Your best leads go cold because you're not in their inbox when they're ready to buy. Nurture sequences solve the timing problem. Stay top of mind with automated follow-up that delivers value, handles objections, and keeps momentum alive between meetings, proposals, and decisions.
Welcome flows are your first impression. Send 3-5 emails over 2 weeks that introduce your brand, share your best content, explain how you help and invite subscribers to take the next step.
Build trust and authority by teaching prospects how to solve problems, making your solution the obvious next step when they're ready to buy.
Support active sales conversations with pre-meeting prep, post-meeting follow-up, and content that advances deals toward closure systematically.
Keep momentum between proposal sent and decision made with case studies, ROI validation, and objection handling that builds confidence in buying.
Revive cold leads with value-driven campaigns that acknowledge the silence and offer a fresh reason to engage before archiving them permanently.
Keep your audience engaged long-term with automated content sequences that deliver consistent value and maintain top-of-mind presence continuously.
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
ActiveCampaign combines email marketing, CRM, and marketing automation with sophisticated workflows and lead scoring for B2B companies.
Customer.io sends targeted messages across email, SMS, and push notifications triggered by user behaviour and product data for SaaS companies.
Klaviyo provides email and SMS marketing built specifically for e-commerce with deep Shopify integration and revenue attribution.
Mailchimp provides email marketing with automation, landing pages, and basic CRM features designed for small businesses and beginners.
Brevo provides email marketing, SMS campaigns, and marketing automation with transactional email capabilities for growing businesses.
Russel Brunson
Translate funnel templates into clean journeys. Focus on offers, sequences and pages that convert instead of tactics that age badly.
Russel Brunson
Position your expertise, tell stories that teach, and build simple offers that move buyers from interest to action.
Alex Hormozi
Clear take on list building, offers and outreach. See how to adapt the playbook for B2B, protect your domain, and turn attention into qualified pipeline.
Measure what percentage of email recipients click links to assess content relevance and call-to-action effectiveness beyond whether people merely opened messages.
Track what percentage of recipients open emails to evaluate subject line effectiveness and list engagement rather than sending to unengaged subscribers who hurt deliverability.
Regularly remove inactive and invalid email addresses to maintain deliverability and focus effort on engaged subscribers who actually read your content.
Execute personalised, multi-touch campaigns at scale through software that triggers messages based on prospect behaviour and characteristics.
Monitor how many recipients opt out of emails to catch list fatigue or irrelevant content before deliverability suffers from spam complaints that damage sender reputation.
Plan course structure that moves students from problem to solution. Script lessons clearly. Record with simple equipment. Edit efficiently. Package for platforms like Thinkific or Teachable.
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Strategy without tracking becomes wishful thinking. Build a rhythm that spots problems early, doubles down on what works, and keeps the team aligned on priorities. Turn data into decisions and decisions into momentum.
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Most customer research produces vague observations that sit in slides nobody reads. Proper research uncovers specific pain points, validates assumptions, and reveals what actually drives buying decisions. Learn to run research that produces actionable insights, not just interesting quotes.
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Meet Random Rick, Specialist Steve and Solid Sarah. See three approaches to growth and why only one compounds. Understand the model that shows how improvements multiply. Apply systematic thinking to double revenue.
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Create an outreach strategy that defines who to target. Configure domains and infrastructure properly. Build targeted lead lists. Write emails that sound human. Design multi-touch sequences.
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Random experiments waste time and budget. A structured framework ensures every test teaches you something, even when it fails. Decide what to test, design experiments properly, analyse results accurately, and share learnings so the whole team gets smarter.
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Confirm the platform has native connectors or at least reliable webhooks for your CRM, ad channels, and webinar software. Otherwise you will burn time on work-arounds before the first campaign even ships.
A clear visual interface lets marketers sketch a journey, set delays, and add conditions without touching code. Complex campaign logic stays readable and easy to tweak after launch.
High open rates start with solid sender reputation. Look for automatic domain authentication (SPF, DKIM), warm-up guidance, and real-time spam checks so your messages land in the inbox rather than the junk folder.
The platform should help you rank prospects by behaviour and profile, then trigger personalised workflows. This stops sales chasing unqualified leads and keeps nurture content relevant.
Vanity metrics are cheap. You need clear attribution from first touch through to signed deal, plus cohort and velocity reports that surface weak spots in the journey.
Most vendors charge by contact count or email volume. Model your database size one year ahead and map the cost curve so success does not blow up the budget.
GDPR-ready data processing agreements, role-based access, and two-factor authentication protect both customers and brand reputation. Ask where data is stored and how long backups last.
B2B marketing automation is software that sends the right message to the right contact at the right moment without manual effort. It scores leads, triggers e-mails, updates the CRM, and nudges sales when a prospect crosses a threshold. For a fuller walk-through see our separate page What is B2B marketing automation?
A CRM stores contact history and pipeline stages. Marketing automation handles the actions that move contacts through those stages welcome sequences, webinar reminders, and lead-scoring updates. In practice the two tools talk constantly: automation writes engagement data to the CRM, the CRM supplies deal status back to automation so it knows when to stop or switch tracks.
Introduce automation once manual e-mail sends and spreadsheet lead lists start to slip. A common trigger is missing follow-ups or inconsistent nurture cadence. If you handle fewer than 100 new leads a month you can delay; anything above that risks revenue leakage without automated workflows.
Most platforms cover e-mail out of the box and add web hooks, forms, SMS, and ad retargeting as your stack matures. Map the buyer journey first, then turn each manual touchpoint into a rule. A lean setup might only send onboarding e-mails; a mature one syncs webinar attendance, scores intent, and routes hot leads straight to sales calendars.
Track three numbers: lead-to-opportunity conversion, average deal velocity, and revenue influenced by automated journeys. Compare pre-automation and post-automation periods over at least one sales cycle to avoid seasonal noise. If conversion rises or velocity shortens, the workflows are doing their job.
GDPR and CAN-SPAM rules apply the moment you store personal data or send marketing e-mails. Confirm the platform supports contact consent fields, easy unsubscribe links, and regional data storage. Build suppression lists for opted-out contacts and test them monthly; fines aside, sending unwanted e-mails erodes trust fast.
Treat marketing automation as an engine that scales personalised outreach rather than a silver bullet. Start with one high-impact journey, measure the lift, and only then layer on more rules. The compound gain over a quarter often dwarfs the headline feature list.
