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Presentation
Automating your
Conversions with
Marketing Automation
2
Tim Ash
CEO @Sitetuners
Introduction
International digital marketing keynote speaker & thought
leader, CEO of strategic conversion rate optimization agency
SiteTuners, bestselling author of Landing Page Optimization:
The Definitive Guide to Testing and Tuning for Conversions -
2nd edition (John Wiley Press), founder of worldwide Digital
Growth Unleashed conference series. 
Some of Their Awesome Clients
3
Dan McGaw
CEO @EffinAmazing
Introduction
Dan McGaw is an award-winning entrepreneur and speaker.
He is also the Founder and CEO of Effin Amazing, an
analytics and growth consultancy that helps product and
marketing teams get data driven and optimize their
businesses. Coined as one of the original growth hackers, he
has led the teams at Kissmetrics.com and CodeSchool.com.
You can find him on most social networks, or follow him on
Twitter at @DanielMcgaw.
Just a handful of our amazing clients
Presentation
Automating your
Conversions with
Marketing Automation
5
Watch Webinar On Demand
6
Introduction
RealThread.com
Custom T-shirt printing has never felt so good.
Real thread is a custom t-shirt printer which has
some of the softest inks to ensure your customers
enjoy wearing your shirts. The print for fashion
lines, startups and all sorts of businesses.
Their Customers
7
Lead Scoring
People who have given us their email, but do not
appear ready to purchase. Many of these folks need
to be identified or qualified.
Improved Reporting
Marketing rarely knows what happens to a lead after
it is sent to sales, but it is time for that to change.
We should know when sales picks up a lead and
integrate that into our analytics.
Personalized Journeys
Each buyer personas has their own desires and
needs. By personalizing their journey we can push
them farther down the funnel while keeping
engagement high
Increase new customer
conversion rate
When focused on the Real Thread business we agreed to
improve their rate of acquiring new customers. Instead of
spending money on more reach, we wanted to take
advantage of what we already had. LOTS of LEADS!!!!
Goal
Online OrdersProblem
- Slide Features Screen Recording -
See Webinar On Demand Recording to see Walk Through
Offline OrdersProblem
- Slide Features Screen Recording -
See Webinar On Demand Recording to see Walk Through
Lots of inbound leadsProblem
- Slide Features Screen Recording -
See Webinar On Demand Recording to see Walk Through
Doing lots of outbound prospectingProblem
Problem
Customers were tracked in
siloed platforms, giving us
no visibility into the
customer journey.
13
Watch Webinar On Demand
14
Luckily when we got to Real Thread they were already using some of our favorite tools, Segment
and Salesforce. To really accomplish the job though we needed a marketing automation tool,
improved communication and better reporting.
Original Real Thread Stack
15
Your stack should work together as one cohesive unit. Each tool should be able
to collect and send information to others tools when possible.
New Real Thread Stack
Lead Scoring
Turn thousands of prospects
per month into marketing
qualified leads (MQL).
17
Watch Webinar On Demand
Identity and Behavior driven.Create Lead Score Model
Tag Manager >> Segment = Behavior Data Added Everywhere
- Slide Features Screen Recording -
See Webinar On Demand Recording to see Walk
Segment >> Clearbit >> Segment = Identity Data
- Slide Features Screen Recording -
See Webinar On Demand Recording to see Walk
Clearbit >> Segment >> Autopilot << >> Salesforce = Complete Integration
- Slide Features Screen Recording -
See Webinar On Demand Recording to see Walk
Building Lead Score - Salesforce << >> Autopilot
- Slide Features Screen Recording -
See Webinar On Demand Recording to see Walk
Building Lead Score - Salesforce << >> Autopilot
- Slide Features Screen Recording -
See Webinar On Demand Recording to see Walk
24
Lead Scoring
People who have given us their email, but do not
appear ready to purchase. Many of these folks need
to be identified or qualified.
Personalized Journeys
Each buyer personas has their own desires and
needs. By personalizing their journey we can push
them farther down the funnel while keeping
engagement high
Improve Reporting
Marketing rarely knows what happens to a lead after
it is sent to sales, but it is time for that to change.
We should know when sales picks up a lead and
integrate that into our analytics.
Increase new customer
conversion rate
When focused on the Real Thread business we agreed to
improve their rate of acquiring new customers. Instead of
spending money on more reach, we wanted to take
advantage of what we already had. LOTS of LEADS!!!!
Goal
Personalized Journeys
Turn hundreds of leads per
month into sales qualified
leads (SQL).
