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Top 10 Marketing Automation Strategies – part 3 [VIDEO]


Whether you’re thinking about adopting marketing automation or you already have, you’re likely thinking about the top strategies to make sure you leverage this investment that you’ve just made. In this three-part video series, I’m sharing the top strategies that we find to be the most effective and I’ve already shared six with you. In this last video, I’ll be sharing the final four strategies for you to think about.

TRANSCRIPTION:

Whether you’re thinking about adopting marketing automation or you already have, you’re likely thinking about the top strategies to make sure you leverage this investment that you’ve just made. In this three-part video series, I’m sharing the top strategies that we find to be the most effective and I’ve already shared six with you. In this last video, I’ll be sharing the final four strategies for you to think about.

The seventh strategy is around client retention. Marketing automation helps you improve client retention because you’re continually staying in front of clients in a meaningful way. Everybody in professional services has had that painful experience where an existing client chooses somebody else for a service that you actually provide. They may not even know that you provide that service, but marketing automation, because of how it helps you seamlessly share content with your existing client base, can help remind them of all the different types of services you use and when they’re ready, they’ll call you.

The eighth strategy I’d like to share is around optimizing your whole marketing system. Marketing automation as a tool helps you track, measure and then make necessary adjustments to all of the good strategies and techniques that you might be employing. Similarly, strategy nine is around increasing productivity of your marketing team. Let the automation tool take care of things that can be automated, let the humans do what only humans can do.

And finally, the last strategy I’d like to share with you is around billable time. In professional services, most of us operate in the seller-doer model where the BD folks are also the ones out there running the engagements. So, if a marketing automation tool can take a little bit off the hands of your BD folks and help them be more effective in those conversations, all the better. So, really saves on your overall billable time.

I hope these top 10 strategies are helpful to you as you think about your own marketing automation strategies. And if you’d like to learn more, please check out hingeuniversity.com/courses. We’d love to see you there.

Elizabeth Harr Elizabeth is an accomplished entrepreneur and experienced executive with a background in strategic planning, branding and growth for professional services. Elizabeth co-founded and ran a successful tech firm, which gives her critical insights into our professional services clients’ challenge.

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