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3 Marketing Automation Ideas for Coaches and Consultants

Wouldn’t it be amazing if you could automate all your emails? And never have to type out another introduction email or thank you email again?

Well, now you can.

Sort of.

[bctt tweet “Marketing automation can be intricate, but it doesn’t have to be complicated.”]

With marketing automation, you can automate all your incoming business emails. You can trigger emails to send based on certain criteria, like sending a thank you email after someone refers a friend to your website. And the best part is: you don’t have to type a thing. It all happens automatically and behind the scenes.

Contrary to popular belief, marketing automation is not reserved for the Amazons of the world. Yes, marketing automation can become an intricate web of criteria and outcomes, but it doesn’t always have to be complicated.

There are some very simple but powerful ways to use marketing automation to make a difference in your business, regardless of the size.

Here are 3 marketing automation ideas and an example of a great email for each:

Automate Your Welcome Email

A friendly welcome email to a client or recent customer opens the door for connection and conversation.

In the early days of your coaching or consulting business, new clients or users probably trickled in at a slow pace. You had the time to personally send an email to each person, and welcome her to your platform or thank her for her purchase. While this method is extremely personalized (in fact, you couldn’t get more personalized than an email written by the founder), it is not scalable. And as your business grows, you need to save time wherever you can. Automating your welcome email will jumpstart the relationship with the client and take one thing off your to-do list.

Welcome Email ExampleWhen creating your welcome email, make sure you have a clear call to action. Many companies use the welcome email to move people through the onboarding process (to get them to do certain actions that correspond with high conversion rates).

In this example by SumDay, an online saving and investment site, users must take action (add money) to get value and ultimately use the product.

I’ve also seen success automating the intake form for new clients, pre-consultation call questionnaires, and meeting reminders.
If you don’t know what these are, or are not using them, we need to talk today.

Show Appreciation to Your Loyal Clients

Automation can quickly group similar clients together based on their recent activity with you.

Marketing automation tracks the activity and behavior of the people in your contact base, so you can easily bucket them together based on different criteria. For example, you could create a group of clients who haven’t been heard from in the last 6 months and send them an email. Or, you could create a group of clients who have bought one of your entry-level courses or engaged with your app/website in the past week. With all these possible segmentation options, where is the sweet spot?

Zappos Email ExampleWe all know that it’s incredibly hard to change behavior and sentiment. In reality, sending one email to a group of people who haven’t purchased anything from your website probably won’t do anything (other than annoy them). On the other hand, it’s very easy to encourage behavior that is already happening (example: when you are already eating one cookie, how easy is it to persuade you to have another?).

Your best bet is to target your loyal, engaged client base. They already like your product or service and they’ll be more likely to open your email and take action.

I know that Zappos doesn’t count as a small business by any stretch of the imagination, but this email is just too good to pass up. How brilliant is it to offer even faster shipping to power users

Nurture Client Leads

Save your outreach team from confused or angry clients with lead nurturing.

A lead nurturing campaign is when you send helpful and relevant content to your client to move them through the sale funnel. It’s kind of like saying, “Hey, remember me?” in a less annoying way than usual. By sending something of value to your clients or customers, you build relationships and create an opportunity to reach out and engage with them. And, if you don’t have a sales team, lead nurturing automates the check-in phone calls for you, so you don’t lose a potential client.

InVision Nuture Email ExampleExamples of leading nurturing emails include event recap blog post, free white paper offer, webinar invite, or course demo. Depending on how personalized you want to go, you could even create different lead nurturing campaigns based on segmentation. You could have a campaign for people who have specifically bought a customized worksheet or template from your site, or people who have previously attended one of your webinars. The more customized you can get, the more likely your email is to resonate and make an impact.

In this example, InVision, a prototyping and webflow platform, sends its customers a helpful article on how to make their lives easier and better.

Next Steps

As a coach, less time spent on administrative tasks means more time for billable hours.

You can’t do everything yourself and you need to focus your energy on the activities that will make the biggest impact. And sometimes, that just won’t be a lead nurturing email. And that’s okay, because you’ll know that somewhere in the deep, dark Internet, that email is getting sent anyway.

If you think adding automated emails to your process would improve sales, increase productivity, and help your business, let’s talk! Take the next step and move your business forward today.

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