Create Personalized Journey Draft
Autopilot	
Newsletter
Designer
Apparel,	designer Business	Owner Human	Resources Marketer Qualified	Lead Outbound	Lead
Collect Customer Information - Autopilot
- Slide Features Screen Recording -
See Webinar On Demand Recording to see Walk
Collect Customer Information - User Experience
- Slide Features Screen Recording -
See Webinar On Demand Recording to see Walk
Graphic Designer
Send Personalized Journey - Autopilot
Designer, Apparel
Send Personalized Journey - Autopilot
Business Owner
Send Personalized Journey - Autopilot
32
Lead Scoring
People who have given us their email, but do not
appear ready to purchase. Many of these folks need
to be identified or qualified.
Improve Reporting
Marketing rarely knows what happens to a lead after
it is sent to sales, but it is time for that to change.
We should know when sales picks up a lead and
integrate that into our analytics.
Personalized Journeys
Each buyer personas has their own desires and
needs. By personalizing their journey we can push
them farther down the funnel while keeping
engagement high
Increase new customer
conversion rate
When focused on the Real Thread business we agreed to
improve their rate of acquiring new customers. Instead of
spending money on more reach, we wanted to take
advantage of what we already had. LOTS of LEADS!!!!
Goal
Create analytics integration
to give leadership more data
on what the customer is
doing.
Improve Reporting
Report Role in Analytics - Autopilot >> Segment
- Slide Features Screen Recording -
See Webinar On Demand Recording to see Walk
Report Role in Analytics - Segment >> Amplitude
- Slide Features Screen Recording -
See Webinar On Demand Recording to see Walk
Report Role in Web Analytics - Segment >> Kissmetrics
- Slide Features Screen Recording -
See Webinar On Demand Recording to see Walk
37
Lead Scoring
People who have given us their email, but do not
appear ready to purchase. Many of these folks need
to be identified or qualified.
Personalized Nurture
Each buyer personas has their own desires and
needs. By personalizing their journey we can push
them farther down the funnel.
Improve Reporting
Marketing rarely knows what happens to a lead after
it is sent to sales, but it is time for that to change.
We should know when sales picks up a lead and
integrate that into our analytics.
Increase new customer
conversion rate
When focused on the Real Thread business we agreed to
improve their rate of acquiring new customers. Instead of
spending money on more reach, we wanted to take
advantage of what we already had. LOTS of LEADS!!!!
Goal
Thanks For
Coming.
Dan McGaw
CEO at EffinAmazing.com
Dan McGaw
CEO at EffinAmazing.com
Tim Ash
CEO @Sitetuners
Questions?

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Automating your Conversions with Marketing Automation

  • 2. 2 Tim Ash CEO @Sitetuners Introduction International digital marketing keynote speaker & thought leader, CEO of strategic conversion rate optimization agency SiteTuners, bestselling author of Landing Page Optimization: The Definitive Guide to Testing and Tuning for Conversions - 2nd edition (John Wiley Press), founder of worldwide Digital Growth Unleashed conference series.  Some of Their Awesome Clients
  • 3. 3 Dan McGaw CEO @EffinAmazing Introduction Dan McGaw is an award-winning entrepreneur and speaker. He is also the Founder and CEO of Effin Amazing, an analytics and growth consultancy that helps product and marketing teams get data driven and optimize their businesses. Coined as one of the original growth hackers, he has led the teams at Kissmetrics.com and CodeSchool.com. You can find him on most social networks, or follow him on Twitter at @DanielMcgaw. Just a handful of our amazing clients
  • 6. 6 Introduction RealThread.com Custom T-shirt printing has never felt so good. Real thread is a custom t-shirt printer which has some of the softest inks to ensure your customers enjoy wearing your shirts. The print for fashion lines, startups and all sorts of businesses. Their Customers
  • 7. 7 Lead Scoring People who have given us their email, but do not appear ready to purchase. Many of these folks need to be identified or qualified. Improved Reporting Marketing rarely knows what happens to a lead after it is sent to sales, but it is time for that to change. We should know when sales picks up a lead and integrate that into our analytics. Personalized Journeys Each buyer personas has their own desires and needs. By personalizing their journey we can push them farther down the funnel while keeping engagement high Increase new customer conversion rate When focused on the Real Thread business we agreed to improve their rate of acquiring new customers. Instead of spending money on more reach, we wanted to take advantage of what we already had. LOTS of LEADS!!!! Goal
  • 8. Online OrdersProblem - Slide Features Screen Recording - See Webinar On Demand Recording to see Walk Through
  • 9. Offline OrdersProblem - Slide Features Screen Recording - See Webinar On Demand Recording to see Walk Through
  • 10. Lots of inbound leadsProblem - Slide Features Screen Recording - See Webinar On Demand Recording to see Walk Through
  • 11. Doing lots of outbound prospectingProblem
  • 12. Problem Customers were tracked in siloed platforms, giving us no visibility into the customer journey.
