How to automate a business - 7 Ideas that you can apply right now

by Moises Hamui September 14, 2023

Automating a business is essential in the digital age to increase efficiency, take advantage of sales opportunities and offer customers a more personalized experience.

Automation has become a major trend in the business world, with 70% of B2B companies adopting or considering marketing automation platforms, and B2C companies following suit.

Digital Marketing Glossary 2023

Automation and Inbound Marketing: A Powerful Combination

Marketing automation integrates seamlessly with the inbound marketing methodology, which seeks to attract customers through valuable content that solves their problems.

A key component of this strategy is workflows, sequences of automated actions that are triggered based on user behavior and characteristics. Here are some examples of workflows and how they work:

1) Welcome New Subscribers

When a user subscribes to your blog ornewsletter , it is essential to create an initial connection. The welcome workflow could include:

An initial message to establish a relationship with the potential client.
A welcome message that tells your brand story and explains what subscribers can expect.
A series of messages that demonstrate authority on the topics of interest to the subscriber, sharing the best articles from your blog .

2) Lead Magnet

Lead magnets are valuable content offered in exchange for contact information. The automation process could include:

Sending downloadable content .
Continuing to send related content tonurture the lead .
Start the sales phase with information on how the company can help the customer.
Sending a message aimed at final conversion.

3) Nurturing to Convert MQL to SQL

To convert a marketing qualified lead (MQL) into a sales qualified lead (SQL), you need to follow these steps:

Establish an initial connection.
Demonstrate authority through educational resources.
Start selling and eliminate objections.
Present the offer and reinforce it with testimonials and benefits.

4) Onboarding

The onboarding workflow is designed for new users and could include:

A welcome message that explains your brand story and what they can expect from your product or service.
Sending content related to the "lead magnet" to provide additional information.
Messages that highlight key features of the product or service.
Tutorials that present the most outstanding features.

5) Webinar

Webinar automation is effective for users who have registered for virtual events. This workflow consists of:

Record in the workflow with details about the event.
Pre-webinar reminders.
Reminder during the live event.
Thank you for attending and sending of complementary materials.

6) Winback (Customer Recovery)

When a customer has been inactive for a while, it is important to try to get them back. The winback workflow could include:

A re-connection message to remind the customer why they chose your product or service.
Special offer to encourage purchasing.
A question to get feedback and improve customer relationships.

7) Reengagement

If a subscriber has stopped engaging with your content, a reengagement workflow might be helpful:

A re-engagement message to showcase new content and rekindle interest.
Ask the subscriber about their preferences and expectations.
Cleanup database if no response.
Opportunity to re-subscribe.

Conclusion

Automation is a powerful tool to simplify and improve your marketing strategy. By implementing these seven automation workflows, you can save time, keep your customers engaged, and increase conversions.

To carry out these strategies, you need an effective marketing automation tool. Explore the best options available on the market and start automating your business for success!

Written by Moises Hamui Abadi : I am an entrepreneur, founding partner of Viceversa and SoyMacho. After leading several digital businesses and advising several other businesses, I decided to form MHA Consulting, a digital marketing consultancy dedicated to growing and empowering digital businesses in more than 7 countries and generating more than 1,500 million pesos.

If you want more information on this topic or are looking for other options to profile your ideal client, you will find the solution you need at MHA. Schedule a call.