Welcome to module seven. So now we're gonna talk about automation tools,
just ways to make your life a lot easier, make things more efficient.
And we're gonna start out with one of the most important ones, in my opinion,
uh, is an email management system or client management system.
There's a lot of different terms for this. Um,
but basically this is going to help you, um,
kind of keep an eye on all the people who are interacting with you, um,
who have given you their email for one reason or another, um,
and basically help you, uh, turn them either from a prospect into a client,
a client into a returning customer,
or someone who's gonna keep renewing their membership or subscription with you.
Uh, so the first thing this can do, obviously someone who, you know,
opts into a product or a giveaway or whatever,
hasn't yet necessarily bought something,
this is a really good way to kind of continue educating them,
giving them more information,
hopefully turning them into a customer when people have already bought something
from you. This is, if you have multiple products,
a really good way to kind of show you the,
show them the value of the other things you offer, increase that lifetime value,
and essentially get them to buy more for your membership and subscription stuff.
Basically, just trying to get them to continue engaging with you,
see the continued value, um,
in the service that you're providing and continuing to renew those
memberships. Again, incl, increasing your revenue, uh,
new clients and customers. This is a really easy way to kind of, you know,
you probably have an idea of the information that every client or every customer
you want to have starting out.
So rather than manually sending them emails all the time,
you set up an automation where it kind of walks them through the process of
everything they need to know to get up to speed, know where everything is, uh,
be able to take advantage of all the resources and things that you're offering
them. So obviously a massive time saving, um, opportunity here.
Um, another way that we can use this is like we talked in an earlier module.
Once they buy something, you can follow up and offer them a bonus, uh,
offer them a discount for as a first time customer on maybe getting a new
product. So,
lots of ways you can kind of try and stack these things on top of one another.
Um, from a business perspective,
it also allows you to kind of track their activity, uh,
which we'll talk about here. Um, you know,
when they buy a product or they opt into something they renew,
you can do things like adding a tag to that customer saying, Hey,
they completed this, they bought this, this is their shirt size,
whatever the case may be. Um,
and then your lists are gonna help you kind of organize all of those people, uh,
based on whether it could be things they've bought, um, actions they've taken.
Really, the, the,
the limit here is left up to your creativity and how you want to best
manage all of this information. The other two components,
or primary components are like your if and your then statements when we're
building these automations, uh, depending what
Emails we wanna send them, customizing emails. Um,
so the first is your ifs is your conditions, um, what, uh,
action or thing is going to occur,
and then what happens after this does or doesn't happen, right?
And there's a lot of, um, resources on the specific, uh,
softwares that'll teach you how to do this. Um,
but basically this just comes down to getting really good at thinking in an if
then format and kind of building these processes out.
So the kind of three basic, or really two basic ones, um, that you will pro,
what you will want to have, um, will be your new customer. Welcome stuff.
So thank you. Here's your product, here's how to use it. Um,
here's any tips or tricks. Maybe you follow up, uh, like I said,
again with maybe a, uh,
a bonus gift or an extra discount or whatever the case may be.
The other one will be your opt-in sequence. So people who, you know,
opted in for something free, giving them their free thing,
showing them other things you have available, um, eventually trying to,
of course, get them to purchase something.
And then the third one here really should be kind of the follow up to those.
First two is just an education sequence.
So basically showing them what you have to offer,
how it could be of use to them, um,
maybe kind of building in your personal story to try and like build a, uh,
a relatability factor in there. Um,
obviously always bringing that back to something that's relevant to them so
you're not just, you know,
writing your autobiography and emails to them every week. Um,
but building that rapport and that, you know, the like,
and the trust factor that we've talked about before that can help them, uh,
then become a either first time or recurring customer.
I'm just gonna look at kind of two of the more popular ones here.
There's a bunch of these,
so make sure you kind of shop around and compare and contrast these to determine
what's gonna fit best for you. Um,
so these two primary ones are ones I've played with in the past and currently
use. Um, so price obviously gonna be a factor,
but datas is going to come along with, you know,
what type of resources or why it costs that much.
So if we just kind of look at the brief comparison here,
they have a lot of the ver like the same basic features and a lot of these will.
So what you really need to start looking into are things like the available
integrations, right?
So if we're trying to get that to sync up with our website or plugins or
things on our website that we need to communicate with this thing,
we need to make sure they're compatible, right? There are workarounds,
like you can use things like Zapier to kind of work around things that don't
have a direct integration, but that's an extra step and an extra cost.
So if we can pick something from the beginning that is gonna work right away,
that might be preferred.
The other thing you'll need to look at is how they're actually pricing this.
So I picked these two because it's a good example of this.
So active campaign, if we look down at the bottom there, the contact count,
which is basically what you're charged by for most of these services to a
degree,
They count on the number of unique people in your system.
MailChimp counts per customer per list.
So if you have one person on 10 lists, they count that as 10 contacts.
So you can see how even though the initial price might be lower for something
like MailChimp,
if you have a lot of lists or people buying multiple things or you wanna put
them in multiple categories, it might start to actually become more expensive.
So just be conscious of that when you're picking these things or planning out
how you're going to design or organize your management system. Um,
they do have a learning curve that really doesn't take that long.
If you kind of sit down, if it's something obviously you don't want to do,
you're more than welcome to, you know, hire someone to do it for you.
But as the business owner,
you're definitely gonna wanna understand how this works so that you can
communicate to whoever's building or managing this what you need to know from a
customer perspective. Cuz you'll be the one probably directing, uh, you know,
what you want to happen in those email sequences or, you know, fill,
figuring out the logical connection between products and all that kind of stuff.
Um, so make sure we, you,
you at least understand how this process works and are a little bit familiar
with the system cuz you'll probably be the one managing it. Um, starting out.