Set it and Forget it: A Beginner’s Guide to Marketing Automation

by: Custom Toll Free , May 17, 2016

A well-thought out and active marketing plan is critical to the success of your business. But when you have thousands of other priorities, marketing often gets bumped toward the bottom of the list. Don’t let your never-ending to-do list keep you from running a successful business. Did you know there are tools and techniques for setting and forgetting some of your marketing efforts? Find more time during the day with these strategies:

Create a plan

Develop a plan upfront that will help you become successful in the long run. Set goals. What does success look like for you and how will you achieve it? A good marketing plan is the key to keeping your company on track.

Plan campaigns in advance

Build a schedule that outlines what’s going to happen. If you have a blog, map out the topics and content. If you attend trade shows, make a list of each event you’ll be attending for the year. An organized editorial calendar is the foundation for a great marketing campaign. This Hubspot blog has some great tips on building one for free.

Find helpful tools

The next step toward getting your marketing efforts to work for you is to find the right tools. You can manage all your social media in a platform like Hootsuite or Sprout Social. Set up alerts so you can easily interact and follow up with your customers or potential clients.

Set up automated emails

Marketing automation allows you to support your customer throughout the buying process. Personalized messages that address their specific needs are very effective. Don’t just blast general messages. Think about what your customers actually want to see. If they’ve engaged with your company, for example, by downloading one of your articles, the next email you send them should be related, helping them dive further into the topics they’re interested in. For a complete guide on automation, this blog is a great place to start.

Looking for other ways to boost your business? How about a vanity toll-free number? See how it works here: customtollfree.com/how-vanity-numbers-work.


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