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The Human Side 
of Marketing Automation 
Presented by Dan Stasiewski 
@danstasiewski
The Human Side of 
Marketing 
Automation 
● About 
● Marketing Automation Then 
● Marketing Automation Now 
● How To Get Started
10 Years Ago
Connected Marketing Operations 
with CRM Software
List + Drip Email = Automation
Old Paradigm
“The very last thing 99% of 
companies out there should be 
doing is automating their approach 
to marketing.” 
- Brian Halligan, CEO of HubSpot
New Paradigm
How Do You Achieve That?
It Doesn’t Matter Which Service
It Doesn’t Matter Which CRM
The Tools
Website 
Social 
Content 
Blog 
Email 
Advertising 
Automation
Website 
Content 
Social 
Blog 
Email 
Advertising 
Automation
The Great Convergence
+ 
+
+ 
+
+ 
+
+ 
m
+ 
$42M
Why?
“Now, nearly any marketing, commerce or 
customer service professional from any business 
will have the ability to deliver the kinds of 
personalized customer experiences that make a 
measurable impact on the brand experience and 
the bottom line.” 
- Craig Hayman, GM, Industry Cloud Solutions, IBM
“By augmenting our industry-leading marketing 
automation with Insightera’s real-time 
personalization capabilities, we are delivering on 
our vision to unify disparate channels and create 
timely, individualized relationships.” 
- Phil Fernandez, President and CEO of Marketo
“The Holy Grail for customer personalization is 
rooted in a deep, meaningful understanding of our 
audiences and communities.” 
-Kevin Akeroyd, General Manager of the 
Oracle Marketing Cloud
“To create a truly remarkable business by definition 
your approach to interacting with prospects, 
customers and leads should be personalized and 
lovable, not automated.” 
- Brian Halligan, CEO of HubSpot
74% of online consumers 
get frustrated with websites 
when content appears that 
has nothing to do with their 
interests. 
(Janrain.com) 
Calls-to-action targeted to the 
user had a 42% higher view-to-submission 
rate (HubSpot)
Relevance 
Matters
Relevance 
Matters
The Human Side of 
Marketing Automation 
1. Define Buyer Personas 
2. Target Personas with Personalized Content 
3. Score Based on Who They Are and What they Do
The Human Side of 
Marketing Automation 
1. Define Buyer Personas 
2. Target Personas with Personalized Content 
3. Score Based on Who They Are and What they Do
The Human Side of 
Marketing Automation 
1. Define Buyer Personas 
2. Target Personas with Personalized Content 
3. Score Based on Who They Are and What they Do
Personas
Buyer Personas 
1. Who They Are 
2. Where Do They Look for Info 
3. What Their Main Concerns 
4. What Solutions Can You Provide
Exercise #1 - Define Buyers 
● List 3 Targeted Buyer Groups 
● Identify Common Traits for Each Group 
● Determine an Educational Offer Idea for Each Group
Lead 
Scoring
Lead Scoring 
1. Engagement 
2. Behavior 
3. Persona
Lead Scoring 
1. Engagement 
2. Behavior 
3. Persona
Lead Scoring 
1. Engagement 
2. Behavior 
3. Persona
Exercise #2 - Scoring Leads 
● Define Engagement Scores 
● Define Behaviors Scores 
● Define Persona Scores
Questions? 
kunocreative.com/dan 
dans@kunocreative.com

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The Human Side of Marketing Automation

  • 1. The Human Side of Marketing Automation Presented by Dan Stasiewski @danstasiewski
  • 2. The Human Side of Marketing Automation ● About ● Marketing Automation Then ● Marketing Automation Now ● How To Get Started
  • 4. Connected Marketing Operations with CRM Software
  • 5.
  • 6. List + Drip Email = Automation
  • 8.
  • 9.
  • 10.
  • 11. “The very last thing 99% of companies out there should be doing is automating their approach to marketing.” - Brian Halligan, CEO of HubSpot
  • 13. How Do You Achieve That?
  • 14. It Doesn’t Matter Which Service
  • 15. It Doesn’t Matter Which CRM
  • 16.
  • 17.
  • 19. Website Social Content Blog Email Advertising Automation
  • 20. Website Content Social Blog Email Advertising Automation
  • 22. + +
  • 23. + +
  • 24. + +
  • 25. + m
  • 27. Why?
  • 28. “Now, nearly any marketing, commerce or customer service professional from any business will have the ability to deliver the kinds of personalized customer experiences that make a measurable impact on the brand experience and the bottom line.” - Craig Hayman, GM, Industry Cloud Solutions, IBM
  • 29. “By augmenting our industry-leading marketing automation with Insightera’s real-time personalization capabilities, we are delivering on our vision to unify disparate channels and create timely, individualized relationships.” - Phil Fernandez, President and CEO of Marketo
  • 30. “The Holy Grail for customer personalization is rooted in a deep, meaningful understanding of our audiences and communities.” -Kevin Akeroyd, General Manager of the Oracle Marketing Cloud
  • 31. “To create a truly remarkable business by definition your approach to interacting with prospects, customers and leads should be personalized and lovable, not automated.” - Brian Halligan, CEO of HubSpot
  • 32.
  • 33. 74% of online consumers get frustrated with websites when content appears that has nothing to do with their interests. (Janrain.com) Calls-to-action targeted to the user had a 42% higher view-to-submission rate (HubSpot)
  • 36.
  • 37. The Human Side of Marketing Automation 1. Define Buyer Personas 2. Target Personas with Personalized Content 3. Score Based on Who They Are and What they Do
  • 38. The Human Side of Marketing Automation 1. Define Buyer Personas 2. Target Personas with Personalized Content 3. Score Based on Who They Are and What they Do
  • 39. The Human Side of Marketing Automation 1. Define Buyer Personas 2. Target Personas with Personalized Content 3. Score Based on Who They Are and What they Do
  • 41. Buyer Personas 1. Who They Are 2. Where Do They Look for Info 3. What Their Main Concerns 4. What Solutions Can You Provide
  • 42.
  • 43.
  • 44.
  • 45.
  • 46.
  • 47. Exercise #1 - Define Buyers ● List 3 Targeted Buyer Groups ● Identify Common Traits for Each Group ● Determine an Educational Offer Idea for Each Group
  • 49. Lead Scoring 1. Engagement 2. Behavior 3. Persona
  • 50. Lead Scoring 1. Engagement 2. Behavior 3. Persona
  • 51. Lead Scoring 1. Engagement 2. Behavior 3. Persona
  • 52.
  • 53. Exercise #2 - Scoring Leads ● Define Engagement Scores ● Define Behaviors Scores ● Define Persona Scores