Marketing Automation



Lead generation: it’s a constant need for a growing business. Without quality leads, your growth will stagnate and you’ll go nowhere fast. For most businesses, lead generation is the number one goal for their marketing dollars — in fact, in 2016, 85% of B2B marketers put lead generation at the top of their content marketing goals.

You’ve probably heard us say before that content marketing is key to generating quality leads. Customers like when a business is willing to meet them halfway, providing something of value to win their business. Blog posts are the most common example of this, but their longer, more comprehensive cousin — the eBook — is rising in popularity and proving to be equally effective for generating quality leads. Let’s take a closer look at eBooks.

What is an eBook?

An eBook is a practical guide or analysis that addresses a concept or trend of interest to your audience and provides information that your prospects can apply to their own challenges. eBooks are conversational in tone (unlike the more scholarly whitepaper) and typically present an overall look at an issue, trend, or industry. An eBook can include original content, collect product reviews, case studies, or testimonials, or curate content that has appeared in other formats (such as blog posts).

eBooks are designed for skimming. They don’t need to be extremely long — generally anywhere from 12-40 pages or so will suffice. Content is usually broken into smaller sections, separated with visual components like bulleted lists, photos, icons, call-outs, or infographics. An eBook should be equally informative and entertaining, presenting information that is quickly absorbed and easily implemented in a visually stimulating format.

Different Types of eBooks

An eBook can be organized in dozens of ways, but the following are six of the most effective formats for businesses.

  • Step-by-Step Guide. A “how-to” eBook, used to answer the “how do i…” questions your clients have or highlight the ways that your products or services can aid in the process of doing something that is relevant to your audience.
  • Deep Dive. A highly educational eBook used to walk your readers more thoroughly through a step in a process or dig deeper into a particular topic.
  • The Roundup. An eBook made up of compiled resources or expertise either from other sources or from your own previously written content. This could be used to compile information from experts on a topic or gather old blogs together into one cohesive presentation.
  • Q&A. Pretty self-explanatory, this eBook is like a more extensive FAQ page. Use it to address the key questions you get from clients or questions that hold your audience back from connecting with you.
  • Tips, Tricks, and Lists. Use this type of eBook to focus on a popular question your readers have that is related to your business, offering a series of suggestions or resources.
  • Diagnostic Assessment. Similar to a troubleshooting tool, this style of eBook is ideal if your audience has different types of problems that can be solved with your method, services, or products.

Build Trust With Your Audience

There is one very important psychological element involved in the process of closing a sale that those of us in business should never forget — trust. A customer needs to trust you before they’ll buy what you’re selling. There’s a reason no one wants to buy from sleazy used car salesmen — we don’t trust people who are trying to push us into buying a product. One of the best ways to attract leads and close sales is by establishing your trustworthiness. Offering your audience a relevant eBook can help accomplish that.

eBooks are not brochures or sales pamphlets. Instead, the focus of an eBook is on educating your prospective customers. Giving potential clients information that helps them arrive at a meaningful decision is a soft-touch way of persuading them that you are the right choice. Customers go through three stages before purchasing: awareness, consideration, and decision. eBooks take the customer from the consideration stage to the decision stage by offering useful content and highlighting your credibility.

eBooks are informative and educational in nature. They raise important questions and concerns customers have and answer those questions with evidence, research, and logic without pushing a sale. Offering useful information in the form of an eBook can not only help you complete a sale, it can also establish your business as a thought leader in your field and convince customers that you are an expert in your domain.

How eBooks Generate Leads

An eBook offers valuable resources that website visitors will be willing to trade information about themselves to access. In fact, a recent report showed that 63 percent of users said they’d provide their email for an eBook.

An eBook offers a sort of “sample” of what you are selling (much like those pizza samples we all love at the grocery store). It shows your audience you have worthwhile products or services to offer and you’re willing to prove that. An eBook is attractive to consumers because it doesn’t seem like a marketing tool. Instead, it presents more like a way to provide expertise or entertainment. It shows off your knowledge and gives website visitors a way to engage with you that requires little commitment on their part. This opens a door for you to nurture and convert them into customers.

What’s more, eBooks are easy to promote on social sites such as Facebook, LinkedIn, Twitter, or Instagram, as well as in email newsletters or by adding a link to your email signature. They provide the opportunity to start a conversation with your audience and drive them to your website. More website visits = more opportunities to generate leads and convert them into clients.

