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Successful Marketing
Automation
Matt Hodkinson
CEO, Influence Agents
!
!
!
!
@matt_hodkinson!
#InboundMarketingWeek
The 4 Layers of 

Marketing Automation
Layer&1&
Layer&2&
Layer&3&
Layer&4& Distribution
Content
Strategy
Technology
• CMS!
• Email Automation!
• CRM!
• Analytics
Technology
CMS
• Ability to create pages on the fly
• Targeted landing pages for lead capture
• Blogging = Traffic + Social Referral + SEO
#InboundMarketingWeek
CMS
Email Automation
• Email still works … if you set the right tone
• More than just “auto-responders”
• The heart of your lead nurturing effort
#InboundMarketingWeek
Email Automation
CRM
• As much about Process as about Tools
• No “one size fits all”
• Must be used in Anger to properly evaluate (in our
experience)
• Consider integration capability
#InboundMarketingWeek
CRM
Analytics
• More than just Website statistics
• Use for Social, Web, Email, Lead Management,
Sales and more…
• Affords access to Growth Hacking and continuous
improvement of the marketing funnel
#InboundMarketingWeek
Analytics
• Funnel Structure!
• Stages of the Inbound
Marketing Funnel!
• Qualification &
Progressive Profiling
Strategic Framework
Funnels
• Your best prospects might not be ready to buy yet
• Where the timing is right, your product/service also
needs to be right
• Where the timings isn’t right, great CRM process
needs to ensure no “leaks” in the funnel
• Have you got the time to “hand-hold” every
prospect through the nurturing journey?
#InboundMarketingWeek
Information
Qualified
Lead
Marketing
Qualified
Lead
Sales
Qualified
Lead
MoFu
Offer
ToFu
Offer
Thank
You
Page
Email #1 Email #2 Email #3
Quiet
List
2 days 5 days 5 days
Progressive Profiling
• Lead Magnets • Email Copy • CTA’s
Lead Magnets
• Know your Buyer Personas inside and out
• Design “premium” content that attracts ONLY your
target buyers
• Compelling and relevant titles and tag-lines can
accurately pre-qualify
#InboundMarketingWeek
Email Copy
• Get it Opened
• Set the tone early - double opt-in or content delivery via email can help
• Compelling subject line
• Personalisation
• Get the Click-through
• Compelling and attractive CTA
#InboundMarketingWeek
CTA's
The “Lean Team” Skill Set
! ! Designers!
!
Developers!
!
! ! Copywriters!
!
Marketers
• Legacy Lists!
• Social!
• Communities!
• Influencers!
• Offline to Online
Distribution
A Huge
Challenge for
Many Businesses
Today…
Now that we have
content, how do we get
it seen by the right
people?
Legacy Lists
• Keep it Inbound - Think of legacy email lists/
databases as a “Re-activation” exercise
• Use segmentation to maximise results
• Promoting content and/or social proof trumps
product/service promotion
• … then let the Marketing Automation engine do the
rest!
#InboundMarketingWeek
Social Distribution
• Your Social Media presence becomes even more important
• Do you have a large following?
• More importantly, do you have reach?
• Even more importantly, do you have TARGETED reach?
• Are you fishing where the (right) fish are?
• Platform choice
• Social = SEO*
Communities
Influencers
• When building a community from scratch seems
like hard work!
• Efficient networking … one-to-one-to-many
• Influence is contextual - choose by relevance as
well as reach
#InboundMarketingWeek
Influencers
Offline to Online
• Inbound can compliment your outbound activities -
Telemarketing, DM, Events, etc.
• Improve conversion rates by promoting at the top
of the funnel (content) rather than the bottom
(appointments)
• A “safety net” for more transactional offers
#InboundMarketingWeek
Bringing it All
Together
A plan for implementing
Marketing Automation in
Your Business
Get the Tech
• Lots of Integrated Tools



or…

• All-in-One!
• Hubspot
• Other products are available
Choose your Strategy
• Which Funnel fits your
Business?
• Help your Prospects
move themselves
through the sales funnel
• Learn from those who’ve
made the mistakes
Create Content
• Design Content to Qualify
• Build your Team of
Creatives
• Design
• Copywriting
• Dev
• Marketing
• oDesk, eLance, PeoplePerHour
Build Distribution
• Find your Market
• Fish where the Fish are
• Be efficient and
consistent
Case Study
Case Study
Case Study
Questions?

