READY TO AUTOMATE  YOUR MARKETING AND OPERATIONS FOR MAXIMUM RESULTS?

Business Automation Training

This training is designed to help businesses implement automation within the 3 critical areas of business: sales, marketing and operations. Over a 90 day period, your team will have planned, designed, implemented, and started to optimize these 3 systems.

The goal is ultimately to help automate the things that your business does on a regular basis, to make your team more effective and efficient, and to streamline the processes in your business.

Here is what you can expect with this transformative training:

WEEK 1

Drilling Down & Clarifying Your Client Avatar & Offering

WEEK 2+3

Mapping Your Business Processes Using Lucid Chart

WEEK 4+6

Automating Your Sales
Process

WEEK 7+8

Marketing Automation

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WEEK 9+10

Fulfillment Automation

WEEK 11-14

Automation Optimization

Week 1

Drilling Down Client & Offer

Your team will work with our trainers to take a deep look at your ideal client’s profile and avatar from demographic, psychographic and emotional angles. The primary business offers are then studied and together, we will ensure that your team has established a proper market-to-offer match and ensure proper alignment.

Week 2+3

Mapping Business Processes Using Lucid Chart

You will then learn how to map out the critical processes of your business using Lucid Charts, a business process mapping and flowchart software, for the clear delineation of your critical processes between Marketing, Sales and Fulfillment. The critical takeaway of this section will be a clear map of what your team will be working on over the following 6 weeks to ensure proper execution from an objective standpoint.

Week 2+3

Mapping Business Processes Using Lucid Chart

You will then learn how to map out the critical processes of your business using Lucid Charts, a business process mapping and flowchart software, for the clear delineation of your critical processes between Marketing, Sales and Fulfillment. The critical takeaway of this section will be a clear map of what your team will be working on over the following 6 weeks to ensure proper execution from an objective standpoint.

Week 4-6

Sales Automation

This section of the training will assist in automating critical sales processes within the company for maximum effectiveness. Your team will learn to execute:

Sales Pipeline in Pipedrive

This portion of the training involves properly taking your process map and converting it into up to 2 sales pipelines for your business. This will help with proper sales stage flow as per your sales team’s requirements. Your team will customize the opportunity stages, triggers, reporting sales metrics and reporting dashboard in a way that will provide actionable data for use with revenue and sales projections.

Sales Automation

From there, you will identify selective sales stage automation support, which will send out various tasks and communications both internally to your team, and to your customers. This is done using Infusionsoft, a CRM & Marketing Automation system. During training, you will explore how to integrate the two platforms effectively, allowing a seamless communication between the them and producing a coordinated result. This insures that actions taken on the marketing side of your business can trigger sales people’s actions, and vice versa.

Week 4-6

Sales Automation

This section of the training will assist in automating critical sales processes within the company for maximum effectiveness. Your team will learn to execute:

Sales Pipeline in Pipedrive

This portion of the training involves properly taking your process map and converting it into up to 2 sales pipelines for your business. This will help with proper sales stage flow as per your sales team’s requirements. Your team will customize the opportunity stages, triggers, reporting sales metrics and reporting dashboard in a way that will provide actionable data for use with revenue and sales projections.

Sales Automation

From there, you will identify selective sales stage automation support, which will send out various tasks and communications both internally to your team, and to your customers. This is done using Infusionsoft, a CRM & Marketing Automation system. During training, you will explore how to integrate the two platforms effectively, allowing a seamless communication between the them and producing a coordinated result. This insures that actions taken on the marketing side of your business can trigger sales people’s actions, and vice versa.

Week 7+8

Marketing Automation

This section of the training will assist in automating marketing and content distribution processes in a way that is scalable and leveraged. Your team will learn to execute:

Landing & Video Pages

This is the front page where top-of-funnel internet traffic will come and engage with you for the first time. The purpose of this page is to convert anonymous traffic into a qualified lead. Page building, headlines, copy and integrations are covered here.  Your team will implement 1 landing page and 4 video pages on WordPress.

Copy Writing 

Copy is a fundamental element in all stages of the funnel: email copy, your pages, video scripting and headlines. As such, your team will be trained to be comfortable in implementing these critical aspects of marketing for their funnel. You will implement a total of 5 headlines, 12 pieces of email copy, landing page copy, video scripts and video page copy during the training. When a lead registers to claim your free offer, they’ll receive an educational video series to nurture and convert the lead into an appointment on the first visit to your site.

Marketing Automation

The primary platform that will be used is Infusionsoft. All information captured from the leads will be organized and segmented within this system for automated marketing purposes. Automated email sequences will be developed for lead education, questionnaire delivery and appointment scheduling purposes. Elements of copy, automation, segmentation, goals and webforms will be covered in this section of the training.

Scheduling

An important aspect of the funnel for service providing companies is to be able to schedule appointments automatically, with qualified leads which present your sales people with the opportunity for an immediate close. This scheduling must integrate with your team’s calendars for quick sync with appointments within the standard company calendars.  The scheduling tool setup and integration are both covered during this section.

