How to set up marketing automation

Automate lead capture, qualification, and nurture so marketing runs 24/7 without manual effort

Manual lead management breaks at scale. Automation captures every lead, scores them by intent, and keeps them warm until they're ready to buy all whilst you sleep.

How to set up marketing automation

Chapters

Chapter
1

How to connect forms to your CRM

Link every form submission directly to your CRM. Ensure no lead gets lost and follow-up happens automatically every time.

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Chapter
2

How to set up lead scoring

Automate lead qualification by scoring prospects on behaviour and fit. Help sales focus on hot leads first, not random inquiries.

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Chapter
3

How to build welcome sequences

Create automated onboarding flows that introduce new subscribers to your brand. Deliver value and next steps immediately after signup.

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Chapter
4

How to set up re-engagement campaigns

Win back inactive leads with automated campaigns. Re-spark interest before they go completely cold and forget about you entirely.

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Tools

How to set up marketing automation

tools

HubSpot
Tool

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

ActiveCampaign
Tool

ActiveCampaign

ActiveCampaign combines email marketing, CRM, and marketing automation with sophisticated workflows and lead scoring for B2B companies.

Klaviyo
Tool

Klaviyo

Klaviyo provides email and SMS marketing built specifically for e-commerce with deep Shopify integration and revenue attribution.

Brevo
Tool

Brevo

Brevo provides email marketing, SMS campaigns, and marketing automation with transactional email capabilities for growing businesses.

Mailchimp
Tool

Mailchimp

Mailchimp provides email marketing with automation, landing pages, and basic CRM features designed for small businesses and beginners.

Customer.io
Tool

Customer.io

Customer.io sends targeted messages across email, SMS, and push notifications triggered by user behaviour and product data for SaaS companies.

Books

How to set up marketing automation

books

Dotcom Secrets
Book summary & review

Dotcom Secrets

Russel Brunson

Translate funnel templates into clean journeys. Focus on offers, sequences and pages that convert instead of tactics that age badly.

Expert secrets
Book summary & review

Expert secrets

Russel Brunson

Position your expertise, tell stories that teach, and build simple offers that move buyers from interest to action.

$100M Leads
Book summary & review

$100M Leads

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.

Wiki

How to set up marketing automation

concepts

Wiki

Drip campaign

Send a series of scheduled emails that educate prospects over time to stay top-of-mind without overwhelming them with aggressive sales pitches.

Wiki

Email sequence

Automate multi-touch email campaigns that adapt based on recipient behaviour to nurture leads consistently without manual follow-up from reps or marketers.

Wiki

Trigger

Define events that start automation workflows so the right message reaches people at the right moment based on their actual behaviour not arbitrary timing.

Wiki

Workflow automation

Connect triggers to actions across systems so repetitive tasks happen automatically and teams can focus on work that requires judgement instead of admin.

Playbooks

Other playbooks

Playbook

How to set up marketing automation

Manual lead management breaks at scale. Automation captures every lead, scores them by intent, and keeps them warm until they're ready to buy all whilst you sleep.

See playbook
How to set up marketing automation
Playbook

Outreach automation

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.

See playbook
Outreach automation
Playbook

LinkedIn thought leadership

Optimise your profile so it converts visitors to leads. Warm up your network before posting. Build a content calendar that keeps you ahead. Write posts that drive action. Time publishing to maximise reach.

See playbook
LinkedIn thought leadership
Playbook

How to implement tracking

Broken tracking means flying blind. Proper implementation shows exactly which traffic converts, which campaigns deliver ROI, and where to double down. Measurement makes optimisation possible.

See playbook
How to implement tracking
Playbook

How to choose your growth tools

The wrong tools waste money and create friction. The right tools compound productivity. Avoid vendor promises and feature bloat. Choose what actually fits your workflow, integrates cleanly, and grows with you.

See playbook
How to choose your growth tools
Playbook

Lead nurture sequences

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.

See playbook
Lead nurture sequences
Further reading

More about

How to set up marketing automation