Hiring A Fractional CMO: Your Path To Increased Revenue, Maximizing Profits & Driving Efficiency
In the realm of executive search talent, a transformative trend is rapidly taking shape: the ascent of the Fractional Chief Marketing Officer (CMO). This innovative solution is becoming increasingly popular among both high-growth companies and well-established organizations. They are choosing a fractional CMO when the prospect of hiring a full-time C-Suite marketing leader isn’t the optimal fit, proves to be cost-prohibitive, or appears too risky.
Hiring C-Level Expertise Without the Full-Time Commitment
Hiring a fractional CMO empower businesses with access to C-level expertise, offering strategic guidance and leadership, without incurring the financial commitment of a full-time executive. As businesses evolve and seek to distinguish themselves from their competitors, comprehending the intricacies of how fractional CMOs operate and the manifold benefits they bring becomes indispensable.
Why Fractional CMOs Matter
In an ever-evolving business landscape, staying ahead is imperative. Fractional CMOs not only provide an affordable and flexible alternative but also represent a key to unlocking invaluable marketing insights and strategies to drive growth. Embracing this trend can be the game-changer your organization needs to thrive in the modern marketplace.
What is a Fractional CMO?
A Fractional CMO is a highly skilled and experienced marketing executive who works with your organization on a part-time or project basis. They provide the strategic leadership and guidance required to maximize your marketing efforts.
Services Fractional CMO’s Provide
1. Marketing Strategy Development
Our Fractional CMOs create comprehensive marketing strategies tailored to your business objectives, ensuring every effort aligns with your goals.
2. Team Leadership & Management
We guide your marketing team, enhancing their capabilities, and streamlining their operations to achieve better results
3. Campaign Planning & Execution
From concept to execution, we plan, execute, and optimize your marketing campaigns for maximum impact.
4. Data-Driven Insights
Leveraging data analytics, we provide in-depth insights to optimize your marketing efforts and increase ROI.
5. Brand Development
We help you craft a unique and compelling brand story that resonates with your target audience.
6. Market Research
Understanding your market is key. Our Fractional CMOs conduct thorough research to uncover new opportunities and customer insights.
7. ROI Tracking & Reporting
We keep you informed about the performance of your marketing initiatives, ensuring transparency and accountability.
Why Choose a Fractional CMO?
Cost-Effective: Get high-level expertise without the expense of a full-time CMO.
– Flexibility: Scale up or down based on your needs and budget.
– Industry Insights: Benefit from diverse industry experience and knowledge.
– Strategic Focus: Our Fractional CMOs are dedicated to your success.
– Measurable Results: We focus on delivering results that matter.
Introducing Our Fractional CMO Services
Are you ready to take your marketing efforts to the next level? Our Fractional Chief Marketing Officer (CMO) services are the solution you’ve been searching for. With our experienced marketing professionals, you can benefit from top-level strategic expertise without the high cost of a full-time CMO.
Ready to Elevate Your Strategic Marketing Game?
Contact us today to learn more about our Fractional CMO services and how we can drive your marketing success. Let’s work together to take your brand to new heights.
The Quiz was designed for business owners and managers who want to create growth in their businesses. C3 helps you work out a direction – where to put your resources, where to focus your marketing efforts to get the best returns for your business.
C3 is a Quiz. It is designed to help provoke thought and turn that into action.
You are asked to complete 16 questions relating to the marketing and brand of your business. You are provided with analysis of:
Where you see the problems in your growth
Where you see your team’s skills
What this tells you about your priorities for growth.
To maximize the value of the results requires detailed analysis and conversation to open all the possibilities as they apply to your business and industry.
With that in mind we offer you support with a coaching call for 30 mins to talk through your results, and there are detailed videos on our website to support your analysis.
At the end of the day, it is a Quiz, have fun and we hope you enjoy the experience we have created for you.By completing the C3 Quiz it will help you determine what skills you are seeking in a Fractional CMO. If your results indicate you are more COLLECT Dominant then you need somebody with stronger Marketing/Brand skills, if your results indicate you are more CONVERT Dominant – you need someone with a stronger Technology and Sales background, if your results indicate you are more CREATE Dominant then you need someone with strong Production skills and client focused skills.
Marketing is a critical aspect of your company or business, serving as a medium to connect with potential customers, create awareness, and generate new leads. In marketing, many tasks are repetitive. You need to develop new strategies and maintain connections with leads and customers. It is indeed a time-consuming process, isn’t it? Additionally, you require extra manpower to manage your marketing campaigns, resulting in increased expenses for your business.
Marketing automation is, in fact, a technology that automates marketing processes and multifunctional campaigns across multiple channels. That’s a relief right? Now you can manage your marketing campaigns automatically without the need for extra manpower!
How exactly does marketing automation work?
At first glance, marketing automation may sound like it is primarily used for automating email marketing, but it actually does more than just automating emails. Let’s take a look at the ways in which marketing automation helps us streamline the process and save time:
Lead generation and nurturing
Email Marketing
Social media management
Customer relationship management (CRM)
Analytics and Reporting
Personalization
Segmentation
Scalability
What benefits may Marketing Automation provide for your company?
To keep your customers and prospects engaged, numerous repetitive tasks are necessary, such as email marketing, social media uploads, and many others. Marketing automation helps streamline this process. It’s not just about saving time but also addressing the following aspects that are beneficial for your business:
Personalized customer experience:
Marketing automation tailors messages to individual preferences, creating a uniquely personalized customer journey. Personalization deepens customer connections, increasing engagement and the likelihood of conversion.
Enhanced efficiency and creativity:
Automation streamlines marketing tasks, freeing up time for your team to brainstorm innovative strategies and content. Efficiency boosts creativity, allowing you to focus on crafting more compelling and engaging campaigns.
Improved customer retention:
Marketing automation nurtures existing customers with relevant content, fostering loyalty and repeat business. By tracking customer behavior and preferences, automation helps you anticipate their needs and proactively address them.
Prompt customer service:
Automation ensures rapid response to customer inquiries, providing a seamless and satisfying experience. Immediate customer service not only resolves issues quickly but also leaves a positive impression on your audience.
How to choose a Marketing Automation Software?
Now, how can you identify whether this marketing automation software is the best or if another one is better? There are some key features of automation software. If the software provides these features, then you are good to go.
Builder for Landing Pages and Campaigns:
The Landing Page and Campaign Builder makes it easy to create attractive marketing materials, helping you connect with more customers and improve your results. It’s a handy tool to boost your marketing efforts.
CRM Integration:
CRM integrations help by connecting customer information with your business processes, making things smoother and focusing more on customers.
Reports and Statistics:
The feature of Reports and Statistics provides valuable insights, enabling data-driven decisions and improving overall performance in any business or organization. With this you can also keep a track of your achievements and areas of improvement.
Personalize communications with all of your contacts:
This feature enables you to create tailored messages for every contact, fostering stronger and more meaningful relationships with your audience.
Nurture leads without putting in extra effort:
This feature allows you to effortlessly nurture leads, saving time and resources while maintaining strong customer relationships.
Generate leads with lead capture forms and landing pages:
This feature allows businesses to effortlessly expand their customer base by capturing leads through user-friendly forms and engaging landing pages, boosting their marketing efforts and potential for growth.
Target customers with the highest purchasing potential and boost conversions:
This feature allows you to pinpoint customers with the greatest purchasing potential, resulting in significant conversion rate improvements.
When it comes to small businesses, KEAP (Infusionsoft) emerges as a valuable solution worth considering. Its user-friendly interface, powerful automation tools, and comprehensive CRM capabilities make it a practical choice for entrepreneurs seeking to streamline their sales and marketing efforts. With features like email marketing and e-commerce integration, Keap can help small businesses better connect with their target audience and improve their conversion rates.