Want to see an example? A member of our team recently wrote an eBook for our website detailing some of the top reasons to outsource your marketing — check it out here!

If an eBook sounds like a good fit for your business, but you don’t have the time or skills to create one yourself, Wild Fig can help! We can write and design a relevant eBook that will help generate quality leads for your business. Contact us today to get started!



It’s the dog days of summer at Wild Fig Marketing HQ in Minnesota. We’ve been known to cast a line or two at the end of the day (often with a cold beverage in our hands, but that’s a topic for another post!). Marketing with landing pages can be a lot like fishing—it’s more productive if you use the right lure for the type of fish you’re trying to catch.
Like great anglers, great landing pages make marketing look easy. But there’s a lot of know-how and experience that make great anglers—and landing pages—successful. Here are a few tips from the master marketing anglers at Wild Fig Marketing that will help you convert more prospects from your landing pages.
1. Tell your prospects they’re at the right place.
We’ve experienced it so many times—a Facebook ad headline catches our attention, so we click on it. But the landing page it brings us to has nothing to do with what the Facebook ad promised. Yikes!
Landing pages are all about simplicity. If they’ve clicked your ad, your prospects have already shown they’re interested in what you’re offering. Make it easy for them to confirm that your product or service is what they need, then make it easy for them to make the decision to opt into your landing page giveaway (more on that below).
So, how do you let your prospects know they’re in the right place? Just match the headline in your ad to the headline on your landing page. Yes, it’s that easy! But you do need to make sure the headline you use is compelling, engaging, and reflects your brand. Wild Fig Marketing can help with that.
2. Before you sell, give.
In today’s digital marketplace, your personal information is currency. Users expect to get something in return to sharing their name and email with you. What you give away should reflect your brand, provide something valuable, and build trust with your prospects.
The possibilities for your landing page’s giveaway are limitless. Here are a few ideas we’ve seen work well for our clients:
A guide to building their business, natural cleaning products, training their new shelter dog, or whatever it is you can help them with.
An eBook or PDF that offers a solution to a common pain point your prospects experience.
A video explaining your product or service with a free trial offered at the end.
How do you decide what to offer your prospects? Listen to your customers! Understand what drove them to work with you—likely, it’s similar to what your prospects are looking for. Comb through your online reviews, send your customers a quick survey, or just pick up the phone and ask them.
The Wild Fig Marketing team can also help you come up with high-value, engaging ideas for attracting prospects. We’d love to get our creative juices flowing for you!
3. Make the decision easy for them.
Have you heard the phrase, “make the right thing the easy thing”? It can apply to nearly anything in life—eating well, parenting, and yes, attracting prospects. Compelling visitors to your landing page to act is a big deal. As our friends at Ontraport say, “They have to decide if your product or service is for them. Then they have to decide if they like your approach, personality, and specifics (such as features). Then they have to decide if they like it all enough to take action right now.”
That’s a lot of decisions, so make the process as easy as possible. Write succinct, engaging copy that drives right to why your prospect is considering working with you and the solution you offer. Choose engaging images and videos to accompany your copy. Then, take some time to come up with button copy that affirms their decision. “Submit” and “Enter” don’t cut it. Make your button copy specific to what you’re asking your prospects to do. If you’re offering a business guide, for example, your button copy could be something like, “I Want to Grow My Business.” It’s subtle, but button copy can make a big impact on your conversion rates.
Ready to make the most of your landing pages? Wild Fig Marketing can help. Contact us today to get figgy with it.

Is Blogging Dead?

Is Blogging Dead? 900 600 WildFigAdmin


Living in the midst of a continually-evolving online environment, we are constantly re-evaluating which platforms deserve our precious time and effort when it comes to marketing our businesses. One platform that is often pegged as increasingly irrelevant is that of the blog. We are here to assure you that not only are blogs relevant but they are central to your marketing strategy.

Here are 8 pieces of proof that blogs are very much alive and well!