Week 7+8

Marketing Automation

This section of the training will assist in automating marketing and content distribution processes in a way that is scalable and leveraged. Your team will learn to execute:

Landing & Video Pages

This is the front page where top-of-funnel internet traffic will come and engage with you for the first time. The purpose of this page is to convert anonymous traffic into a qualified lead. Page building, headlines, copy and integrations are covered here.  Your team will implement 1 landing page and 4 video pages on WordPress.

Copy Writing 

Copy is a fundamental element in all stages of the funnel: email copy, your pages, video scripting and headlines. As such, your team will be trained to be comfortable in implementing these critical aspects of marketing for their funnel. You will implement a total of 5 headlines, 12 pieces of email copy, landing page copy, video scripts and video page copy during the training. When a lead registers to claim your free offer, they’ll receive an educational video series to nurture and convert the lead into an appointment on the first visit to your site.

Marketing Automation

The primary platform that will be used is Infusionsoft. All information captured from the leads will be organized and segmented within this system for automated marketing purposes. Automated email sequences will be developed for lead education, questionnaire delivery and appointment scheduling purposes. Elements of copy, automation, segmentation, goals and webforms will be covered in this section of the training.

Scheduling

An important aspect of the funnel for service providing companies is to be able to schedule appointments automatically, with qualified leads which present your sales people with the opportunity for an immediate close. This scheduling must integrate with your team’s calendars for quick sync with appointments within the standard company calendars.  The scheduling tool setup and integration are both covered during this section.

Week 9+10

Fulfillment Automation

Once the deal closes, it is critical to connect with operations. This can be with fulfillment, project management or customer service. All these roles can be supported with fulfillment automation to remind the team of operational, client service or outreach tasks which ensure that operations are standardized for maximum effectiveness, and simultaneously provide automated touch-points to the client.

Using the fulfillment maps along with the copywriting and automation knowledge learned within the previous 2 sections, your team will learn the best way to implement it and manipulate it for future optimization purposes.

Week 9+10

Fulfillment Automation

Once the deal closes, it is critical to connect with operations. This can be with fulfillment, project management or customer service. All these roles can be supported with fulfillment automation to remind the team of operational, client service or outreach tasks which ensure that operations are standardized for maximum effectiveness, and simultaneously provide automated touch-points to the client.

Using the fulfillment maps along with the copywriting and automation knowledge learned within the previous 2 sections, your team will learn the best way to implement it and manipulate it for future optimization purposes.

Week 11-14

Automation Optimization

System adoption and optimization is critical. Your team will have questions on how best to manipulate the automated systems to behave more effectively toward their desired outcomes. Upon using the system, you will discover things that should be eliminated, changed, or added. These 4 weeks involve 90 minute virtual meetings with  trainees to answer all questions and to assist them in solving the different challenges that are likely to occur.

Week 11-14

Automation Optimization

System adoption and optimization is critical. Your team will have questions on how best to manipulate the automated systems to behave more effectively toward their desired outcomes. Upon using the system, you will discover things that should be eliminated, changed, or added. These 4 weeks involve 90 minute virtual meetings with  trainees to answer all questions and to assist them in solving the different challenges that are likely to occur.

Week 11-14

Automation Optimization

System adoption and optimization is critical. Your team will have questions on how best to manipulate the automated systems to behave more effectively toward their desired outcomes. Upon using the system, you will discover things that should be eliminated, changed, or added. These 4 weeks involve 90 minute virtual meetings with  trainees to answer all questions and to assist them in solving the different challenges that are likely to occur.

Want To See How This Training Might Help Your Team?

Set Up An Audit Session To Discuss How This Might Fit Your Needs.

Who Is This For?

This training was built specifically for mid-sized businesses experiencing growing pains. No longer faced with the challenges that were present when they were below the million dollar mark, businesses need to adapt and give themselves every possible competitive advantage to stay ahead of their competition, and serve their clients more effectively.

If you have a team with dedicated roles including marketing, sales and support, and have moved beyond being a company where everyone “wears a lot of hats” then you are ready to automate your systems.

Your Investment

This training package is billed on a per-participant basis. However, it is recommended that you enroll a minimum of 3 participants to ensure they can divide tasks effectively and complete the course in the expected time frame, in addition to their regular duties.

If you would like to add or remove modules of the training, we can discuss making changes to your team’s training package in your Marketing Audit.

Business Automation Training
(per participant)

$11,000

Why Us

At eRational Marketing, we’re all about the results. We uncover who your market is, how to engage them using content and then we convert them into paying customers using our proprietary funnels. It’s about creating an online experience that transforms users into followers; customers into ambassadors.

We do this by listening to you, by understanding your target audience, and by putting our extensive online knowledge to work on a plan which will improve your business goals and change the way you think about the potential of the internet.