Automation Agency, Co-founded by Jason Benedict and Therese Benedict, is a KEAP Certified Partner. With a strong focus on marketing automation and client success, this agency brings a wealth of expertise to businesses seeking to harness the full potential of KEAP’s capabilities. Their commitment to helping clients streamline processes, boost efficiency, and achieve marketing goals makes Automation Agency a trusted resource for those looking to elevate their marketing and sales strategies through the power of KEAP.
(Chandler, Ariz. – May 16, 2023) – Automation Agency, a leading digital marketing agency and Keap Certified Partner, has been awarded 2022 “KKOP Partner of the Year” for their exceptional Keap coaching, training, and onboarding services. The award recognizes Automation Agency’s commitment to excellence, innovation, and leadership in helping small businesses leverage the power of sales and marketing automation with Keap. Keap is an all-in-one CRM, automation software, and sales solution for small businesses to grow revenue and save time.
“We are thrilled to receive this prestigious award from Keap again,” said Jason Benedict, Co-Founder of Automation Agency. “We have built an amazing team over the last ten years that is highly skilled and dedicated to delivering world-class coaching, training, and onboarding to Keap users,” said Therese Benedict, Co-Founder of Automation Agency.
Viewed as a trusted advisor in the world of sales and marketing automation, the Automation Agency – husband & wife team, Jason & Therese Benedict, have built an unwavering reputation for delivering consistent results. In 2017, they were the first Keap Certified Partner to ever receive the prestigious “KKOP Partner of the Year” award. And now, they are the only Keap Certified Partner to have achieved that same honor twice.
“This recognition is a testament to our relentless innovation, hard work, and dedication to the overall success of small businesses. It reinforces the Automation Agency’s commitment to providing our customers with innovative marketing solutions they can trust,” added Jason Benedict.
The Automation Agency is incredibly skilled at developing go-to-market strategies, flowchart and funnel diagram mapping, and developing Keap marketing automation campaigns that increase sales growth, margin growth, and value growth for small businesses.
Through a combination of hands-on training and on-demand support, Automation Agency has successfully onboarded, coached, and trained more than 5,000 small business owners, resulting in significant growth and success. The company has been instrumental in helping Keap users maximize the potential of the Keap CRM through targeted and personalized training sessions that adapt to varying skill levels.
“Jason & Therese Benedict are more than just the Co-Founders of the Automation Agency, they are true partners to Avalon Pharmacy and are deeply committed to our continued growth and success,” said Amit Kakar, PharmD. Owner of Avalon Pharmacy.
“We’ve been working with the Automation Agency for three years now and have learned so much about marketing automation and how to effectively engage with our patients. In return, its created consistent growth and freedom to focus on my other passions in life,” added Kakar.
About Automation Agency The Automation Agency is an award-winning marketing agency that helps small businesses to collect more leads, convert more clients, and create more fans by leveraging the power of their proven and tested C3 Growth Framework. It was founded by husband-and-wife team Jason & Therese Benedict. For more information about the Automation Agency’s services or to speak with a Keap Marketing Automation Expert about how they can help your business grow, call or text 602.900.9345 or visit their website at https://automation.agency/.
For many entrepreneurs, marketing automation is the key to unlocking major growth opportunities in their business. When approached strategically, automation gives business owners more control and efficiency in their operations, allowing them to focus on what really matters: growing their business. In this blog post, we’ll explore how to use automation and why it’s an essential tool for success. If you are a busy business owner who dreams of significantly growing your company, keep reading to discover all of the amazing benefits you can achieve from working with automation!
Marketing automation has quickly become the most important tool for small business owners in almost every vertical. It’s a great way to save time and effort while simultaneously gaining valuable insight into the likes and interests of both customers and prospects. With marketing automation, you can achieve clear and measurable results with simple sales and marketing campaigns that include personalized follow up emails, happy birthday campaigns, re-engagement campaigns, lead generation, social media posts, and much more.
In a recent interview, Automation AgencyCo-Founder, Jason Benedict, talks about how marketing automation has transformed the lives of the thousands of business owners that he has worked with. “Marketing automation is literally the backbone of our business. We coach, train, and onboard about a hundred small businesses every month using a CRM (Customer Relationship Management) platform called Keap. Automation Agency is Keap Certified Partner, which means that everyone on our team is an expert at using and implementing the marketing automation software. We are automation evangelists; We absolutely love it! We use it very successfully in our own business. We eat, sleep, drink and breathe automation, but without losing the personal human element and relationship with each prospect and client!”
The Automation Agency teaches their clients their C3 Growth Framework, a proven and tested process that helps business owners to consistently grow sales by focusing on three main growth engines: collecting leads, converting clients, and creating fans. The C3 Growth Framework, developed by Jason & Therese Benedict, ensures that businesses are able to create a frictionless and personalized experience for customers so they keep coming back again and again! To help businesses identify their biggest challenges, gaps, and opportunities for growth the Automation Agency has created a free assessment tool called the C3 Quiz
Founded in 2014, the Automation Agency has experienced exponential growth in the last three years as companies have invested more and more into their digital strategies since the pandemic. Their well-rounded team of experts specializes in all things digital marketing: email acquisition, cold list marketing, email marketing, lead generation, copywriting, reputation management, social media marketing, integrations, website development, and much more! Their true passion is tying it all together with automation.
Utilizing automation to unlock growth in your businesses will ensure that you connect with your contacts during the most important touchpoints in the customer journey. This includes following up with current clients, reaching out to prospects, gathering information, and patching up any gaps you may have in the sales process.
The Automation Agency begins this process by launching a deep dive into businesses and mapping out their customer journeys. We call this first step a Flowchart or a Funnel Diagram. The Flowchart is a visual representation of how your company wants to take its customers through one of the categories in the C3 Framework (collecting leads, converting clients, or creating fans). Mapping out the full process and doing a series of discovery meetings makes sure to identify and fix any gaps that may be holding a business back from achieving more growth.
The Automation Agency Team loves getting to know new business owners and learning about their processes, all while creating an unforgettable impact. From providing professional copywriting to finding the perfect timing to send automated messages, to utilizing SMS or voicemail drops – they have it all covered!
One of the Automation Agency’s most popular solutions for busy entrepreneurs is their innovative LinkedIn automation solution. It empowers business owners to save time and get the most out of their online presence. Through the revolutionary BEEP Method (Build, Engage, Educate & Promote), this powerful tool enables company leaders to connect with their target audience in an effective, yet personal way. Thus, freeing up resources for activities like engaging current customers or hosting webinars.
Automation is one of the most useful tools at any business’s disposal today, but many business owners don’t realize just how much they could be benefiting from its use. From providing better customer service at scale and tracking ROI across multiple channels, automating certain processes can help your business save time and money, all while delivering top-notch results. If you’re looking for ways to increase efficiency without sacrificing quality or accuracy, then automation is definitely worth exploring!
Keeping track of the latest developments in an ever-changing technological world is challenging. One thing has become increasingly clear — businesses need to standardize their technology stack. It means having a specific set of technologies used across the board to unify processes and simplify operations.
Standardizing your technology stack brings several benefits, including cost savings and increased efficiency. Let’s look at the 13 reasons businesses should standardize their technology stack in 2023.
1. Having A Standardized Technology Stack Is Critical To Growth
It becomes difficult to scale up without an organized system for managing your technology. Imagine being in a situation where you can increase your workforce and your base of operations. However, you experience multiple delays because you cannot create the same platform for the other location.
There are no common apps, software, or hardware used. Your company has been surviving, but there’s no standard to follow. You limit yourselves and must create this organization first, delaying your expansion and a profitable year ahead.
A standardized tech stack will allow you to identify what you need to update or replace. You can do so without disrupting operations or creating unnecessary costs. Imagine having a set platform for cloud solutions or communication apps. You only need to add more or upgrade to the next level of service to accommodate the scaling.
When you haven’t prepared it yet, you’ll spend a lot of time looking for applications and might settle on something beyond your budget. It can even be small inefficiencies, but they add up and make it difficult for you to grow.
