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Automating Your Digital Marketing Strategy Presented by Catherine Sanders Reach and Chelsey Lambert
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
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