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Automating Your Digital Marketing Strategy
Presented by Catherine Sanders Reach and Chelsey Lambert
What is Marketing Automation?
Marketing Automation Examples
• Send a Blog Post to Social Media • Wordpress Website Plugin Social Media Account
• Intake Form on Website sends info email or text to client automatically
• Form tools Zap Mailchimp
• Automatically send Retainer Agreement when an appointment is booked in Calendly Zap Hellosign
• Create Contacts from Signatures in Outlook • Then enroll them in an email campaign
Marketing Automation Costs
• Social Media Automation = $0 – 10/mo• Intake Forms on Website with Text /email
Integration = $20-40 • Calendly + Hellosign = $25/mo• Create Contacts from Signatures in Outlook =
FREE (Evercontact)
It’s Good to Have Goals
• What is your definition of success?
• What do you have today? • Systems, software, resources.
• What do you want to have tomorrow? • Process for certain contact types.
Task Management
ToDo-ist to Capture (and Share) Ideas
Virtual Coach: Lawcountability
Virtual Coach: Origination Station
About Your Website
All About Content
• Read – Digest – Regurgitate • Blogging• Outsource it
Feedly – Current Awareness Captured
Dlvr.it
Too Much? Outsource It!
Social Media Management
Hootsuite for Managing Social Media
Email Marketing Tools
• MailChimp• Constant Contact• GetResponse
Email Newsletter Vs Campaign
MailChimp
Capturing Contacts
• Evercontact• Copy2Contact• Evernote for business cards
Evercontact
Copy2Contact
Evernote App
Moving Communication to Consultation
• No friction appointments• Calend.ly, ScheduleOnce• X.ai
Calend.ly
Amy and Andrew, the AI assistants
https://x.ai
Automation Magic
• IFTTT (If This Then That)• Zapier• Microsoft Flow
Zapier
IFTTT
Flow
Customer Relationship Management
What’s the difference between a CRM & PMS?
CRM Automation Example
Chelsey LambertFounder and CEO, Lex Tech Review
847-702-2774
Catherine Sanders ReachLaw Practice Management & Technology
The Chicago Bar Association312-554-2070
• YOU play the most important part in keeping TECHSHOW exciting. Please complete the Speaker evaluation before you leave.
• Reserve the dates!
TECHSHOW 2019: February 27 – March 2, 2019