It all begins with what you have now. Organize everything you need to keep your business running. Take note of all the applications and platforms to see if it’s possible to scale up with them down the line. When you find they are incapable, you can address them now instead of stopping your momentum in the future. Make sure everything has a paper trail for easier reference.
2. Eliminates Technology Crossover & Redundancy
When different departments are using varying software solutions, it risks redundancy. It usually happens when there’s no set standard and a communication gap between these areas.
Your marketing company may use a different project management tool than your developers. When they need to work together, it creates confusion, and departments begin arguing about which tools to use.
It also creates an environment where people are trying to look for the information they need. However, they have to communicate with the other department. It can also cause delays as there is no standard platform for all the work.
Another scenario is when both departments did not communicate their software needs. This leads the company to pay for two subscriptions of a single service. One account is enough to accommodate all, but there’s no standard, and the company spends more for both to have the same set of tools. It’s redundant and only affects your efficiency. You want to have a standard set of tools for all departments. This reduces the chance of data overlap and unnecessary costs. Not only that, but you’ll also experience a more efficient and productive work environment.
Solve the technology crossover by addressing them now before they become an issue. Talk to all your teams and learn what platforms they use and what can benefit your company. From there, help the other departments transition into a single set of tools to use company-wide. They’ll thank you later when work is easier with the same programs and platforms.
3. Reduces Technology Costs
Standardizing your technology stack can save you money in the long run by avoiding costly customizations. It also keeps you from buying multiple versions of the same software solution for different departments or users.
Instead of dealing with technology issues as they come, you address them as a company-wide application instead. For example, if the company needs a tool, you can ask the heads of each department if they need any specific add-ons or if there’s any software they prefer.
You’ll get input from each part of the organization, narrowing the costs and helping you identify what features you need. You’ll be able to save money by choosing the right software that hits all the boxes and then only paying one cost for everything.
Standardization makes it easy to manage spending because you know what tech solutions your company uses. That goes for every department across your organization at any given time. It will be less stressful to budget everything as a whole instead of smaller individual pieces.
On the other side of this issue, a company with a standardized technology stack may suffer from overspending on one platform. You only get software for one department, but another needs it too. They cannot borrow the other accounts, so you have to pay for another subscription. The costs double instead of only slightly increasing from your initial spending.
With standardization, you know what your company needs and can evaluate when something is no longer necessary. For example, one of your tools gains another feature once unique to another app. The other app becomes redundant, and you can remove it from the company, removing unnecessary spending.
4. Less Staff Training
When you implement a standardized technology stack, every company member accesses the same tools. This goes for software and hardware too. With it, you’ll only need one set of training manuals to teach everyone to use technology adopted by your organization. You’ll save time and money by having a single training session from a central point everyone learns from.
Staff can also help and support each other because they use the same tools. When you need to improve through training, you only need one cost to help your entire organization. You’ll also gain valuable insight as there are likely people in your company with the expertise to use these tools. They’ll also act as help for those onboarding, making transitions easier.
There will also be only one point of reference for any issues with the software. Compare it to a company that uses software that fulfills the same thing. Having two different software means you’ll train each group separately to become experts on their respective tools. Not only that, but it will be difficult for them to collaborate because each tool’s features may be different.
Not to mention there are also compatibility issues. Some tools do not work well with others, leading you to start from scratch to replicate the same results. You can easily avoid this with a technological standard that applies to all. It does not matter if one tool is better than the other. What matters is that everyone understands and uses the same ones.
5. Increases Efficiency & Understanding
With a standardized tech stack, your team can become more efficient because there is only one system for them to learn. This is better than grasping multiple systems that require extra time and energy. It may be a challenge to find ways to make them work together. With everyone in the same direction, it’s easier to support one another and transition to different projects using the same tools.
A standardized tech stack will also help understanding grow between each department. Collaboration is much better when everyone can understand the things they’re using. Everyone will be on board when one references something they did for the project.
It also makes transitions, transfers, and new hires easier. Imagine having everyone able to answer questions and teach people who are still trying to get the hang of operations. It’s a much better scenario than waiting for a few experts who are the only ones equipped for the job. Minimizing the amount of technology used also lessens the burden on your staff, especially those who need to work on several things.
As a result, you’ll get a less complex system, simplifying operations in each department. You streamline everything and have everyone working together within one system. This goes the same for hardware, software, policies, and equipment. It will take some time to apply, but the increase you get will affect you for far longer than it takes to set things up.
6. Easier Software Management
A standardized tech stack gives you complete control over aspects of your software management process. Without it, you’ll worry about software compatibility issues with different systems. Not only that, but the same software may even have different versions, which affects the overall workflow. Suddenly, one software has a feature that the others don’t, requiring you to adjust to unnecessary costs.
With a standard, you don’t have to worry about these things. Everything works seamlessly with a unified technology stack in place. Using it will improve your software in many ways:
Have a single software used for specific tasks in the workplace. You’ll have one for documentation, projects, time management, work, and more. In some cases, one software can handle multiple functions: like Keap, a client retention management software that also includes powerful sales and marketing automation solutions.
Have a set policy that updates all software use at regular intervals. It ensures everyone is on the same page and one gets left behind on software changes.
The ability to get multiple licenses at a lower cost with bundling instead of buying software one by one. The more you’ll buy, the higher your bargaining power with a vendor.
It’s easy to budget software needs and check if some departments are lacking specific software.
Onboarding new staff members is also faster because you already know the technology they’ll use. It’s also easier to train them in something that’s your company’s expertise.
7. Requires Less Technical Support On Disperse Systems
You eliminate potential issues by having one unified system rather than disparate systems. Most problems stem from incompatibilities between platforms or issues due to version differentiations. With a single tech stack, you reduce the need for technical support in these areas. It allows you to prepare everything, improving the chances of everything working together.
The uniformity works by decreasing the need for people and guidelines to follow. Everything works as it should for your company.
For example, when your support team uses a single tool, they can easily access it to find solutions. A simple search using the same platform will reveal to them guidelines on how to handle tickets. You give them direction and support without unnecessarily overstretching your resources. They won’t have to grasp at straws when a challenging issue arises because they’ll have a standard.
Over time, your team will learn shortcuts that will make things more efficient with how they handle work. They may have already encountered the issue before or can smoothly navigate the tools to find a solution.
Of course, there will be some situations where it will still be challenging, even if they have standards. It exists to help minimize these scenarios to ensure that your company is operating at its best.
8. Consistent Reporting & Data Analysis
Having a unified platform makes it easy to report and analyze because you can easily compare them across the board. Not only that, but a standard creates a baseline that provides more accuracy toward the results. You’ll know when a marketing strategy isn’t performing as expected or notice if there’s a new trend developing in a specific niche.
All of this operates in a centralized database that you can access, and will contain information from all your departments. You’ll know what to improve, eliminate, change, or add. The best part about accurate data is that it gives you a clearer picture. Many studies prove that data analysis can lead to better business decisions.
As such, all your decisions will be based on statistical facts rather than a gut feeling or second-guess. You don’t have to try and go into your company blind, hoping that the following application you create works. You’ll see if your actions impact the results because you have information gathered to back you up.
Without a standardized tech stack, things will end up as a mess. Even if you have similar categories to measure, it will be hard to determine the best solution because of inaccuracies. There is no baseline, meaning higher performance in one department may not reflect the entire picture. It’s performing better because you see data skewed, favoring one software over the other.
9. Promotes Information Sharing
With all team members working on the same platform, it is easier and faster to share. You’ll be able to do it efficiently. In any sharing scenario, it’s easier for someone to open up and give their ideas when they know that all the others understand them completely. It leaves no room for doubt, and people can also use the ideas shared to add their own, improving upon them.
A standard technology stack also reduces the need for manual processes. There’s less time spent figuring out if other people are using the same software. In the worst-case scenario, you could share solutions to help the team, only to realize that they can’t because they’re using a different set of tools.