  • Blogs sit on your website. Whereas social media platforms run distracting ads, blogs command the attention of your audience. They also increase the amount of time your audience spends on your website, increasing the likelihood of visitor engagement and conversion.
  • Blogs increase SEO.  Unlike with all of our favorite social media platforms, blog content actually populates in search engines! And when you provide relevant content, your visitors will engage with it and share it, increasing your search ranking.
  • Blogs give you the opportunity to engage one-on-one with website visitors. Be diligent in responding to all blog post comments and engage your prospective clients in conversation they value.
  • Blogs are something you own and therefore something you control. This means you’re not at the mercy of social media’s ever-changing algorithms. In other words, your SEO will not unexpectedly take a dive and leave you desperately trying to catch the wave of the latest algorithm.
  • Blogs are content marketing that helps you reach your target audience. Your blog provides the information your prospects are searching for. Your valuable content can position you as an expert in your field and who doesn’t want to do business with a field leader? Win-win.
  • Blogs are a great way for your prospective clients to get to know you, your product and your backstory better. They add a personal touch to what may otherwise be an impersonal, strictly-business website experience.
  • Blogs allow you to create more internal links on your website. This gives your website visitors a greater sweep of your website and the valuable content it contains.
  • Blogs drive website traffic. Be sure to regularly update your valuable blog content and watch your visitors come back for more! This will also increase engagement as the more fresh, relevant content you provide, the more opportunities there are for visitors to comment on and share your posts. And guess what? Increased engagement means increased conversion. Bam.

If you shut it down completely or haven’t updated it in awhile, now is the time to resurrect your blog. If your business doesn’t currently have a blog, getting a blog off the ground is one of the most important marketing investments your business will make.

If you’ve got a blog and want to know how effective it truly is, check out our complimentary Content Marketing Analysis Tool today!


Customer Experience (CX): Customer Service, Reinvented

Customer Experience (CX): Customer Service, Reinvented 900 600 WildFigAdmin

The notion of customer service has been reinvented: Now, everyone’s talking about customer experience — or CX.

Customer Service Versus Customer Experience
The shift in perspective is pivotal: Customer service focuses on the provider, CX focuses on the receiver.

Customer service describes a limited sphere: specific activities in which company and customer interact. It begins at first contact, and ends when the prospect makes a purchase or stomps off in frustration.

CX Matters in the Digital Age
On the other hand, CX is all-encompassing. It’s a narrative of every step of the customer journey, from the first moment they become aware of a company to the relationship they have with the product after buying it. A customer can experience excellent customer service, but end up with a product that is junk, or just wrong for them, and that ultimately means a negative CX. Conversely, a customer could have a major snafu with a hotel reservation or a flawed product, but a thoughtfully executed CX will turn it into a positive outcome.

“Customer experience is defined by the experience customers have, remember and share,” writes best-selling business author Brian Solis. It lasts longer and matters more than customer service.

Improved CX a Universal Business Strategy
Focusing on the CX is a crucial trend in the world of business today. The American Marketing Association (AMA) cites a Forrester study stating more than 90% of senior executives describe improving CX as a “top strategic priority.” Similarly, 90% of North American firms surveyed in 2014 aspired to be “CX leaders” within the next three years, according to a study by the Temkin Group.

These are big ambitions. Why has CX become such a focal point?

“It’s been reported that customers will pay up to 25% more for a similar product if they believe they’re going to get an exceptional experience,” writes Solis. That’s a pretty good reason!

Additionally, technology has enabled companies to be connected and responsive for much more of the customer journey than previously. Emails and automation, social media and digital customer reviews have radically transformed the relationship between buyer and seller.

CX — a Lazer Focused Vision on Customer Perspective
Even more so than with customer service, the business intending to excel at CX has to really live its commitment to the cause. Lip service won’t be adequate: it’s necessary to become intimately acquainted with what customers really value, and apply people, passion and resources to upgrading their experience. CX can only be measured from the customer’s perspective, and it’s the sum of their experience throughout their relationship with the company. That might be five minutes at Subway, or a lifetime with a car insurance company.

Bottom line — CX is entirely dependent on customers’ emotional reactions for the totality of the customer journey. For this reason, companies have to embrace a holistic approach: every process, policy, technology and interaction which touches the customer matters, so they have to be designed to work together.

Achieving great CX demands total focus on the customer’s perspective, identifying what may be missing or broken. It also requires awareness of other players in the field, and beyond. You’re competing with their satisfaction in their lives as consumers as a whole. They’ve flown SouthWest Airlines, they’ve shopped at Zappo’s, they’ve hailed an Uber — all these experiences influence the standards they inhabit.

CX: Ambitious, and Necessary
Sound big? It is. Perfecting the customer experience is bound to be a process, not a destination, but the payoff in terms of loyalty and goodwill ensures that it’s a journey worth taking. If you want help defining or redefining your customer journey, give us a call; we’ll work with you to identify ways you can improve or develop your CX and, ultimately, improve your client retention rate. Or, click here to set up a time to meet with one of our automation experts to talk about other ways automation can improve your client retention!

