Drip Marketing, Marketing Automation, ActiveCampaign, Zoho

Marketing Automation Is a Business Systematizer

By in Drip Marketing | 2 comments

Mocha LatteThis is my favorite coffee shop in St. Louis.

I drive there several times a week for my mocha latte fix, even though it’s out of the way and I pass several Starbucks.

The morning baristas always make me the *perfect* cuppa Joe: just the right temperature, not too sweet. Now that they have video on the drive-thru order board, they recognize me, then tell me my order before I have to say it.

But I never go to this Cafe after 1pm. After that, if I need caffeine, I go to Starbucks–even though it’s my second choice.

Makes me sad, but the mocha I buy at 2pm just isn’t the same. The afternoon shift doesn’t follow the Cafe’s recipe. So sometimes my latte’s too sugary. Other times it’s too watery. It never tastes the same, and that ruins my experience. I don’t want my coffee shop to frustrate me–they’re so nice!–so I just go there in the morning.

At Starbucks, however, I get the same drink no matter which location I visit, no matter what time of day it is. So even though I “settle” for Starbucks, I’m never disappointed.

Companies struggle with training and consistency all the time. They want to keep the personal touch and service in all they do, but scale it so they can conquer the world.

Not every business can be completely systematized, but almost every business can automate some processes.

Automating marketing processes is one of the easiest ways to start. Often you can eliminate your lowest-performing salesperson by automating basic follow-up sytems.

For example:

  • Do salespeople follow company-designed presentations or make sales calls in their own unique way? Could a systematized sales presentation, delivered in bite-sized messages to every hot prospect who visits your website, shorten the sales cycle, convert more sales and have fewer after-sale hiccups?
  • Do customers get different answers (or worse, prices) if they talk to 2 different sales reps? Could a “hidden” pricing page on your website be monitored whenever you sent a hot prospect there…and triggered a sales call if the prospect revisits in the future?
  • Do transaction emails look different, depending on who sends them out? Could you fulfill all orders online–even your over-the-phone orders, so that all post-sale correspondence is consistent?

These are “evergreen” marketing automation processes. Meaning, once they’re up and tweaked, they run without human intervention. Yet, unlike humans, these processes consistently perform and are accountable in your metrics, such as Google Analytics or your email dashboard.

Regardless of employee turnover or even filling in when someone’s on vacation, systematizing your business with marketing automation is like brewing your prospect and customer the same great-tasting mocha latte 24/7/365.

Here’s more information on how to get started.

Or use the orange “book now” button on the right to schedule a 10-minute brainstorm session.


  1. Lori – I love this post. Marketing Automation is relatively new to small businesses, and I think that sometimes the perception is that automation is dehumanizing. But the truth is, when your process is consistent, your team has more bandwidth to build personal relationships and deliver exceptional service because they aren’t bogged-down with repetitive tasks.

    Thanks for this thoughtful post!

    • Thanks, Jessica. Marketers who are new to “relationship building marketing” often remind me of the teenagers who gets his first job as a server. All his years of being on the eating side of the service equation go right out the window. He can’t even remember how to pour water. Rule #1: marketing automation is not a license to spam. Remember what it feels like to get worthless and useless email, but how good it feels to be appreciated when you buy or consider buying something.

Post a Reply

Your email address will not be published. Required fields are marked *