With less time spent trying to fiddle and figure things out, staff can dedicate more time to the work. They’ll know what to avoid, including the pitfalls, because other people have shared information about what went wrong with them. They’ll work faster because they see how others do it using the same platform, applying it themselves. The team can also transition faster and support each other when needed, with minimal distractions.
A single platform is also a lot more secure. There is a higher risk of managing information between different platforms. It might lead to sudden corruption, or one of the other platforms may be more vulnerable.
10. Minimizes Downtime
Everyone is ready to start the day. They boot up their systems only to realize that many don’t have the latest update available. They spend half the day updating their programs, and the company cannot proceed with any project while waiting.
With a standardized tech stack, all system and software updates happen on schedule. It also happens to everyone, and no one gets left behind. Because of this, there will be fewer issues of downtime due to problems with updates or outages.
Another issue that can cause downtime is compatibility issues. Everything seems to be working well so far, only for the team to discover that several applications cannot read or open the file. They have to spend time remaking the entire thing, troubleshooting, or even downloading software that does not work. All of these could’ve been avoided with standardization.
Downtime is a serious threat and one that many companies dread happening. A delay in one area can cascade into problems for the entire company. It can cause delays which affect productivity and profitability. Time is money, and a standardized tech stack will help you save both. The only challenging part is the start, as you transition everything and make the policies to keep things running smoothly.
In cases where downtime is unavoidable in a standardized environment, you can evaluate what went wrong. From there, you can apply whatever necessary solution the company comes up with to ensure that it doesn’t happen again.
11. Improved Customer Service
A uniform platform streamlines operations across all departments, meaning people respond faster. Your customer service team will stay on top of inquiries and can access data that your platform tracks. When the company doesn’t have these standards, they will spend time communicating with other platforms and teams. The information should be easy to access. Recent trends show us that customer service helps improve brand trust and loyalty.
Put yourself in the shoes of the customer. Without standardization, you’ll likely get calls or support chats that take too long. You already spend minutes in line and get service that will take a few hours to complete. There will also be cases where you’ll get transferred to another service, and the call drops because of compatibility issues. It is frustrating and will only sour your impression of the company you’re contacting.
A standardized tech stack addresses the concerns, improving your business in customer service. Customers always receive the best possible experience, no matter who they’re talking to in your organization. It’s vital for your customer service team to always remain on the same page. They can do that if they’re running with the same guidelines, software, and hardware.
12. Less Time Managing Vendors
Third-party vendors are essential to most businesses. You have to rely on them because they provide the resources, expertise, and skills your company may lack. There are also times when you have to work using their services and products, all while saving you money. The issue isn’t with the vendors themselves, but what happens when you’re managing multiple of them at once?
Having an unorganized tech stack will cause headaches and also lead you to compromise on subpar tech. You’re trying to keep everyone appeased, but it’s hard to keep a record of everything because they’re on separate platforms. It’s better to have a standard and set that standard with the vendor you’re doing business with. Once they cannot comply with that standard, you’ll narrow your options and find someone better to do it.
In another scenario, standardization allows you to have a single provider that handles all of these vendors. You’ll only have one point of contact, and the provider handles everything else as it’s what they do best. You save time and money, not needing to spend resources unnecessarily. There will be no more contract negotiations and vendor disputes. You’ve directed everything into a single entity to manage.
13. Increased Profitability
A unified platform bridges all your business operations to stay interoperable. You reduce costs while maximizing productivity, translating to increased profitability over time.
You want a standardized tech stack because it helps you free up resources. You’ll be able to automate some tasks and reduce the time needed to fulfill others. You have more people to use up for other things, and it’s also easier to scale up operations. The time you save means more time is available for work.
You’ll also have a happier workforce, and good morale is a strong driver for performance. You can give people more time to rest and take a break. Standardization also gives them an idea that you’re looking into improving their experience as employees.
If there’s any argument that stands above the rest, it’s this one. Businesses are always looking to improve their bottom line. Profit is correlated to success, and the extra money you get opens more opportunities for your business to grow. People have made significant sacrifices to ensure profitability. Standardization is only a bit of a setback to set up in comparison.
Putting It All Together
Standardizing your technology stack may seem intimidating, but its benefits are undeniable. You get greater efficiency in reporting, analysis, and customer service. There is better information sharing with teams, and you’ll ultimately get better profitability. With so many benefits it provides, businesses should make this transition sooner than later!
You don’t have to start unless you want to fulfill a deadline. Standardization can begin small. Begin evaluating what your company uses and what it needs to help with operations. Talk to management teams and department heads to see things from the perspective of your workforce. You can begin drafting software, checking the budget concerning it, and implementing guidelines.
You can do it one at a time. Change your client relationship management (CRM) platform first, then apply a good project management tool. Give your team time to adjust to each one. Over time, they’ll be more receptive to changes because they experience the benefits themselves.
Not only will it help save time and money, but it also ensures you remain competitive. The digital landscape is ever-changing, and standardization helps you focus on the future.
Transitioning to a new technology stack can be daunting.
But it doesn’t have to be! The Automation Agency has the experience and expertise to help you through every step of the process – from planning to execution. We’ll make sure your new technology stack is tailored to your specific needs and that the transition is as smooth and seamless as possible.
Let us take care of everything for you so you can focus on what you do best – running your business. With our help, you’ll be up and running on your new technology stack in no time!
As a small business owner, you are always looking for ways to increase your profit margins. You may think the best way to do this is to cut costs or find new revenue streams. While those are both important, there’s another way to increase the profit margins that you may not have considered — systemization and automation using Keap.
Keap is a software that helps small businesses automate their sales and marketing processes. By leveraging Keap, you can free up your time so that you can focus on other aspects of your business. Additionally, Keap can help you streamline your processes so that you can save money on things like labor costs. Let’s take a look at business automation and how tools like Keap can help you increase your profit margins.
What Is Business Automation?
Business automation allows companies to enhance their offerings and provide a better experience for their customers by using technology to its fullest potential. By automating business processes, your organization can avoid spending time and energy on mundane tasks.
Having your team’s time and energy freed up by automating routine processes like lead generation funnels, sales reports, conversion tracking, email marketing, order monitoring, and more will allow them to better apply their skills to more strategically significant initiatives.
The development of digital banking is a prime example of customer-centric business automation. Customers can avoid long wait times at the bank by handling their financial needs right from their mobile devices.
How To Scale Your Business Through Automation
Here are some guidelines for successfully automating and scaling your organization, no matter your industry or strategy.
Have a Clear Idea of What You Want
Without a doubt, growth and scalability are at the heart of why you should adopt Keap marketing automation in your company. However, before implementing an automated system, it’s crucial to have a firm grasp of your desired outcomes and accomplishments and the areas of your business that need the most attention. Understanding your objectives for automation will help you establish milestones and priorities. After that, you can create long-term plans of action.
Establish Reasonable Objectives
The key to success is setting reasonable objectives and expectations for the many areas you plan to automate. However, don’t establish unrealistic goals or compare your company’s procedures to those of others.
Make Use of Automated Processes Whenever Possible
To successfully expand your business and see the results you seek, you must focus on the tasks that significantly impact your bottom line, such as marketing and sales. Nevertheless, try to think out of the box. Every company can benefit from adding a bit more automation to several processes. It’s time to take stock of all the manual work you put in each day and make a list.
Create a Checklist To Measure Growth
Since tracking your progress is essential for making informed decisions and changes in direction, it’s crucial to establish a set of criteria in advance that can be used as milestones. If you make it a habit to review this list regularly, you’ll have no trouble keeping tabs on the many aspects of your business’ automated processes and determining which are performing as intended, those that require tweaking, and ones you can safely do away with.