  • 14. 14 Luckily when we got to Real Thread they were already using some of our favorite tools, Segment and Salesforce. To really accomplish the job though we needed a marketing automation tool, improved communication and better reporting. Original Real Thread Stack
  • 15. 15 Your stack should work together as one cohesive unit. Each tool should be able to collect and send information to others tools when possible. New Real Thread Stack
  • 16. Lead Scoring Turn thousands of prospects per month into marketing qualified leads (MQL).
  • 18. Identity and Behavior driven.Create Lead Score Model
  • 19. Tag Manager >> Segment = Behavior Data Added Everywhere - Slide Features Screen Recording - See Webinar On Demand Recording to see Walk
  • 20. Segment >> Clearbit >> Segment = Identity Data - Slide Features Screen Recording - See Webinar On Demand Recording to see Walk
  • 21. Clearbit >> Segment >> Autopilot << >> Salesforce = Complete Integration - Slide Features Screen Recording - See Webinar On Demand Recording to see Walk
  • 22. Building Lead Score - Salesforce << >> Autopilot - Slide Features Screen Recording - See Webinar On Demand Recording to see Walk
  • 23. Building Lead Score - Salesforce << >> Autopilot - Slide Features Screen Recording - See Webinar On Demand Recording to see Walk
  • 24. 24 Lead Scoring People who have given us their email, but do not appear ready to purchase. Many of these folks need to be identified or qualified. Personalized Journeys Each buyer personas has their own desires and needs. By personalizing their journey we can push them farther down the funnel while keeping engagement high Improve Reporting Marketing rarely knows what happens to a lead after it is sent to sales, but it is time for that to change. We should know when sales picks up a lead and integrate that into our analytics. Increase new customer conversion rate When focused on the Real Thread business we agreed to improve their rate of acquiring new customers. Instead of spending money on more reach, we wanted to take advantage of what we already had. LOTS of LEADS!!!! Goal
  • 25. Personalized Journeys Turn hundreds of leads per month into sales qualified leads (SQL).
  • 26. Create Personalized Journey Draft Autopilot Newsletter Designer Apparel, designer Business Owner Human Resources Marketer Qualified Lead Outbound Lead
  • 27. Collect Customer Information - Autopilot - Slide Features Screen Recording - See Webinar On Demand Recording to see Walk
  • 28. Collect Customer Information - User Experience - Slide Features Screen Recording - See Webinar On Demand Recording to see Walk
  • 29. Graphic Designer Send Personalized Journey - Autopilot
  • 30. Designer, Apparel Send Personalized Journey - Autopilot
  • 31. Business Owner Send Personalized Journey - Autopilot
  • 32. 32 Lead Scoring People who have given us their email, but do not appear ready to purchase. Many of these folks need to be identified or qualified. Improve Reporting Marketing rarely knows what happens to a lead after it is sent to sales, but it is time for that to change. We should know when sales picks up a lead and integrate that into our analytics. Personalized Journeys Each buyer personas has their own desires and needs. By personalizing their journey we can push them farther down the funnel while keeping engagement high Increase new customer conversion rate When focused on the Real Thread business we agreed to improve their rate of acquiring new customers. Instead of spending money on more reach, we wanted to take advantage of what we already had. LOTS of LEADS!!!! Goal
  • 33. Create analytics integration to give leadership more data on what the customer is doing. Improve Reporting
  • 34. Report Role in Analytics - Autopilot >> Segment - Slide Features Screen Recording - See Webinar On Demand Recording to see Walk
  • 35. Report Role in Analytics - Segment >> Amplitude - Slide Features Screen Recording - See Webinar On Demand Recording to see Walk
  • 36. Report Role in Web Analytics - Segment >> Kissmetrics - Slide Features Screen Recording - See Webinar On Demand Recording to see Walk
  • 37. 37 Lead Scoring People who have given us their email, but do not appear ready to purchase. Many of these folks need to be identified or qualified. Personalized Nurture Each buyer personas has their own desires and needs. By personalizing their journey we can push them farther down the funnel. Improve Reporting Marketing rarely knows what happens to a lead after it is sent to sales, but it is time for that to change. We should know when sales picks up a lead and integrate that into our analytics. Increase new customer conversion rate When focused on the Real Thread business we agreed to improve their rate of acquiring new customers. Instead of spending money on more reach, we wanted to take advantage of what we already had. LOTS of LEADS!!!! Goal
  • 38. Thanks For Coming. Dan McGaw CEO at EffinAmazing.com
  • 39. Dan McGaw CEO at EffinAmazing.com Tim Ash CEO @Sitetuners Questions?