How To: Automate Your Customers' Journey [Video]

One of the easiest and most efficient ways for a company to maintain relationships with their customers is through marketing automation. It takes the manual effort out of moving your leads through the customer journey and frees up time. By using marketing automation technology you can create immediate relationships with your leads and provide additional offers that will entice the lead to make a purchase. Automated emails also allow you to attract more leads and keep your current customers engaged. When it comes to your customer’s journey, make sure you have all the tools in place to keep up with them every step of the way.

We have created this video to educate business owners about the power of automating your customer journey and its ability to increase both your profits and your customer base.


The ultimate goal of any business is to grow by maintaining and building relationships with their existing and potential customers. In order to do this, you need automation to manage the flow of your customers’ journeys. 

So, here’s what automating your customer’s journey should look like.

First, people are routed to your landing page via a paid ad. There, they will see a short form, and they will expect a compelling offer to explain why they should fill it out. Remember to add a clear call to action here.

Once they fill out the form, you can import their information over into your CRM. But now what? Now, you use automation to increase customer engagement alongside their marketing journeys. People will expect an automated email containing your landing page's offer to go to their inbox. By creating emails that are custom to your offers in advance, you can establish an immediate relationship with your lead and provide an offer instantly to them.

Not only are automated emails easier for you, saving you time, but they instill trust in your brand because customers expect regular communication. Additionally, a loyal customer could be rewarded with bonus content and discounts. Alternatively, you could reach out to low-engaging subscribers by sending a “we miss you” email and outlining why they signed up in the first place.

These automated emails show a level of professionalism that builds trust and increases revenue and engagement. This professionalism is guaranteed to turn around your business. It takes work off your hands while also building your brand and increasing profits.

To find out more about customer journeys, automation and other key know-how, check out our website using the link provided. 


If you liked this video and are interested in growing your business, you will want to check out our guide, Marketing Matrix 101: Top Channels to Grow Your Small Business.


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