Pick the Correct Platform or Tool for Automation
The automation tools and platforms you use should be tailored to the specific business process you’re looking to streamline. There are several specialized platforms available, each with its own set of pros and cons, that can be used for various business operations. When it comes to sales and marketing automation, Keap is one of the best tools out there.
Areas Where Automation Improves Process Efficiency
The process of automating work processes is not without its challenges. Nonetheless, companies can take baby steps in this direction. Here are several areas in which automating might help increase productivity within an organization and, by extension, its bottom line.
Sales and Marketing
Thanks to automation, businesses can better develop sales and marketing strategies that successfully attract and retain new customers. Companies can streamline their sales and marketing processes by automating tasks like lead management, email marketing, customer relationship management (CRM), and social media marketing.
Human Resources
Using automation, the HR department will be able to streamline the hiring process. Automating tasks like interview scheduling, candidate screening, and communicating recruitment status updates can relieve pressure on HR teams and improve prospective employees’ experiences.
Finance and Accounting
By implementing automated accounting systems, companies can eliminate the need for human intervention in a wide variety of financial processes, including computation, auditing, and payment processing. Automating routine tasks allows teams to get more things done because less time is spent on processing.
Project Management
Managing projects effectively is essential for organizations in various industries. When the project management process is automated, the team can spend less time on non-essential administrative tasks and more on strategic activities like development, testing, and new releases. Businesses can save time and effort by automating various processes, including report generation, and resource allocation.
Essential Marketing Processes You Can Automate
Using automation software, you can streamline several marketing tasks. Take a look at these four key marketing processes that need to be automated if you want to achieve your business goals:
Email Automation
You can use business automation solutions like Keap to set up an email drip campaign if you want to send multiple emails to the same group of subscribers or automate the delivery of personal emails like welcome messages or status updates. With this capability, your team will be able to devote less time to monotonous tasks and more to achieving strategic objectives.
An automated drip email campaign can be configured to send out messages based on specific criteria. Any time a lead meets one of these parameters or completes one of these steps, they will immediately enter the associated drip campaign. Combining triggers with email marketing helps get your content in front of customers right when they’re ready to engage with it. Additionally, the open rate for drip campaigns is 80% higher, meaning you have a greater chance of closing a deal.
Lead Nurturing
Some aspects of the buyer’s journey or customer journey can be automated as well. Various marketing and sales techniques can be used in the lead nurturing process to increase the likelihood that the lead will become a paying customer.
Your target audience’s preferences will likely shift over time. You need to adjust to the evolving tastes of your customer base when you want them to remember your brand favorably. One strategy is to learn what factors customers consider most important before making a purchase. With the help of a CRM system that also includes marketing automation, you can better understand your target demographic and re-engage with your existing customers.
Reporting and Analytics
Reports on marketing initiatives should not be overlooked, but they can take a lot of work. Keap marketing automation allows you to schedule the generation of reports based on criteria and run them at regular intervals.
One of the best benefits of automating reports is that errors and inconsistencies are less likely to occur. In addition, sales processes can be streamlined with the help of automation solutions, allowing you to better evaluate the contribution of different marketing efforts to the progress of your pipeline and the growth rate of your revenue.
The list continues with the potential to automatically perform website audits, referrals, social media promotions, and keyword analysis. The automation tools you choose will be determined by the objectives of your company.
What Is the Return on Investment of Marketing Automation?
Once you pursue marketing automation, budget and ROI are the first things that spring to mind. The marketing automation software you choose could have a significant impact on your company.
Research shows that marketing automation can boost sales productivity by up to 14.5% while cutting marketing costs by 12.2%. In addition, 80% of those who used marketing automation experienced an increase in the number of leads, and 77% saw a rise in their conversion rate. For these reasons and more, 91% of businesses that utilize marketing automation tools rate it as “very important” to the effectiveness of their digital marketing efforts.
Introducing Keap: How It Works
Keap works by consolidating all your customer data into one centralized platform. This includes contact information, purchase history, preferences, and more. With this information stored in one place, you can create customized marketing and sales campaigns targeting specific customer segments. For example, if you have a group of customers who have made recent purchases, you can create a targeted campaign to upsell them on additional products or services they may be interested in.
How Can Keap Help Me Increase My Profit Margins?
As a small business owner, your time is precious. There are only so many hours in the day, and there’s only so much you can do yourself. This is where Keap comes in. By automating the tedious and time-consuming tasks that eat up your day, Keap gives you more time to focus on revenue-generating activities that will help you increase your profit margins. In addition, Keap’s tools can help you streamline your operations, which will also save you money and boost your bottom line.
Optimize Your Customer Relationship Management
Keap’s CRM features will help you keep track of your customers’ contact information, purchase history, and communication preferences. This will allow you to provide them with a better overall experience since you’ll be able to quickly resolve any issues they’re having and address their specific needs. Additionally, by segmenting your customers into groups, you can create targeted marketing campaigns that are more likely to convert into sales.
Streamline Your Appointment Processes
If you run a service-based business, chances are that a large portion of your time is spent scheduling appointments. This time could be better spent working on other aspects of your business or developing client relationships.
With Keap’s appointment scheduling feature, you can automate the process of setting up appointments. This includes sending automatic reminders to both yourself and your clients before the appointment date.
Not only will this save you time but it will also reduce the likelihood of missed appointments. And because happy customers are more likely to do repeat business (and recommend your company to others), streamlining your appointment scheduling process with Keap is a great way to increase your profits.
Reduce Labor Costs
You can also reduce your labor costs by automating repetitive tasks and streamlining processes. This is because you will no longer need to pay someone to do things like input data into a spreadsheet or send out manual reminders. The money you save on labor costs can be used to invest in other areas of your business or increase your profit margins.
Improve Collaboration
Collaborative projects involving multiple people can quickly spiral out of control due to the sheer number of moving parts. Fortunately, even the most intricate projects can be monitored and carried out without a hitch, thanks to automation.
Assigning and following up with targeted prospects are two examples of time-consuming, manual processes that can be automated with Keap marketing automation. Businesses often struggle to unify these departments effectively. Thanks to marketing and sales automation, cooperation between the two areas is more productive than ever. Once everyone is on the same page, managers and team leaders can track everyone’s progress and ensure everyone is doing their part.
Smarter Decision-Making Using Data
Recently, “Big Data” has become a popular term in the field of information technology. Sadly, not all companies are effective at gathering and leveraging this information in their marketing and sales activities. With the help of Keap marketing automation, it’s much easier to make sense of Big Data, and once you have that insight, everything else becomes simple.
One of the best ways to evaluate marketing activities and anticipate customer reactions is with the help of a sales and marketing automation solution like Keap. It has the capability to generate a comprehensive profile of your leads.
Personalize the Customer Journey
Converting a one-time buyer into a lifelong supporter is one of the most challenging tasks businesses regularly face. Using automation to create content tailored for social media and blog posts is one way to accomplish this goal. Research also shows that companies that use sales automation early on also enjoy greater levels of customer satisfaction.
Statistics on video marketing indicate that more than 70% of consumers are on the lookout for content that is extraordinary, unique, and relevant to their interests. Keap marketing automation tools optimize the process of delivering the necessary content through email to the right customers at the right moment.
Another perk of marketing automation is the information it gathers, which is helpful for validating marketing leads before sending them on to sales. Using a grading and scoring system based on data about visitors, marketing automation can route qualified leads to the most suitable salesperson, further tailoring the experience for each prospect and increasing the likelihood of a sale.
Finetune the Marketing Process
Keap marketing automation software provides a means of mapping the customer journey. Your marketing plan will also help you create processes based on your customers’ needs and preferences. Implementing procedures designed around the customer journey streamlines the processing of targets and the nurturing of leads.
Knowing that 44% of customers will go elsewhere if they don’t get a response within a reasonable amount of time may cause you to reevaluate your follow-up procedure and the benefits of implementing marketing automation to boost customer satisfaction.
