91% of successful businesses use marketing automation -(Source: Bullhorn)

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🤔 If you hoping to learn how marketing automation helps small businesses? Then you’ve come to the right place! This isn’t just an article; it’s an all-inclusive guide that breaks down how marketing automation can grow and scale your business with ease.

… Even if you’ve only recently opened your doors. … And as Gary Vaynerchuk says, “Automation is the new electricity.” I couldn’t agree more.

So, hold on to your hats🎩 because you don’t want to miss a single word. I’m going to share proven marketing automation tactics that I use daily—and that you can too!

Let’s Get to Automating…

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Marketing Automation for Small Business

Simple Marketing Automation for Small Businesses –

Table of Contents:

  • Learn How Marketing Automation Helps Small Businesses
  • What is Marketing Automation & How Does It Work?
  • How to Choose Marketing Automation Software
  • Marketing Automation Strategy Example
  • What is Sales Automation
  • What Is Email Marketing Automation?
  • How to Use Marketing Automation for Small Business
  • Difference Between a CRM vs Salesforce Automation
  • 3 Best Marketing Automation Tools
  • FAQ

 Marketing Automation for Small Businesses that Work

What Is Marketing Automation?

Imagine having a sales team💼 that never gets tired, doesn’t take cigarette breaks, and loves their job—and who works 24/7. Too good to be true, huh?

Well, it used to be, but not now in our technological age. Marketing automation gives you the ability to run your business hands-free once it’s set up. ✨

It’s like having a secret weapon or superpowers to streamline marketing efforts, boost your sales, and generate high-quality leads, while you sleep! ⏰

How Does Marketing Automation Work?

Marketing automation is like a sales team working untiringly to spread the word about your business.

They’re always working to get your message out there, even when you’re not around. For example, they can send out welcome emails, track website visitors, and create personalized messages.

This way, you can reach a wider audience and increase sales productivity without spending wasted time on manual tasks.

Marketing automation software is used to automate redundant tasks, such as:

  • Sending emails
  • Nurturing leads
  • Segmenting audiences
  • Tracking marketing performance
  • This allows you to measure sales productivity.
  • Develop creative content.
  • And set sales goals.

Marketing automation software uses a variety of data to create personalized experiences for each customer. This data can include:

  • Website behavior
  • Email Engagement
  • Purchase history
  • Demographic information
  • By using this data, marketing automation software can send targeted messages that are more likely to resonate with each customer. 🎯
Learn How Marketing Automation Helps Small Businesses

What is an example of a Marketing Automation Strategy?

Here’s an example of a marketing automation strategy:

  • A customer visits your website and downloads your lead gen.
  • Your marketing automation software automatically adds the customer to your database.
  • Email sequences are sent out over the next few weeks, providing them with inspiration, motivation, and informational info. At this stage, the customer is in your sales funnel.

What Is Sales Automation?

Let’s suppose you’re a sales rep, and you have many prospects to talk to. You want to give everyone your undivided attention, but your time is limited.

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Here’s where sales automation steps up to do the heavy lifting. Sales automation is like having an assistant who can take care of some of the repetitive tasks for you.

Such as:

  • Send out personalized emails to likely customers.
  • Schedule follow-up calls
  • Follow the progress of your sales agreements.
  • Provide insights into your customers’ behavior.

In short, sales automation is a way of using technology to make the sales process more efficient and effective. It’s like having a dream team.

The sales automation process uses automation software to systemize repetitive tasks in the sales process. This can include tasks such as:

  • Workflow automation
  • Lead qualification
  • Appointment scheduling
  • Proposal generation
  • Follow-up
  • And more

How to Choose Marketing Automation Software?

🤯 Feeling overwhelmed by the number of marketing automation software options? Don’t be troubled, here’s a quick guide to help you navigate the choppy waters:


Do you need software that’s a jack of all trades or a master of one? Consider the essential features that will supercharge your operations, such as social media marketing, lead generation, CRM integration, and others.

