Feel like marketing automation is out of reach for you as a small business owner? Learn how to put all the pieces together and supercharge your marketing efforts. Plus, grab our list of software recommendations at www.phloxpartners.com/blog.

1. HOW TO USE
MARKETING
AUTOMATION
www.phloxpartners.com | 2020
TO SUPERCHARGE
YOUR RESULTS

2. www.phloxpartners.com | 2020
If you don't find a way to make money
while you sleep, you will work until you die.
- Warren Buffet

3. www.phloxpartners.com | 2020
Automate steps in the marketing process
by triggering actions based on your lead's
behavior and decision making process.
A way to amplify your reach and enhance your
marketing efforts without increasing your
staffing.
Create more personalized buyer journeys
by providing leads the information they're
looking for at the time they're looking for it.
Share data between marketing platforms to
reach leads and seamlessly reinforce messaging
across platforms.
WHAT IS
MARKETING
AUTOMATION?

4. MARKETING
AUTOMATION
EMAIL
WEBSITE
SOCIAL
DIGITAL
ADS
CRM
www.phloxpartners.com | 2020

5. Understand prospects' interests through their on-site
actions. Provide robust, question-answering content to
possibly close the deal and convert leads into sales.
COMPONENTS
OF MARKETING
AUTOMATION
WEBSITE
CRM
SOCIAL
DIGITAL
ADS
EMAIL
www.phloxpartners.com | 2020
Email is a cost-effective way to communicate directly
with leads, nurture them, and move them through the
marketing stages.
Move leads through marketing stages. Through
content & thought leadership, reach new audiences,
stay top of mind with clients/potential customers.
Reach and connect with new audiences to build
awareness. Move prospects forward with retargeting.
Track activity of leads and prospects; nurture leads
through their decision process; focus efforts on warm &
hot leads; build loyalty.

6. www.phloxpartners.com | 2020
MARKETING
AUTOMATION
DATA SHARING

7. www.phloxpartners.com | 2020DATA
SHARING
WEBSITE CRMDIGITAL
ADSEMAIL SOCIAL
Track User Data
Interest: Potential
Client Opts in To Email
List
Segment Subscribers
Thought Leadership
Content
Product Content
& Ecommerce
Interest: Opt-In
To Email List
Interest: Evergreen
Email Gampaign
Action: Broadcast
Email Campaigns
Sales Emails
Awareness: Thought
Leadership Campaign
Interest: Like/Follow
Camapign
Action: Retargeting
Campaigns
Awareness: Look Alike
Audience Campaign
Interest: Psychographic
Audience Campaigns
Action: Retargeting
Campaigns
Develop Lead Scoring
System
Subscriber Crosses
Lead Threshold
Hand-off Warm Leads
To Sales

8. 4 STAGES OF
BUYING
BEHAVIOR
INTEREST
AWARENESS
DECISION
ACTION
www.phloxpartners.com | 2020

9. ACTION
Make the decision easy and
the purchase process
streamlined.
DECISION
Highlight how you work, how
you've solved problems for
other clients, and the results
you've created.
INTEREST
Educate. Show your expertise
and focus on the solutions you
provide.
AWARENESS
Letting prospects know you
exist. Attract, show what you
offer and why you matter.
AWARENESS
INTEREST
DECISION
ACTION
www.phloxpartners.com | 2020
4 STAGES OF
BUYING
BEHAVIOR

10. www.phloxpartners.com | 2020
MARKETING
AUTOMATION
EXAMPLE

11. Potential lead
opts in to email
list.
Use both personalized &
standardized sales
sequences to drive
qualified leads to book
appointment or make
purchase.
ACTIONDECISIONINTERESTAWARENESS
Potential lead sees digital
ad or social media post.
After seeing several, they
visit your website.
Potential lead follows
you on social media.
and/or visits website.
Word of mouth or
referral piques interest of
a potential lead.
Potential lead engages
with informative
content on website &
social media..
Evergreen email
campaigns & social
media nurture potential
lead's interest.
Track website & email
behavior for each potential
lead. Use data to segment
leads & qualify prospects.
Determine qualified
leads through lead
scoring. Send data to
CRM & sales team.
Use retargeted social media
and digital ads to remain
top of mind and drive
qualified leads to action.
Build customer loyalty.
Increase average sale per
client. Increase retention
rate.
Nurture warm leads. Provide
actionable information.
Handle objections. Spur
warm lead to purchase.
www.phloxpartners.com | 2020
MARKETING
AUTOMATION
EXAMPLE

12. READY TO MAKE
IT HAPPEN?
Check out our top recommendations for technologies
that play well together, and start building marketing
automation processes that boost your success.
www.phloxpartners.com/blog
www.phloxpartners.com | 2020

13. www.phloxpartners.com | 2020
HOW TO USE
MARKETING
AUTOMATION
TO SUPERCHARGE
YOUR EFFORTS