Boost Employee Morale
Most employees actively seek to avoid routine work. Doing the same thing over and over again can be tedious and unrewarding. If these repetitive chores can be automated, employees will have more time to focus on higher-value tasks, such as those that require them to use their intellect. If we put our brains to work, we can accomplish amazing feats. If you spend too long on dull or repetitive work, you may find that you have less energy and drive for more interesting or rewarding endeavors.
The positive domino effect that automation has on morale can do wonders for a company. The workplace culture rarely benefits from the contributions of weary and frustrated workers. When employees are happy in their jobs, they are more inclined to put in extra effort, learn more, and strive for excellence.
Capturing Leads
Keap has several features that make it ideal for lead capture. First, it offers a customizable lead capture form that can be embedded on your website or blog. This form allows leads to input their information so that you can follow up with them later.
In addition, Keap allows you to set up webhooks, which are essentially automated messages sent to leads when they take specific actions on your website (like submitting a form or signing up for a newsletter). These webhooks help you quickly respond to leads so that you can nurture them through the sales funnel.
Finally, Keap integrates with other popular marketing and sales tools (like Zapier, and Google Sheets) so that you can quickly transfer data between platforms and capture leads from multiple sources.
Creating Marketing Campaigns
Finally, Keap’s campaign feature allows you to automate your marketing efforts by sending targeted messages to groups of contacts based on their interests. For example, if you sell women’s clothing, you could create a campaign specifically for women who have expressed interest in dresses and send them periodic updates about new dress styles and special offers. Or, if you sell home goods, you could create a campaign for people who have bought from you in the past and send them updates about new products and exclusive discounts. By automating your campaigns, you can ensure that your marketing efforts are always on point and that your contacts receive the information they’re interested in.
As a small business owner, automation tools like Keap can be a lifesaver. By automating critical tasks like lead capture, sales pipeline management, and invoicing/payment processing, you can free up your time to focus on other areas of your business.
Businesses can save money on labor costs and redirect those savings to critical strategic efforts by adopting marketing automation solutions. But that’s only the beginning. Having the right marketing automation tools at your disposal can help you foster better teamwork, improve employee morale, and ultimately boost customer satisfaction.
If you’re not using automation tools for your business yet, now is the time to start.
As a first-generation black entrepreneur, Brandon Anthony Clark wasn’t always living his dream. In fact, he was living day-to-day in what he called his “regular job” that was a means to an end.
“I just wasn’t living the type of lifestyle that I had imagined living as a kid growing up, because I wanted to be a professional athlete (football player to be more specific). And, one day I’m 28 years old, and I’m working at my regular job. And I’m like, wait a minute, how did I get here. I’m not driving what I want to drive, I’m not living where I want to live, I’m not doing anything that I want to do. I’m literally just going to a job, living paycheck to paycheck – living for the weekends, for football, sports, and to get away from real life. So, I had to make some different decisions,” said Clark.
Fast-forward a few years and Brandon is now the owner of Thrive Wealth Solutions, who teaches everyday people his patent pending F.L.I.P Method that helps him and his clients to obtain more wealth through a unique life insurance investment policy.
“I had never in my life thought that I would be selling life insurance for a living, right, because I’m not even a good salesman at that,” Clark added.
When asked to explain what the F.L.I.P method is, Clark stated “The simplest way I could put it is – imagine you had this credit card, and this credit card paid you an average of 3% cashback on every single thing that you purchase, for the rest of your life. That’s what the F.L.I.P method is … Basically, what we do is we take a life insurance policy, (not something that a lot of people are, let’s say familiar with, in terms of using a strategy like this). But to keep it simple, all we do is we take the life insurance policy, and we structure it in a way that allows you to be able to use your cash as collateral and borrow against your own money.”
As you pay money into your policy, it’s like paying money towards a mortgage. As you pay your mortgage down you are creating equity in your house, right, and that equity can be tapped into it anytime. So, we’re taking that same concept, but we’re applying it to a life insurance policy that provides many tax advantages.
Brandon not only used this F.L.I.P method to create wealth for himself, but says it works for nearly anyone looking to secure their financial future.
While Brandon is living his dream life he is also no stranger to the challenges of starting and growing a small business.
“There’s a lot of legwork involved in running a business, especially when you’re first starting out,” he says. “It can be tough to keep track of everything, from sales and marketing to customer service and operations.”
That’s why Brandon decided to leverage Keap CRM & Automation Agency to help organize and automate his small business.
“I remember a point in my business where I wasn’t busy, I’d keep track of everything. I literally had a piece of paper that I would write down what I needed to do the next day, maybe five tasks, maybe 10 at the max, and I would fill up my whole day, and I have downtime. But once I started growing, the business started growing, more people started reaching out and tasks and other things started getting left behind. There were just too many tasks to put on a piece of paper. And I knew then that I was in trouble. I needed to be able to either hire somebody or develop a system that can do the repetitive tasks, the things that I don’t like doing,” Clark added.
So, Brandon decided to do both. By hiring the Automation Agency, a growth agency located in Tempe, Arizona, Brandon was able to get organized, save time, and automate many repetitive tasks after purchasing the Automation Agency’s flowchart and funnel diagram service.
When asked about Brandon’s experience with the Automation Agency, he stated “I feel like this is the best money I’ve ever invested, you know, best money I’ve ever invested. I’m naturally not a very structured person. You know, I’m more of a creative person. But when you guys were able to sit me down and ask me all these questions about my processes, questions that I didn’t even really know should be asked – you asked. And basically you were able to take that information and plug it into my flowchart. And when I saw the flowchart, I was just so impressed. I was showing everybody – like I’ve got another partner who wants to experiment with the Keap CRM system. And I showed him the flowchart, he said, Man that is “Elite,” just the start to finish.”
In order to scale his business and continue delivering high-quality work to his clients, Brandon and his team began to use the Keap CRM solution that the Automation Agency customized to their specific needs. With Keap, he is able to manage his contact lists, create and send email campaigns, set up appointments and reminders, collect payments, track his progress towards sales goals, and much more. All of these features have helped him save time so he can focus on growing his business.
“It felt like a weight had been lifted off of me. And what I experienced with you guys (Automation Agency) is just your level of knowledge, I just knew it was gonna be good, just because of how I was, I came into contact with you, I know you guys were gonna be just great. Everything from start to finish was outstanding,” added Clark.
As a young, inspiring, black entrepreneur, Brandon has always had a servant’s heart that wants to give back to others. When asked about what advice he might provide to other young professionals not living their dream or those who want to start a small business, said
“I would tell them that they will never be successful or make more money than they believe that they can make. So, the first work that you gotta do is work on your own personal attitude. Before you go out and try to change – just know that as your personal attitude gets better, as you grow as a person, that your income will grow. And you can serve more people because that’s what it’s all about. Serving more people. In order to serve more, you have to become more. It’s that simple.”
When Brandon is not inspiring other young professionals or creating TikTok videos or YouTube videos on his patent pending F.L.I.P method, he enjoys spending time with his wife and kids.
As a small business owner of a rapidly growing company, Brandon knows that he can’t do everything himself. He also knows that his time is valuable and that he needs to be strategic about how he spends it. That’s why he decided to leverage the power of automation by using Keap CRM. By automating tasks like email marketing, lead capture, and appointment scheduling, Brandon has been able to free up time with his family so that he can focus on running his business and making sure that his customers are happy.
However, Brandon isn’t the only one who has benefited from automation. His customers have also appreciated the fact that they can schedule appointments and make purchases without having to talk to a live person. This convenience has helped Brandon build a loyal customer base who keep coming back for more advice.
Thanks to the Automation Agency and the Keap CRM, Brandon has been able to streamline his business and make it more efficient. He is now better positioned than ever to continue growing his business and achieving even more success in the future. As he looks towards the future, Brandon is confident that automation will continue to be an important part of his business and help him scale to new heights.
