Create a better experience for your customers and save time. Here are 10 things you should start to automate today to help grow your small business.

1. How Marketing
Automation Can Boost
Sales & Save Time
Presented by Nicholas Jensen

2. –Peter Drucker
“The purpose of business is to create a
customer”

3. Who am I?
The founder of Growth Engine, a
DigitalMarketer Certified Partner
and Infusionsoft Certified Partner.
My focus is on helping
businesses acquire new
customers profitably and
predictably.
I have been automating
marketing since 2012 and
helping others since 2013

4. Follow Up & Organization
From the moment that lead comes in, via SMS, Web
form or even a call in. This is where your automation
should start.
It will help keep you organized so you can better track
your activities and WOW your customers.

5. Look familiar?
This was all automated.

6. 10 Things You Can
Automate Today
To Grow Your Business

7. Deliver Better Customer
Service
Make it easy for your customers to reach you and
automate the process to deliver a better experience.
Streamline your follow-up and provide your contacts
with an immediate response so they know you are on
it.

8. New Customer WOW
Do you want to really win over your new customer?
Really WOW them?
Create a personalized welcome sequence with a gift
being sent and follow it up with an automated task
creation so you remember to give them a call just to
“Check in.”
Remember a little goes a long way.

9. Opportunities
If you are in a business that has a sales process
workflow that all of your sales reps should be following
it is time to automate it.
Creating an automated sales process will allow your
sales reps to manage their sales process more
efficiently and give you better insight into your
business.

10. Refer a Friend
If you focus your employees so they are better
managing the relationship with your clients, your
referrals will increase.
Setting timely tasks or sending notifications can build a
stronger relationship with your clients and lead to an
increase in your referral business.

11. Generating Repeat Sales
You have already paid to acquire your customer, now
you can increase the value of that customer by
offering them something more.
Create an automated campaign that will track what
your client has bought and make them an offer of a
related product or service from you.

12. Birthday & Anniversary
Wishes
You know what makes people feel special?
Remembering them on their special days.
You can easily automate the process of sending out a
Birthday card, Anniversary card or a special gift every
year, creating a great rapport with your clients.

13. Appointment Reminders
Whether you prefer a personal touch of a phone call or
a simple text creating an automated sequence will
help you better manage appointments and make sure
they show up.
You can schedule a task, send a text, email or even a
postcard to remind your client of their appointment.

14. Satisfaction Survey
Reputation management is important in your business.
Automate your reputation management with a simple post
contact satisfaction survey.
You will be able to get better feedback and learn if there
are areas (or employees) that may need some
improvement.
*Extra credit if you segment those review and get your 5
star reviewers to share on Yelp or Facebook.

15. Document Follow Up
Sending out a lot of documents? Responding to RFQ?
Make sure your prospects and clients are getting the
document and actually VIEWING it with an automated
sequence to track their activity and send them (and
you) reminders if they have not viewed or responded
in a timely fashion.

16. Re-Engagement
The Comeback Kid!
We all have those customers that bought from us a
while back and we probably did a poor job keeping in
touch.
Find the clients in your database that have not visited
or called you lately.
Automate your re-engagement and get them to come
back to you and spend more money with you.

17. Remember!
• Automation should NOT replace all human contact
• It is a great tool to save you time and maintain focus
• Find areas in your business that you repeat with
every customer and start by documenting these
processes

18. Automation can be the single most important
investment in your business. After all, I have yet
to find some one that will work that hard and
that efficiently for me 24/7 at pennies an hour.

19. What Tools Do You
Use?

20. This is really going to be up to your
business and it’s specific needs.
There is no one-size fits all here
and there will always require some
customization to make it work for
you.

21. Starting at
$800/ month
connectwithnick.com/hubspot

22. Starting at
$199/ month
connectwithnick.com/infusionsoft

23. Starting at
$79/ month
connectwithnick.com/ontraport

24. Starting at
$1/ month
connectwithnick.com/drip

25. There are many more tools that work
and do a good job.
These tools I have worked with
extensively and highly recommend for
businesses based on their budget
and goals

26. Questions?
Automation can be exciting and overwhelming. Start small
and work your way up to complexity.

27. Next Month’s Topic?
I was thinking a specific Facebook Advertising topic
(targeting, ad creation, ad types, ROI tracking) or Landing
Page Optimization, but am open to suggestions.
Email me at lets@connectwithnick.com