Marketing Automation
The idea of marketing automation can sometimes be scary for course creators, coaches, and small-sized digital business owners. With more and more technological advancements, there’s a need for businesses to not only catch up with trends but also play the long game.
💡 Not sure where to start from? These are some of the ways I can help you redefine how you use marketing technology and utilize it to your advantage.
📌 Platform/Martech Software Selection
There are numerous marketing automation platforms out there to choose from to run your business. The only downside is it can get overwhelming when it comes to navigating your way and making a decision. During our consultation call, I’ll get a deep understanding of your marketing automation needs, budget, and current martech stack. After which I’ll recommend the best software that you can use to achieve your goals.
📌 Audit
It’s one thing to have the software, it’s another thing to make it work for you. First, I’ll assess the effectiveness and performance of each tool or platform in the current stack. After which I’ll evaluate how well these tools integrate and if data flows seamlessly across systems. Then I’ll identify gaps and highlight areas where there might be redundancies, inefficiencies, or missing functionalities.
📌 Setup and Customization
I help my clients set up and customize their martech stack to fit their marketing automation needs. This includes creating accounts, configuring settings, and integrating necessary tools like CRM systems, email marketing software or social media platforms. I also tailor the software to align with your branding, including designing email templates, landing pages, and forms to ensure a consistent and engaging brand experience. We can work together to Implement a scoring model within your CRM or marketing automation platform during setup that assigns relative weights to different attributes or actions based on their significance in predicting conversion.
📌 Workflow Creation
We can work together to map out (triggers, actions, and conditions) and build automated workflows in your EAP, MAP, or CRM for different customer journeys such as lead nurturing, customer onboarding, or re-engagement.
📌 Data Integration
Let’s review your data flow to ensure seamless integration of customer data across different systems within the platform, enabling comprehensive tracking, segmentation, and personalization of marketing campaigns.
TECHNOLOGY PROFICIENCY
Tech Stack
I always update this list as I am committed to staying on top online business industry trends and anticipating my clients’ technical needs. Don’t hesitate to mention when completing the discovery questionnaire if the software you need help with isn’t mentioned below.
