Witmer Group Marketing Automation Case Study

Marketing AutomationClient Challenges and Successes

Guiding clients to successful campaigns

Tips for Successful Email Automation

1. Segment your email list

2. Look at creative ways to build your list

3. Start small and scale up

4. Personalize emails and landing pages

5. Spend time on content with clear CTA’s and engaging topics

6. Visually customize the landing page to match the email content

7. Identify your true campaign objectives – lead nurturing

When everything is measurable…

learning from the results of a campaign is a MUST.

Roadblocks to Happy Clients

1. Design first, strategy second approach

2. Overly aggressive timelines

3. Lack of understanding of what the tool can do

4. Incomplete implementation of the alerts, tasks and workflows

5. Unwillingness to set time for the things that matter

One client’s story

Situation Prior to SharpSpringImplementation• Messy email list

• Poor process behind the scenes for handling inbound leads

• Lack of focus on the ideal prospect and a lack of content that could drive form submissions

• No single point of tracking and measurement

Step 1: Identifying the target

Step 2: Provide something useful

Step 3: Capture only the information you need

Step 4: Form to Lead

Step 5: Email Responses

The Results• A Steady in-bound stream of leads related to a specific service offering

• A drip campaign / communication process that starts upon lead capture

• A process that has been honed over time which can be applied to other service or product offerings

30% Increase in Quality Inbound Leads

Happy Client