SMART AUTOMATION
Marketing automation for small businesses.
Working around the clock so you don't have to.
Marketing automation uses your CRM platform software to connect all your sales funnel elements together, and moves your client through your funnel seamlessly, without you having to do a thing.
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For a small business this removes all of the manual effort, no leads go cold and the system keeps nudging people in the right direction 24/7
AN ILLUSTRATIVE SEQUENCE
A lead's first week, handled automatically
WHAT I AUTOMATE
Smart automation, at every stage.
01. CRM set up and connected tools
Automation needs somewhere to live. I set up and configure your CRM, including your account, domain connection, branding and import of your contacts and tags. If you have other software that needs to connect into it, I can set that up too using software such as Zapier or Make.
02. Lead nurturing sequences
Automated emails that welcome new leads, deliver digital assets and keep them warm until they're ready to talk
03. Sales process automation
Enquiries, lead follow-ups and bookings move through your pipeline automatically so nothing relies on your remembering to do it.
04. Client onboarding automation
Once someone says yes, welcome emails, forms and next steps all go out without you having to send them one by one.
COMMON QUESTIONS
Automation, answered
Is marketing automation worth it for a small business?​
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If you have leads coming into your business that need following up, then it's worth it regardless of the size of your business. If you're a small business you can often find yourself filling many roles, so if you automate as much as possible, you have more time to do the work only you can do.
What's the difference between email marketing and marketing automation?
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Email marketing is a way of sending out your offers to your contacts. It makes up part of a marketing automation process or system, but is not the whole picture.​
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Marketing automation is the way to link all of the elements of your sales funnel and send them automatically, triggered by an action (for example a form being submitted).
Do I need a CRM to run marketing automations?​
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You do need a CRM platform to be able to run marketing automations. If you don't have one, I can help to find the right option for you.
Will my emails sound impersonal if they are automated?
They absolutely don't have to. We have complete freedom over the style, layout, design and crucially content that goes into every email. It can sound exactly as if you have written it just before pressing send.
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This is another reason why mapping your customer journey can really help to humanise your funnels. We look at what your audience needs at each stage, and can build the content to match it.
What does it cost?
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Every project is bespoke and priced depending on requirements. The Interactive Pricing Tool gives you an indicative guide, and I'll send a tailored quote after our first conversation.
How long does it take to set up?​
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Most projects from start to finish take between one and three months to complete, depending on the complexity and scope. We'll talk through your requirements when we speak before I start building anything.
"Helen just takes it all in her stride and produces wonderful stuff."
"She’s introduced us to new platforms, so anything techy or those little jobs that you don’t really want to do, or can’t do - then Helen is your lady!"
Sue Michaels - Business Owner
Red Bird Tutoring
Ready to stop chasing and let your system do it for you?
Prefer to explore first? Try Milo, or the interactive pricing tool
Book a free discovery call and we'll look at what automation you already have, what could work more efficiently for you and make sure that it all runs seamlessly in the background.