Ontrapalooza 2017 – Automation & Digital Marketing Highlights

Ontrapalooza 2017 – Automation & Digital Marketing Highlights 900 600 WildFigAdmin

What is Ontrapalooza?

If you’re crazy like I am, and you drive your RV 4,360 miles to get to Santa Barbara and back for the Ontrapalooza conference… You get “camp-a-palooza”! But what is Ontrapalooza? It is the annual digital marketing summit hosted by our friends at Ontraport – our software of choice for digital marketing and business automation. This was my third year there and, wow, what an incredible event! For those of you that missed it, I will try to give you a high-level overview of what you missed. Let me know if you are interested in attending next year and I will keep you in the loop!!


This year we were lucky to have two of our clients attend the event with us! This made it super fun as we had much to talk about and could learn and bounce ideas off of each other. The Wild Fig dinner was rather fun too I might add!!

A new way to tell secrets

This year Landon Ray (CEO, Ontraport) announced a different approach to new feature releases. The past few years it has been part of the excitement at Ontrapalooza to hear about the unveiling of some new and exciting features on the platform. This has caused them to delay the release or race to get it ready for the exact date of ‘Palooza’. The new approach will be to recap what has been added and talk about what is coming next. This way, they can deliver new functionality as fast as it is ready and not delay. This was awesome news for me – a slow drip of exciting enhancements all year!

New features

OK, now for the juicy stuff…

Campaigns – We have been using Ontraport Campaigns for a few months now since version 5 of the software came out. Some of our clients are here and some are still using the sequence model or a little of each. Campaigns bring a fantastic visual representation of the automated business and marketing systems we build for us and our clients. They have now added an embedded notes feature to help document what is happening in the flow of your campaign – like “here we are split testing green -vs- orange CTA buttons”.

What-if Analysis

So as if campaigns weren’t exciting enough… imagine if you could predict your traffic and how your paid ad budget could impact your business. Imagine that you could take your proven campaigns and apply some “what if I paid more” or “what if more leads converted here” type logic and see the results, BEFORE you made the investment or change??? Yup – you got it – they built that for us!! There is now an Ontraport Projection Mode of the campaign builder that allows you to change the counts throughout campaigns to see how it would affect your bottom line!!

More new stuff

There have been a couple additions to the platform, a couple of these were released while we were at Palooza…

  • 15 Minute Automation Processing – The simple explanation of this is that you can now have automation steps happen every 15min instead of 30min. The larger explanation is to think about how much horsepower it takes to run every OP user’s automation – now think about running that twice as often?! Wow – that must’ve taken a few more cycles and memory!!
  • $0 Coupon Codes – segment offers without affecting pricing, tag purchase type with a code…
  • Subscription Invoices (receipts) – This was huge for us and a few of our clients! There was an issue where the system would only send a single receipt after signing up for a subscription (like weekly, monthly, whatever) – now the system can send a receipt every time a payment is made for the subscription!!
  • Google Analytics eCommerce Tracking – ability to tie purchase tracking data to your google analytics account to enhance your total reporting.

Upcoming stuff

Here is where we transition to the new way of delivering upgrade announcements. We heard about a few things on the radar to deliver throughout the next year…

  • Automatic email tracking
  • Grab URL variables automatically
  • Time stamp fields – and relative waits
  • Transaction data merge fields in webhooks
  • New accounting system based on industry-standards

Drum roll please…………

  • Ontrapages Version 3!! – This one is huge folks! We got to see a preview of the next version of the web page/landing page builder and it takes building sites to the next level. Customize your blocks and then build your page – for total control, and still mobile-friendly!! Amazing to see, and great to know they are listening to us!!

New Ontraport Weekly VLOG

Ontraport will be presenting a new weekly video blog on how Ontraport uses Ontraport. This should prove to be very exciting since they truly run their own software and some of us have learned some handy ways to leverage the platform because of this. Now the Ontraport team will be sharing some of their own secrets on how they use the awesome sauce, that is Ontraport, once a week!

Next Steps…

Think about how these new features can help you and your business. If you have any questions as to how we could leverage some of these in your account let me know. Maybe you have been on the fence about stepping up your automation or digital marketing? Now is a great time to get started with Ontraport and Wild Fig Marketing. Click here to setup a time with me to discuss the new features and the whole platform and how it can help you and your business!!

