MARKETING

AUTOMATION
 contents
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THE MARKETING 10 EXPERTS SHARE MEET SUMMIT HOST

AUTOMATION THEIR BEST & ENTREPRENEUR
SUCCESS SUMMIT MARKETING LIAM AUSTIN
2017 AUTOMATION TIPS

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12 MARKETING CHECKLIST FOR ENTREPRENEURSHQ-

AUTOMATION TOOLS MARKETING A COMMUNITY OF
YOU NEED TO KNOW AUTOMATION 100,000+
ABOUT SUCCESS ENTREPRENEURS 

32

READY TO TAKE
YOUR BUSINESS TO
THE NEXT LEVEL? 
marketing
automation
SUCCESS SUMMIT
 THE EXPERT
ADVICE ALL
ENTREPRENEURS
SHOULD HAVE.

10 EXPERTS SHARE
SOME OF THEIR
BEST MARKETING
AUTOMATION TIPS.
 Create a sales funnel for each
customer needs level.

Build a simple sales funnel .

03
 Design landing pages that
convert.

Save time by combining apps

into one automation tool.

03
 Assess which type of funnel
best suits you.

Optimize evergreen webinars

based on top niches.

03
 Give your audience a customer
experience.

Automate social media content.

03
 Implement the "Free Plus
Shipping" funnel.

Develop the drive, then live and

breathe funnels.

03
 Don’t be so in love with one thing
that you are not willing to see
what else is out there.

Marketing automation is futile

without great content marketing.

03
 Automating also means
nurturing your leads.

Automate prospect list building,

cold email sequencing, and
follow-ups to sell like a robot
whilst still sounding like a human.

03
 The days of doing
everything live have
come and gone.
There is so much
content and the
market landscape
has changed.

NICK UNSWORTH
 Automate your social media with
great content without overdoing
it.

Launching a product? Develop a

program with a good
automation process in place.

03
 Get an all-in-one marketing
automation system for your
small business.

For SaaS companies, understand

the concept of an inverted funnel
strategy.

03
 Whatever tasks you have in your
business that’s repetitive, find a
way to automate it.

Generate leads and sales

using quizzes.

03
 Use agile marketing to capture
time and put it to good use.

Automate follow-ups to maximize

live attendees at your webinar.

03
 The action steps to process
before login

Automate Google Adwords

campaigns for a constant stream
of paid leads.

03
 Set up Facebook Ads to
automate your paid traffic.

Increase customer engagement

through gamification and
automation.

03
 Try automated instead of live
webinars.

Identify automatic emails

that work.

03
 Use marketing and editorial
calendars to streamline your
content marketing process.

Automate YouTube Ads as a

way to drive traffic.

03
 Collect all of your customer data
in one place.

03
Your
host
12 marketing automation tools
you should know about.

Active Campaign.

01
01 Organize business meetings, group events etc.
automatically with this tool. Calendly helps you automate
schedules with Google or Office 365 calendar integration
Calendly.
to avoid conflicts.
Organize business meetings, group events, and more
automatically. If you are a busy professional, solopreneur,
or business owner, Calendly helps you automate
02
02 schedules with Google or Office 365 calendar integration
to avoid conflicts.

ClickFunnels.
An easy way of creating effective landing pages such as:
 - Opt-in pages
 - Thank you pages
03
03  - Sales pages

EverWebinar.
An acclaimed evergreen webinar platform, EverWebinar
allows you to create automated webinars with the benefits of
a live webinar. It has the capacity to massively scale up and
04
04 put your message in front of as many people as you possibly
can. 

Hubspot CRM.
Enrich contacts automatically, queue up a series of emails to
be delivered on a schedule, track every interaction a lead has
made with your brand from first visit to a sale, manage and
05
05 organize your sales pipeline, and more. Stay organized even
when on autopilot.
 IFTTT.
If this, than that! Bring your favorite services together
through customized receipies of triggers and actions to
create new experiences. Works with over 360 apps, similar
06 to automation platform Zapier.  

Infusionsoft.
Keep track of your goals with this customer relationship
management (CRM) software. Engage with your
customers quickly with an email management system
07 that
team
also helps
Organize you track
business
calendars,with
automatically
sales, group
meetings,
and this
a whole
manage
tool.lot
inventory,
events etc. sync
more. helps you automate
Calendly
schedules with Google or Office 365 calendar integration
PlusThis.
to avoid conflicts.

Organize the top money making add ons for Infusionsoft (or
Ontraport) to save both money and time. Automate the
process of checking people who attended your webinars,
08
8 track emails and pages convertions, sync Facebook custom
audiences and lead ads, and more. 

Process.st.
Streamline the process of building great templates from
scratch to running multiple instances of the templates as
checklists to tracking and collaborating with your team.
09
9 Connect these process to other apps in order to automate
tasks. 

Zapier.
This easy automation platform integrates over 750 apps,
allowing you to move information between your most used
web apps automatically - saving you time to spend on
10
11 growing your business. 

Zendesk.
A customer service software with a large set of options for
app integrations. Reach customers via webforms, phone,
05
12 chat, email, and social media.  Zendesk’s software also allows
for you to measure key metrics.

03
 What are you doing
in your business
repetitively? What is
it that you have to
do everyday? There
is a way to automate
a lot of that.

ANDREW MCCAULEY
CHECKLIST FOR
MARKETING
AUTOMATION
SUCCESS
#1 - DETERMINE YOUR FLAGSHIP PRODUCT AND MARKET

# 2 - UNDERSTAND YOUR BUYER PERSONA

 KEEP GOING!

#3: CRAFT YOUR PRODUCT’S STATEMENT OF VALUE 

#4: BUILD A GREAT LEAD MAGNET
#5: IDENTIFY YOUR TRAFFIC MEDIUM

QUICK CHECKLIST REVIEW

SO FAR, YOU HAVE IDENTIFIED THE

FOLLOWING:

- FLAGSHIP PRODUCT AND MARKET

- BUYER PERSONA
- STATEMENT OF VALUE
- SPECIFIC LEAD MAGNET
- FOR YOUR TRAFFIC

THE REAL WORK IS STARTING TO UNFOLD.

IN THE UPCOMING STEPS. FIRST UP, WE WILL
BE REVIEWING YOUR LANDING PAGE!
#6: MAP OUT A GREAT LANDING PAGE

#7: CHOOSE YOUR AUTOMATION TOOLS 

#8: IMPLEMENTATION
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