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25 Jun

Marketing Automation Cheat Sheet for Client Service Businesses

Marketing in 2018 is all about personalising. Reaching your audience at the right time with the right information is the difference between good customer service and building a raving fans community.

Automating your marketing communications allows you to scale your interaction with leads, prospects and customers.

Type of automation you can set up:

1. Personal

Send your clients valuable information based on their online behaviour:

Step 1: Collect Data – This is essential to personalisation, you can’t possibly hope to reach your audience with a relevant message unless you know everything about them. Who they are, what they like and dislike, what they value etc. collect all this data whenever you get the chance. Your website is the best place to start collecting this information. A good place to start is using Hubspot to set up newsletter sign ups etc on your website.

Step 2: Develop Content – Identify areas where you can add value and start developing themes around which you will build content.

Step 3: Schedule Content – Set up triggers and schedules and start pumping out content and see what works best.

Step 4: Repeat

2. General

Automated responses to email enquires etc are examples of general but important automation. Non-personal automation is all about saving you time. Users online, expect instant answers, but it’s not always possible for businesses to provide that kind of service. That’s when these tools come in handy. Use your mail service provider or your website’s live chat to automate responses.

How we can help:

We map your online customer journey, set you up with all the tools, develop content and set up triggers. This will give you freedom to spend time on things that really matter.

Let’s talk!

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