Case Study: How Automation Saved One Client a Full Week Each Month

Case Study: How Automation Saved One Client a Full Week Each Month 900 600 WildFigAdmin

How would you like to save 40 hours a month? That’s like getting an entire week per month to work on the things that are important to you!! For one client of ours, we were able to do just that by automating their new client onboarding process, saving them hundreds of hours a year in follow up, notifications and reminders, giving them more time to focus on their clients and services! Using Ontraport, with it’s strong automation capabilities and new campaign tools, we were able to help this client make it all happen. Let me break it down into areas to explain:

Starting Point

First, there is an automatic reply for email inquiries that directs prospects to a landing page (web page) to schedule an introductory meeting. This page is built and hosted in Ontraport and is promoted through social media and other channels as well. It collects some basic information in a form, and allows the potential client to pick a meeting time from the available time slots. The meeting calendar is integrated with Zapier using Calendly to talk with MS Office 365 calendar (or could work with another calendar app). The meeting slots are predefined in length and day/time our client is available.

A Little Intervention

Now, the flow of things… If someone clicks on the link but never schedules an appointment, the system will send a reminder email. If this email still does not get them to schedule an appointment, we create a task to have someone call the prospect directly. Once we have an appointment, we create a task for the introductory phone call with the prospect. Once the call occurs we can have multiple outcomes. For example: “Successful Call”, “Not a good fit for business” or “call didn’t occur”, etc… For each outcome, we can take different actions. In this case, let’s assume we had a successful call and the task is marked as complete.

Down Payment Process

Since the call happened and a down payment is required, we need to send an agreement and collect a down payment. The agreement document is handled through a Webmerge integration to Docusign. The Webmerge integration pulls the data from Ontraport and places it into the Docusign document for delivery and signature. We use a custom field to keep the down payment editable – this allows for different sized clients/down payment amounts. When the document goes out, we create another task to watch for payment and Docusign to be returned. Payment for most of our clients is done through a link and hosted inside of the Ontraport process. For now, we will invoice in contract and await the payment. Once the Docusign document is returned, we can mark it complete and the system will now create a task for the larger design and final proposal!

Contract Madness Made Simple

Final Proposal – There may be multiple versions of the proposal so we build this into the automated process. By using task outcomes – we can create a loop in the Ontraport campaign of “signed and accepted” or “new contract needed”. We can run through this until we get acceptance. To automate the contracts, we use multiple custom fields to support variable length statements of work. We started with 10 for this client. This allows them to have some contracts with 2 or 3 deliverables and others with up to ten or even more! The Webmerge process allows for a create and merge “if exists” feature – so you don’t end up with multiple blank lines on the contract.


Once the final proposal is accepted, the final task is closed and the client moves into ‘normal’ alerting emails. 30 days before their event, they get a notification about final changes and two weeks before their event, we remind them of any other last minute items. After their event, they receive a thank you card for doing business together.

Move to Marketing

Upon completion of their event, we move them into a nurturing sequence, where they are sent a 6 month reminder of our thanks for doing business and ask for a referral of more potential clients like you! We may or may not perform more of these and finally, move them into our general marketing newsletter, blog reminder, or other regular client communications.

Ready to get 10-30% of your month back?

Think about how many steps are in your business processes. Think about the areas in your business where you are performing steps that are duplicatable and repeatable. At Wild Fig Marketing, we specialize in helping you document your processes, finding areas where automation will save you the most time and money, and implementing these systems using Ontraport and other integrations for flexibility. Sign up for a free 15 minute call today by visiting:


Send me an email at with questions about how you can start saving time and get back to doing what is important!!

Taking the Patient Experience from “Ow!” to “Wow!”: An Automagic Case Study

Taking the Patient Experience from “Ow!” to “Wow!”: An Automagic Case Study 900 600 WildFigAdmin

We all love earning new business. When a new patient entrusts their health to a new health care provider, it’s particularly exciting. That’s what Wild Fig Marketing discovered when we worked with a local chiropractic clinic. With a staff of 25, the clinic had a lot opportunities to make sure its patient onboarding system crossed its “t”s and dotted its “i”s. But there was a lot of opportunity for details to slip through the cracks. It was time for some automagic!

An Automated, On-boarding Campaign Designed to Turn “Ow!” to “Wow!”

