Marketing Automation Expert

Automating Your Marketing Efforts is Challenging and Time-Consuming.  We can remove the complexities.  Work with a Marketing Automation Expert Today.


Are you a small business owner, bogged down by day-to-day operations like sales, hiring, product development and more?

Setting up your Customer Relationship Management software (CRM) and Email Marketing software can be time-consuming, frustrating, and require a steep learning curve. If you’re like most small business owners, you don’t have time to learn how to architect and assemble a marketing technology stack.

If you already have a marketing tech stack in place, are you maximizing its full potential? Is it optimized and running at peak performance?

If not, investing in marketing automation can produce a strong ROI and can help you acquire new prospects and customers while you sleep.

As your competitors adopt new technology, they reduce costs and increase margins. That allows them to offer better products and services at better prices.  Are you doing the same? If not you risk falling behind.

Choosing your Marketing Automation Software

Our first task is to help you choose the right technology. Our number one choice for building the foundation of your tech stack is ActiveCampaign.

It’s ideal for small businesses and offers all of the following:

  • Flexibility: Its automation capabilities are flexible, robust, and customizable. All this means you can change its functionality on the fly, which in turn will allow you to grow and scale your business more easily.
  • Competitive Pricing: It’s extremely affordable. It starts at just $9/month for its Email Marketing Software and drag & drop Automation Builder. To gain access to its CRM and Landing Page software you pay only $49/month.
  • User-Friendly: Its interface is intuitive and is suitable for beginners and experts alike. Sending your first email is easy.
  • Great Support: Their customer service operates 24/7 and provides quick response times. Even if they can’t answer your initial question, their team is full of technical experts who work to resolve all issues quickly.

Ready to act now?  Get a Free Consultation to see if we can help you hit the ground running.

What Your Marketing Automation Stack Should Achieve

Your marketing automation stack is like the engine of a muscle car: you need to calibrate and fine-tune it in order to achieve maximum speed, efficiency, and performance.  To see how our step-by-step strategy and mapping process works, please visit our ActiveCampaign Consultant page.

That said, whichever software you choose it should feature all the following:

  • Email Automation: Email marketing is the core function of marketing automation. According to Hubspot, 78% of marketers have seen an increase in email engagement over the last 12 months. Powerful email software is vital for newsletters, welcome sequences, re-engagement sequences, and other drip sequences.
  • Ecommerce Integration: If your business is centered around Ecommerce, your marketing automation system needs to play well with Shopify, WooCommerce, Magento, and BigCommerce. The more seamless the integration the better.
  • CRM: If you sell a product or service that requires salespeople, a CRM is a must. It will allow you to create a pipeline and deal stages. It provides a way for you to manage deals, take notes, set tasks and manually nurture them. All the while you can keep track of deal progression and projected revenues in the pipeline.
  • Integration with Other Software: Whether by native integration, integration via Zapier, or integration via API you need to choose a system that can ‘play well’ with others. This is paramount, as your stack will be a work in progress to which you’ll gradually want to add other tools. Click here to see a list of tools and systems we can help you to integrate.
  • Form Builder: Forms are an extremely important part of your sales funnel for capturing leads. The better you design the forms, the more leads land in your CRM. To maximize conversions, you need a robust form builder.
  • Landing Pages: Any paid traffic will convert better if you drive it toward landing pages. A well-designed landing page is a huge bonus for any marketing automation stack.
  • Tagging: Tagging allows you to label and segment your audience. Segmenting through tags keeps your database much cleaner than segmenting through lists. This will reduce time devoted toward list management, which can be messy and complicated.
  • Engagement Tracking & Analytics: In order to improve your marketing performance you need insights into your data. Reports and analytics tracking will allow you to dive into the numbers.
  • Lead Attribution: If you use Google Ads or Facebook Ads this can be invaluable. Lead attribution allows you to track what traffic converts into leads and sales. This helps you make decisions about how to allocate your marketing budget.
  • Lead Scoring: In order to qualify your leads, you need to devise and implement a lead scoring system. By prioritizing leads, you allow your sales team to focus more on leads which represent potential for greater revenues. Meanwhile they can de-prioritize and spend less time on weak leads.
  • Chat Widget: If your customers ask lots of questions, and you have the time and resource to respond, then a chat widget will be valuable to you. Ease of use and ability to program it with predetermined questions and answers is a huge bonus.
  • Salesforce Integration: For those tied to Salesforce, a system that plays well with it will make your life easier. You should aim for a seamless integration between the two systems.

As mentioned, ActiveCampaign is our first choice for all of the above.

However, for Marketing Departments & Startups with a greater budget,  looking for an all-in-one system, and need to move fast see how we can help set up Hubspot for your organization.

Other Software Tools We Know

Both ActiveCampaign and Hubspot are ‘stackable’, meaning you can integrate other software tools with them seamlessly.  Below is a list of just some of the tools we can help you integrate:

  • Mailwarm
  • WooCommerce
  • Pipedrive
  • Google Optimize
  • Wufoo
  • Ontraport
  • Kajabi
  • Autopilot
  • Slack
  • Asana
  • Mindbody
  • Google Apps
  • Zendesk Sell
  • LimoAnywhere
  • WordPress
  • Shopify
  • Quickbooks
  • Acuity
  • Trello
  • Jotforms
  • Google Analytics
  • Google Tag Manager
  • Google Adwords
  • Google Adsense
  • Google Search Console / Webmaster Tools
  • Google DFP