Ease of use:

The one thing that scares most new software users is the complex interfaces. Look for software that’s intuitive and user-friendly, allowing you to focus on what’s important. The last thing you want to do is waste time on technicalities, which defeats the purpose.


How much are you willing to invest in your marketing automation journey? Remember, you get what you pay for, so don’t be afraid to splurge on software that aligns with your needs and goals.


Without doubt first-time users of any software there will be a learning curve… that’s a given. However, you’ll need a reliable support team to guide you through the rough patches. Look for a company that offers live 24/7 customer care.


As your business continues to grow, your business software provider should keep up with emerging trends. Think about Apple, they are always improving. The last thing you want to do is switch from company to company every few months.

In a nutshell, choosing marketing automation software is like finding a soulmate: it’s all about finding the one that perfectly complements your needs, budget, and goals.

What is the Most Common Use for Marketing Automation for Small Business Owners?

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🤔 Ever wondered what the most common use for marketing automation? Well, look no further than email marketing!

Believe it or not, email marketing wharf most other marketing efforts and it’s one of the most predictable ways to increase sales.

If you want to set yourself apart from your competitors and increase sales productivity, then incorporate an email marketing campaign into your marketing mix.

Email marketing is a powerful tool for nurturing leads, promoting products or services, and staying connected with customers.  

Here are just a few of the ways marketing automation can be used to enhance your email marketing:

  • Automated welcome emails: Send warm greetings to new subscribers, make an encouraging first impression, and set the tone for future communications.
  • Drip campaigns: Nurture leads with a series of targeted emails, gradually providing them with valuable information that moves them closer to conversion.
  • Segmented email lists: Tailor your email content to specific audiences, ensuring your messages are relevant and engaging.
  • Personalized email content: Add a personal touch to your emails by including familiar content such as names, company names, or purchase history.
  • Email performance tracking: Gain insights into the effectiveness of your email campaigns by tracking metrics such as open, click-throughs, and conversion rates.

Without a doubt, if you’re looking for ways to increase sales email, marketing automation is your go-to!

How do you Set up Marketing Automation?


Define your goals: What do you want to achieve with marketing automation? Are you looking to nurture leads, generate more sales, or improve customer engagement? Having a clear firm organizational sales structure will help you determine the right features and strategies for your sales team.


Choose the right sales tools: There is a variety of simple easy-to-use. But like anything else sales tools solutions, each with its strengths and weaknesses. Consider your budget, needs, and technical expertise when choosing software.


Create workflows: Workflows are the automated sequences of tasks that marketing automation software uses to execute your marketing promotions. Map out your customer journey and identify the key touchpoints where marketing automation can be used to engage and foster leads.


Integrate with your CRM: If you use a CRM (customer relationship management) system, integrate it with your marketing automation software. This will allow you to share data between the two systems, giving you a complete view of your customers.


Test and measure: Once you have set up your marketing automation campaigns, it’s important to test and measure their effectiveness. Track key metrics to see what’s working and what’s not.

#6. Support: When you hit a snag, you’ll need a reliable support team to guide you through the rough patches. Look for software that offers responsive and helpful support, ensuring you’re never left stranded in the middle of a campaign.

Improve and optimize: As you gain more data and insights, you can upgrade and adjust your marketing automation operations. Make changes to your workflows, content, and targeting to improve performance.

 What Is Email Marketing Automation?

Let’s say you’re a saleswoman, and you have countless customers to talk to.  As you know the more prospects the higher your conversions. Bottomline you’ll want to reach as many potential customers as possible. But there is only so much time in the day….Sales automation is like Edward Scissorhands.

For example, Edward could:

•          Send out personalized emails to potential customers

•          Schedule follow-up calls

•          Track the progress of your sales deals

•          Provide you with insights into your customers’ behavior

What are the Benefits of Automating Email Marketing?