After a comprehensive consultation with the clinic, we uncovered several opportunities for the clinic to stay in touch with new patients and even cross-sell products and programs that would help patients improve their health. We built an automated, new patient on-boarding campaign that began with a simple online form the clinic’s front desk staff would complete when a new patient booked an appointment. Once they filled out the form and clicked submit, the following sequence would automagically begin:

  1. Immediately: Welcome email sent to the patient with a personalized note from the doctor they’d be seeing along with an appointment reminder, a map to the office, and links to forms to complete along with instructions.
  2. 1 Week after Appointment: Follow-up email sent after the patient’s first appointment that addresses expectations and communicates the keys to a successful treatment plan.
  3. 5 Weeks after First Appointment:  After 6 weeks of treatment, patients typically start feeling better and their visits become sporadic. To curb this behavior, the sequence sends an email 5 weeks after treatment that addresses the benefits of completing the program. It includes testimonials from other patients who did not complete their program and had to start their treatment program all over again taking them longer to heal.
  4. 8 Weeks after First Appointment: This follow-up email features the clinic’s other programs and products that can assist patients in living healthier lives.
  5. 12 Weeks after FIrst Appointment: This email includes  a built-in survey to help improve patient retention.  If the survey is positive, the clinic asks the patient to post a review online. If the survey is not positive, the clinic is notified via email so they can follow-up personally.

This campaign has become a powerful patient retention tool for the clinic.  The system could be applied to many different industries, from chiropractic clinics to accounting firms. If you’d like to explore how a campaign like this could improve your customer retention, please contact us!

Think Your List Is Tired? Think Again. It’s Time to Retarget.

Think Your List Is Tired? Think Again. It’s Time to Retarget. 900 600 WildFigAdmin

Chasing cold prospects can feel an awful lot like chasing tail, and finding qualified new prospects can be a lot of work, too. That’s why we encourage our clients to focus on the prospects right under their noses.

Your current list is already familiar with your business, whether they’re existing or former clients or customers who got cold feet during the buying process. Retargeting this group of people can reap a much better return on investment than a campaign that goes after all-new prospects does.

Why Retargeting Works
Retargeting customers often has a higher conversion rate than marketing to a cold list. Retargeted customers have already shown an interest in your product or service, which moves them farther down the sales funnel. This is true for past clients and customers who abandoned a shopping cart or visited your contact page without filling it out. It also gives you the opportunity to cross-sell products to your current clients.

How Retargeting Works
When a prospect or customer visits your website, Google AdWords anonymously tags them (the same process occurs on Facebook, too). You can use this data to place ads on websites, search, and social platforms that are hyper-focused on their interests. Because the audiences for these ads are limited to those who have been tagged, your costs are lower, while engagement and conversion goes up.

Where Retargeting Is Most Effective
Currently, Facebook ads and Google AdWords are the most effective tools for retargeting customers. Both allow you to drill down to a very specific audience for your ads, lowering your investment and increasing engagement. Both Facebook and Google AdWords allow you to use your data to create a new audience of similar prospects.

Sound Like a Lot of Work? Get Figgy with It!
It’s true that finding and interpreting your retargeting data and creating ads that cater to your retargeted list is hard work. That’s why Wild Fig Marketing recommends you automate the process. Schedule your free consultation with us to uncover the automation tools that will help you make the most of your current list. Schedule your free 15-minute marketing consultation today to get started!

Is Automation Right For You?

Is Automation Right For You? 900 600 Kevin Switala

The answer is yes. We haven’t worked with, or heard of, a single company that couldn’t profit from automation. In fact, the return on investment (ROI) for automating processes typically falls between very attractive and no brainer! But it’s not just for financial reasons that we automate. Here are some of the benefits of automation:

  • Increased efficiency and minimized risk
  • Increased client retention and strengthened client relationships
  • Increased credibility and a preservation of your reputation
  • A guarantee that processes are followed
  • The ability to track and measure what’s working
  • Saved time so you can spend time doing what you love!

Automation Wears Many Different Hats

A lot of times in the digital marketing space, we automate our campaigns, funnels, and marketing processes but we forget about other automation. The more we leverage our automation platform, the more value it brings to us. Think about these examples:

Sales Automation

  • How many times do your sales people (or you) miss an opportunity due to missed follow-up?
  • What if you could send a text message to provide basic info for a critical sales call?
  • What if you could automatically send appointment reminders to clients AND salespeople?
  • Do your potential clients get the right information at the right time during the sales process?
  • How much time do you spend writing down the same to-do’s from prospect meetings?