“What the Automation Agency has done for me is give me a system that I want to imitate, like, the way you guys work with me, Jason, I was like, man, if I could take my clients through the same system, or that process. I love your guys’ process, it just is everything that I want in my business to where we’re working as a team, right. But then I can just kind of be hands off and just step in when I need to step in and just help our team members, you know, get the job done for our clients, right. But it’s been awesome. Definitely saving some time already,” added Clark.
Brandon Anthony Clark is proof that the American dream is still alive and well. By leveraging the power of automation with Keap CRM, Brandon has been able not only to build a successful business, but also inspire other young black entrepreneurs to pursue their own dreams. We’re excited to see what Brandon will do next!
If you’re a small business owner who is looking for ways to automate your business, then Keap CRM is definitely worth considering. Thanks to its powerful automation tools and robust reporting features, Keap CRM has helped first-generation black entrepreneur Brandon Anthony Clark save time and grow his business. To learn more about how Keap CRM can help your business, schedule a demo today.
As a small business owner, you know that marketing is vital to the success and growth of your business. But what’s the best way to go about building marketing services into your business?
You have options:
If you have a strong knowledge of marketing, you can hire specific marketing services on retainer from agencies, or
You can hire and build an internal team of marketing staff within your company, and/or
Our ascension program was built after hearing so many business owners share their challenges that the marketing services, they purchased from other agencies just didn’t give them the results they were after, and so they tried to build their own team – often still not achieving the results they sought.
The missing gap for many is the confidence, knowledge, and experience of HOW.
This is what our Ascension Program is designed to provide to you.
The Program is built across five (5) phases of growth enabling businesses to join at their stage of growth.
Here we explore where it is best for you to join.
Our aim is to walk with you, at your pace, some seek very fast growth, others want to progress a little slower. We will start you at the correct point and help you move across all five layers of growth.
Phase 1. Educate: Typically for very small businesses under $200k in revenues.
Our first aim is to build you the confidence and knowledge of how to go about achieving growth past $200k in revenues.
When signing up for a marketing retainer, you’re generally only paying for someone to execute on a set number of tasks each month, and you need to tell them which ones. With our ascension program, you are receiving one-on-one access to a growth coach who will strategize with you and educate you on the best way to achieve growth and help you move into the next phase of growth.
Phase 2. Launch: Your revenues are typically $200k-$800k
The Launch phase of our ascension program gives you the experience, knowledge, and resources you need to launch new products, services, and marketing campaigns quickly. What we want at this phase is solid growth.
We find the marketing retainer option at this stage of growth is less strategic and more of the support being a line item on a punch list – it becomes hit and miss and thus the disappointment in results.
We have chosen to build support around you with more dedicated resources, someone who is focused on your continued growth and specializes in launching campaigns, automations, and customer journeys. This phase requires you to consolidate your position in the marketplace, you must have the confidence now to really launch your marketing services.
Phase 3. Promote: Businesses with revenues above $800k can start here.
Revenues are typically $1-3m during this phase.
Now you really want to promote the business and drive in sales growth.
The Promote phase of our ascension program provides you with tangible assets, more robust resources, and a deeper knowledge of how you need to promote your business effectively. This phase is primarily focused on campaigning throughout your customer journey. Promoting your business can be a full-time job, so having an agency that is an extension to your team and who knows your products, services, and processes intimately can be a major advantage. At this stage our marketing team will develop targeted campaigns to help you reach your ideal customers to collect more leads, convert more clients, and create long term fans.
And we start the conversation with you now about how to build your internal team, at this size you now want to recruit some internal resources that can leverage the work you are doing. At this point we create the roadmap for building your internal team.
Phase 4. Partner: Businesses with revenues of $3m-6m typically start here.
While others on the Ascension program have now grown up to this stage.
At $3m in revenues the only way to continue to achieve growth is to start to add more product lines into the company and to open up partnerships that can help you expand.
In this phase of the ascension program, our team is deeply involved in helping you to campaign, automate, and build customer journeys across each of your marketing channels. This is where we help you identify and recruit partnerships with other businesses in complementary industries to cross-promote each other’s products or services. We are crafting custom marketing strategies and refining your unique value proposition that clearly articulates the offerings of your business and what makes you an attractive partner. Ultimately, we help you to optimize and productize your partnerships for growth.
Phase 5. Scale: You are now well above $6m in revenue. Businesses with current revenues of $10-25m+ typically start here.
Take a moment to acknowledge how far you’ve come. Scaling a business is no easy feat, but you made it to the top of our ascension program. In this phase we’re focused on helping you to develop an integrated internal team that helps you scale in your sector.
There are some common obstacles that prevent most businesses from achieving this level of growth and scalability. At this stage we are tapping into new markets to expand your product offerings and customer base. We’re helping you to invest in new technologies and processes that improve efficiency and competitiveness while also helping you to attract top talent and build a strong leadership team.
The benefits of our ascension program and its return on investment can be measured in several ways. Our focus is to build you a lifetime of confidence, vision, knowledge, and experience that delivers less stress, more guidance, more strategic direction, and sustainable financial growth. Clients see benefits from this program for many years to come.
Here are four key measurements of growth that are experienced when investing in our ascension program:
More Sales – clients that invest in marketing see sales revenues go up; this is called Top Line growth.
More Margin – this is cash in the door, it is called Bottom Line growth – profits. Automation and systemization can increase a client’s margins without the need to increase sales; and this has a direct impact on the financial returns of the client.
More Time – equally automation and systemization, reducing a client’s manual labor can save the client direct costs but can also save them considerable time. This is ‘opportunity cost’ – time saved and reinvested back into the business to achieve more sales creates direct financial benefits for the client.
More Value – this can show up in two ways a) the building of assets within a company builds long-term value which in turn will show up as increased attractiveness; this makes recruitment easier, retention longer, more partners are attracted to the company, more sponsors etc; and b) increased equity value, increasing the sale price of the company when it sells.
Ascension is not a typical coaching program or business consultancy. We focus on real, sustainable results that will help you take your business to the next level. Our program is specifically tailored to meet the unique needs of each client, and our team of growth experts has a wealth of experience across nearly every industry and vertical.
If you’re like most small business owners, you wear a lot of hats. You might be the CEO, the CFO, and the head of marketing all rolled into one. And while you might be a jack of all trades like turmeric farmer Ed Taylor, from American Turmeric Company, there’s one area where you could probably use a little help: automation.
Luckily, there’s a tool that can take some of the daily tasks off your shoulders and help you collect more leads, convert more clients, and create more fans: Keap. Keap is a CRM and all-in-one sales and marketing automation software that helps small businesses automate repetitive tasks, data collection, email marketing, invoicing, collecting reviews, getting more referrals, and following up with prospects and clients.
American Turmeric Company is one of the many small businesses that has leveraged the power of marketing automation and Keap to great effect. In the last year alone, they were able to grow sales by 52%. “It’s amazing to see our clients continue to grow revenue from the campaigns, automation, and customer journeys that we’ve developed leveraging the power of Keap and its sales and marketing automation solutions,” said Jason Benedict Co-Founder of the Automation Agency. One way American Turmeric Company was able to increase sales was by using marketing automation to launch targeted email marketing campaigns. They used behavioral data — like which products a customer purchased and time lapsed since a customer’s last purchase — to segment their list and send each group highly-targeted messages. For example, they sent discounts to first-time buyers and special offers to customers who hadn’t purchased in a while. Behavioral data is data that describes the observed actions of customers. It gives you real insights into how people are using or will potentially use your product. The Keap CRM helped the Taylors to not only grow turmeric but also grow their customer base. “It is one thing to hear what people say they want, but to see how they actually behave is even more insightful for business owners to make decisions that can lead to accelerated growth and better customer service,” said Benedict.