What are the Benefits of Automating Email Marketing?

There are many benefits to automating your email marketing, including:

  • Enhanced customer experience through personalized and timely communication.
  • Improved brand reputation through consistent and engaging email marketing.
  • Increased employee morale and satisfaction through reduced workload.
  • Gained insights into customer behavior through data tracking and analysis.
  • Uncovered new marketing opportunities through A/B testing and experimentation.
  • Enhanced ability to adapt to changing market conditions through agile campaign management.

Is Email Marketing an Effective Marketing Method?

Email marketing has been an effective marketing method since its inception. It is a direct, personal, and measurable way to reach your target audience. Studies have shown that email marketing can generate an average ROI of $38 for every $1 spent. If you’re not already using email marketing, now is the time to start.

How to Use Marketing Automation for Small Business Owners That Want to Save Time

Marketing automation can empower small businesses by streamlining tasks, enhancing customer engagement, and providing valuable insights.

By automating repetitive tasks, small businesses can free up time and resources to focus on more strategic initiatives.

Additionally, marketing automation can be used to create personalized and engaging customer experiences, fostering stronger relationships and driving conversions.

How Can You Use Marketing Automation to Help Small Businesses?

Furthermore, marketing automation provides valuable data and insights that can be used to improve marketing campaigns and make more informed business decisions.

In short, marketing automation can be a powerful tool for small businesses seeking to achieve their marketing goals.

Difference Between a CRM vs Salesforce Automation?

A CRM is a software that houses sales teams and customer data that helps businesses track and manage their sales organization. Salesforce is a company that houses this automation that helps customers grow, manage, and scale their business or streamline their processes.

What is the Difference Between CRM and Automation?

A CRM is a data warehouse. This is where you enter your customer’s info. And automation is the engine that drives the data from the warehouse.  

  Marketing Automation for Small Business

Marketing automation is a powerful tool that can help small businesses achieve their marketing goals. For example, Dollar Shave Club used marketing automation to send personalized welcome emails to new subscribers.

These emails included a special offer for a free trial, which helped to increase conversion rates by 20%.

Difference Between a CRM vs Salesforce Automation?

3 Best Marketing Automation Tools for Small Business Owners and Freelancers in 2024


 An all-in-one marketing platform that combines CRM, marketing automation, sales funnels, and website building in a single solution. GoHighLevel is a good option for small businesses that are looking for a comprehensive marketing solution.


A popular email marketing platform that offers a variety of features, including email marketing, landing page builder, and marketing automation workflows. Mailchimp is a good option for small businesses that are just starting with marketing automation.

HubSpot Marketing Hub:

 A comprehensive marketing automation platform that offers a wide range of features, including email marketing, social media management, CRM, and analytics.


How can using marketing automation help sales leaders?

Marketing automation empowers small business owners to achieve more with less, amplifying their marketing efforts without breaking the bank.

 How does marketing automation benefit my small business?

Marketing automation helps your customers by providing them with personalized and relevant experiences, fostering engagement, and building loyalty.

What are the 3 benefits of automation?

Three benefits of automation are increased sales performance, enhanced customer engagement, and valuable data-driven insights.

 Does automation Improve customer experience?

 Yes, automation improves customer experience by providing faster, more personalized, and more consistent service.


In today’s competitive digital landscape, small businesses and sales managers need every advantage they can get. Marketing automation is a powerful tool that can help you achieve more with less, amplifying your marketing efforts without breaking the bank.

With Small Business Automation you can:

  • Automating repetitive tasks
  • Boost sales
  • Foster engagement
  • Build customer loyalty
  • Capture leads
  • Gain valuable data-driven insights
  • Save time
  • Increase productivity
  • Improve profits!

If you’re looking for a way to drive more revenue for your small business, marketing automation is the key. ✨With GoHighLevel, you can easily automate your marketing tasks.

👇 👇 👇

You can start a free trial by clicking here.

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