Lead Scoring

  • What if you could perform action based on how interested or active a lead or prospect is?
  • How about if you were alerted to the top 10 readers of your content?
  • What if you could automate follow-up for those that are opening emails and clicking on links frequently?

Digital Marketing Automation (oops, did I slip that in the list?)

  • Provide monthly email newsletters to your clients to stay top of mind and promote sales!
  • How about a text your name/email to this number for a chance to win at your next sponsored event?
  • Need a call-to-action landing page to grow an audience for a future webinar?
  • Wouldn’t it be nice to automatically provide timely information to prospective clients on their sales journey?
  • Want to keep your client list clean by monitoring email open rate and client involvement?

Internal Automation

  • What if you could automate on-boarding new clients with the first email after conversion – forms, signatures, filing?
  • How about a basic payroll prep automation – collect hours and pre-approve for your payroll company?
  • What if you don’t have an HR department? Do you have processes for time off requests, W4 updates, 1099 or subcontractor agreement  updates, online training programs/sign-off?

Payment Automation

  • What if you could process monthly subscription payments and invoices automatically?
  • How about avoiding transaction failures by building a credit card expiration reminder email sequence?
  • Wouldn’t you love to automate the sale of product and provide single point fulfillment orders for processing and delivery?

Date Driven Automation

What if you could deliver time sensitive communication throughout the delivery engagement? We have brides that need caterers and seating charts, we have chiropractors that need to prepare patients for months to come, we have educators that need to provide timely curriculum and materials to match class time, we have automotive needs that were too expensive earlier in the year but have become critical maintenance items.

Automation 101

A couple of notes about when to automate…

Is the Practice Repeatable? – In order to automate a practice, we need to have a set of well-defined steps that are followed each time we perform the function. If the process is different every time, it will be hard to automate and our success rate will fall.

Can it be Documented? – We need to be able to document the process we want to automate. Sometimes there are too many variables or too much human intervention – for these situations, document and automate the main process and account for human intervention with delayed steps and/or task management.

The Over-Automation Mistake – If the process you automating is a one-time, 2 hour process and it takes 4 hours to build automation, then maybe it’s not a good fit for automation.

Don’t stop now!

There are many ways to automate the things we do every day. The more you can automate, the more time you get back for doing the things you really want to do!! If you’re ready to take that next step to find out how automating your business can help you save time, increase leads and deepen your client relationships, then schedule your call to explore how we can help you breakthrough to the next level in your business and give you back more time to do what you love!

3 Tips to Avoid Running on Empty This Summer

3 Tips to Avoid Running on Empty This Summer 900 600 Amy Judge

You spend hours every summer gassing up the car, gassing up the boat, and gassing up the lawn mower. How many hours do you spend filling up your own tank?

For many business owners in Minnesota, work doesn’t slow down when the weather’s nice and you’d rather be up at the cabin. It can be easy to get so caught up in driving your business forward that you wind up running on empty. Here are a few of the ways the Wild Fig Marketing team stays topped up so we’re always at our best for our clients.

1. Lean on Your Support Team
And we just don’t mean the outstanding staff you’ve surrounded yourself with at work. Take a moment to identify the people who are always in your corner. They could be your spouse, your kids, your friends, or your coworkers. These are the people you should turn to when things shift into high gear, whether you go grab a cup of coffee together or a take a short walk through your neighborhood.

2. Don’t Be Afraid to Unplug
We simply don’t do this enough. Even when we’re at the cabin or on vacation, we check email and even respond to client calls. The truth is, these calls and emails can wait, even if it’s just for an hour. And often, our business is the better for it. Give yourself a moment during the day to unplug and recharge, even if it’s just to walk down the block to grab a snack. Rely on the team you’ve built to manage the business while you’re away for a long weekend or week at the cabin.

3. Play to Your Strengths (and Outsource the Rest)
When you are doing what you love and what you do well, you’re more efficient and less likely to feel like work is a chore. Identify what your strengths and skills are, and then make a list of the things you’d rather not (or can’t) do yourself but know are important, like marketing and accounting. If you have team members with the skills to complete these tasks, great! If you don’t, it’s time to outsource.

Wild Fig Marketing can help you automate your marketing efforts so you can focus on the things you do best. To schedule your consultation, give us a call or book your appointment online.

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