Another way American Turmeric Company increased sales was by using lead generation forms on their website. They used these forms to capture new leads of potential customers who had shown interest in their product but hadn’t made a purchase yet, and then followed up with them through automated email drip campaigns without losing the personalized touch required to build client relationships. These follow-up emails contained valuable content like educational tips, remedies about turmeric and what it does for inflammation, along with recipes for making everything from drinks to shakes to delectable meals with this miracle plant. With the help of the Automation Agency implementing proven and tested marketing automation strategies into their business, American Turmeric Company was able to free up the necessary time needed in their business to focus on expanding their product line into new markets like skincare and dog food. They even donated 30 pounds of turmeric each month to the North American Elephant Reserve to help elephants with arthritis! “The problem with elephants is the same problem with humans or dogs or anything – is that as we get older, our joints get stiff. We have so many testimonies Jason, from people that have experienced the healing qualities of turmeric. It’s really a privilege for us to be able to do what we do, and work with some of these people,” said Ed Taylor, Owner of American Turmeric Company. When asked about how Ed and his wife Diane balance the farm life of growing turmeric along with running a small business and keeping organized, he said, “Soon after we got our website up and got our E-commerce site going, started selling products, shipping – we didn’t realize it, but we were building a customer base. But we didn’t really know what to do with it (at that time). They were just names and email addresses in a spreadsheet. So, we started thinking, what are we going to do with it (the email list)? I don’t know who’s buying, you know, more than once, who are my repeat customers? What are they buying? Where are they located? I didn’t know any of that stuff. So, we started looking around and we found Keap and the Automation Agency and decided that Keap was the vehicle that we wanted to use to put our information in regarding our customers.” This was a leading indicator that the Automation Agency identified during their initial assessment that could help American Turmeric Company benefit from analyzing its behavioral data. By tracking, storing, and organizing their customer database in one centralized cloud-based solution, using Keap, these powerful analytics along with automation proved effective in helping them grow sales revenue and increase their efficiency. Before hiring the Automation Agency to help them build out more advanced automations and designing a frictionless customer journey, the American Turmeric Company started leveraging Keap on a basic level. “We started doing that in a rather simplistic way. And then we discovered there was this thing called Zapier, that would move our customer data out of our website every time we made a sale, and it would put into Keap,” said Taylor. Like most new Keap users who start with humble beginnings, their curiosity grows alongside their sales, leading to continued revenue growth and more efficiency in their business, which means more margin growth. More margin growth means more profits and longevity for small businesses. “The thing that impressed me once I understood what was going on… Is that this is an evergreen process. It’s not something that you need to focus on daily. Like you know, you wake up, you set your priorities, you do the important things that need to do. Once the automations are set up in Keap, you know, as far as I know, as long as there are computers, as long as there’s the internet, that’s kind of going to keep grinding it out. I don’t have to go in. And I mean, I can update it if I need to. But it just works. And that’s the miracle to me, is that we’re able to communicate to our customers, through the series of seven emails, initially, we have reminders in there, we have thank you’s in there – it’s just been very interesting. And to me, one of the more rewarding parts of what I do is work with Keap and work with Automation Agency, and see this thing work,” said Taylor.
So, if you’re looking for a way to grow your small business, investing in marketing automation software is a great place to start. Marketing automation will help you save time and money while still reaching new customers and growing your sales. Just take it from American Turmeric Company—automated campaigns helped them increase sales by 52% within their first year of working with the Automation Agency.
When asked about why Ed and his wife Diane chose to work with the Automation Agency, Ed stated “I liked your approach. I just liked the feeling of it. I liked what you showed us you could do. And I’ve said to you and to others before, that the team that you have the team that we worked with through Automation Agency, was part of my team. It wasn’t just your people. It wasn’t just Automation Agency, people that we were working with, they were our people. Because, really, we are in the middle of all of this, we launched a whole new website, that was a big deal for us to launch a whole new website. We brought on our new products and your team members were right there with us. If we need technical work done, it was done. They really went above and beyond what I had expected to help us solve some of the problems that we faced.”
Interested in getting results like the American Turmeric Company? Request A Free 14-Day Trial To Keap, (the all-in-one CRM for Sales & Marketing Automation) and receive a complimentary 1-hour assessment of your business from the Automation Agency.
It’s a controversial decision that can positively impact your business or leave you paying unemployment taxes if things don’t go as planned.
Likely one of the biggest challenges that small business owners face is knowing when to hire. However, one of the most overlooked and cost-effective solutions could be deploying sales and marketing automation solutions at a fraction of the cost to an annual salary.
As a business owner, you’re always looking for ways to increase profits, grow your company, and get an edge on the competition. You want to find ways to do more with less and increase your bottom line. So, how do you know when it’s time to add an employee to your team or when you can get by with sales and marketing automation?
The Pros and Cons of Hiring an Employee:
There are a few things to consider before you decide whether to hire an employee or deploy sales and marketing automation. The first is cost. Hiring an employee obviously comes with a salary and benefits costs, which can add up quickly and repeats and increases every year. And even if you’re able to find someone who is willing to work for relatively low pay, there’s no guarantee that they will be any good at their job. In fact, it’s often said that the cost of bad hires can be twice as much as the salary of a good one. So, if you do decide to go the traditional route, make sure you take your time in finding the right person with the experience to achieve your desired results.
The second thing to consider is training. Even if you’re able to find someone with the necessary skills, they will likely need some training before they’re able to hit the ground running. This can be time-consuming and expensive, so it’s something else to keep in mind when making your decision.
The third thing to consider is maintenance. Once you’ve gone through the trouble of finding and training someone, you then must keep them motivated and on track so that they continue to do their job well. This can be a full-time job in itself! If you’re not prepared to invest the necessary time and effort into maintaining your staff, then it might not be worth it to hire someone in the first place.
The Pros and Cons of Sales & Marketing Automation:
Now let’s take a look at sales and marketing automation and see how it stacks up against hiring an employee. The first thing to consider is that it’s a fraction of the cost. While there is an initial investment required for setting up automation software, it will almost certainly be less than the cost of hiring even one employee. Additionally, there are usually nominal ongoing fees associated with automation once it’s been set up. Once it’s running, it will continue to do its job without any additional input from you. And best of all automation won’t call in sick, it won’t show up late or request to go on vacation when revenue is down or before a big deadline.
The second thing to consider is training; while some basic knowledge of how sales and marketing automation works is required, it’s far easier (and less time-consuming) to learn than training someone from scratch on how to do their job.
The third thing to consider is maintenance; unlike with employees, there is very little maintenance required once sales and marketing automation has been set up. You might need make occasional adjustments as your business changes over time, but for the most part, you can set it and forget it!
“We often encourage small business owners to look at their investment in automation as a minimum of a 5-year investment. We have many clients that are using the same automation, systems, and processes that we deployed 8 years ago. And that automation is consistently driving ROI and efficiency in their business. And that same automation has provided some of our clients a 10x – 20x ROI of their initial investment. Now, think about what that investment would have cost the small business if they chose to hire a salaried employee. It could have likely cost them upwards of $60,000 a year annually over the last several years,” said Jason Benedict, Co-Founder of the Automation Agency.
Conclusion:
Business owners should always be looking for ways to streamline their operation and increase efficiency. One way to do this is to automate as much of their sales and marketing process as possible. However, there are certain tasks that are better suited for human beings. So, how do business owners know when it’s time to add an employee or when they can get by with sales and marketing automation? By considering factors such as the type of task being performed and the frequency with which it needs to be performed. Also doing a quick comparison of the cost of implementing automation software vs hiring an annual salaried position is an easy identifier. With these key factors in mind, business owners can make an informed decision about whether they should deploy automation or bring on an extra pair of hands.
Ready to get started with automating simple tasks like collecting leads, automating follow up emails, scheduling appointments, and sending invoices so you can get paid faster?
Request A Free 14-Day Trial To Keap, (the all-in-one CRM for Sales & Marketing Automation) and receive a complimentary 1-hour assessment of your business from the Automation Agency.