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Successful Marketing Automation

  • 1. Successful Marketing Automation Matt Hodkinson CEO, Influence Agents ! ! ! ! @matt_hodkinson! #InboundMarketingWeek
  • 2. The 4 Layers of 
 Marketing Automation Layer&1& Layer&2& Layer&3& Layer&4& Distribution Content Strategy Technology
  • 3. • CMS! • Email Automation! • CRM! • Analytics Technology
  • 4. CMS • Ability to create pages on the fly • Targeted landing pages for lead capture • Blogging = Traffic + Social Referral + SEO #InboundMarketingWeek
  • 5. CMS
  • 6. Email Automation • Email still works … if you set the right tone • More than just “auto-responders” • The heart of your lead nurturing effort #InboundMarketingWeek
  • 8. CRM • As much about Process as about Tools • No “one size fits all” • Must be used in Anger to properly evaluate (in our experience) • Consider integration capability #InboundMarketingWeek
  • 9. CRM
  • 10. Analytics • More than just Website statistics • Use for Social, Web, Email, Lead Management, Sales and more… • Affords access to Growth Hacking and continuous improvement of the marketing funnel #InboundMarketingWeek
  • 12. • Funnel Structure! • Stages of the Inbound Marketing Funnel! • Qualification & Progressive Profiling Strategic Framework
  • 13. Funnels • Your best prospects might not be ready to buy yet • Where the timing is right, your product/service also needs to be right • Where the timings isn’t right, great CRM process needs to ensure no “leaks” in the funnel • Have you got the time to “hand-hold” every prospect through the nurturing journey? #InboundMarketingWeek
  • 15. MoFu Offer ToFu Offer Thank You Page Email #1 Email #2 Email #3 Quiet List 2 days 5 days 5 days
  • 17. • Lead Magnets • Email Copy • CTA’s
  • 18. Lead Magnets • Know your Buyer Personas inside and out • Design “premium” content that attracts ONLY your target buyers • Compelling and relevant titles and tag-lines can accurately pre-qualify #InboundMarketingWeek
  • 19.
  • 20. Email Copy • Get it Opened • Set the tone early - double opt-in or content delivery via email can help • Compelling subject line • Personalisation • Get the Click-through • Compelling and attractive CTA #InboundMarketingWeek
  • 21. CTA's
  • 22. The “Lean Team” Skill Set ! ! Designers! ! Developers! ! ! ! Copywriters! ! Marketers
  • 23. • Legacy Lists! • Social! • Communities! • Influencers! • Offline to Online Distribution
  • 24. A Huge Challenge for Many Businesses Today… Now that we have content, how do we get it seen by the right people?
  • 25. Legacy Lists • Keep it Inbound - Think of legacy email lists/ databases as a “Re-activation” exercise • Use segmentation to maximise results • Promoting content and/or social proof trumps product/service promotion • … then let the Marketing Automation engine do the rest! #InboundMarketingWeek
  • 26. Social Distribution • Your Social Media presence becomes even more important • Do you have a large following? • More importantly, do you have reach? • Even more importantly, do you have TARGETED reach? • Are you fishing where the (right) fish are? • Platform choice • Social = SEO*
  • 28. Influencers • When building a community from scratch seems like hard work! • Efficient networking … one-to-one-to-many • Influence is contextual - choose by relevance as well as reach #InboundMarketingWeek
  • 30. Offline to Online • Inbound can compliment your outbound activities - Telemarketing, DM, Events, etc. • Improve conversion rates by promoting at the top of the funnel (content) rather than the bottom (appointments) • A “safety net” for more transactional offers #InboundMarketingWeek
  • 31. Bringing it All Together A plan for implementing Marketing Automation in Your Business
  • 32. Get the Tech • Lots of Integrated Tools
 
 or…
 • All-in-One! • Hubspot • Other products are available
  • 33. Choose your Strategy • Which Funnel fits your Business? • Help your Prospects move themselves through the sales funnel • Learn from those who’ve made the mistakes
  • 34. Create Content • Design Content to Qualify • Build your Team of Creatives • Design • Copywriting • Dev • Marketing • oDesk, eLance, PeoplePerHour
  • 35. Build Distribution • Find your Market • Fish where the Fish are • Be efficient and consistent