentially a CRM on steroids. It is what integrates your pipeline/funnel while allowing you to track and manage leads. Thus, CRM jobs like follow-up emails and task reminders can also be automated.

See examples below!

Examples:

For every contact who reaches a certain lead score, a task is created to give that contact a personal call

Depending on what service the contact selected in your lead form, the automated email follow up will address that specific service

If a lead who shows initial interest becomes unresponsive, they are automatically entered into an email campaign that determines if they are still interested or should be removed from the lead list.

Provides the ability to ramp up your lead intake

Scaling is not a pretty picture when your sanity and client experience takes a hit in return. That’s why creating an automated workflow is so vital.

By having a funnel that smoothly interacts with a client from the start to finish you can then ramp up your flow of leads without seeing your systems crumble.

Allows you to be timely and personal

Marketing automation allows you to stop bombarding potential clients with unsuitable emails, but to email them when they are showing peak interest. By doing this, you are able to curate email delivery that is personalized and special.

Delivering timely, relevant content when, where, and how the prospect prefers leads to a higher likelihood of converting them into a client and having them spread the word about your business.