placeholder

Services     Software     About

Get Your Free Guide to Marketing Automation

The Marketing Automation Playbook cover

The Marketing Automation Playbook will show you how to take your practice development to the championship level.

The 20-page playbook explains how to generate more leads and nurture them through the client journey. It provides marketing automation basics and ready to use workflows for automated campaigns.

The Marketing Automation Playbook will show you how to:

  • Manage Leads & Contacts
  • Create Lists & Segmentation
  • Use Dynamic Lists Based on Form-Fills
  • Set up Dynamic Lists Based on Behavior
  • Use Triggers & Filters
  • Create Workflows
  • Set up Behavior-Based Lead Scoring
  • Build Campaigns That Convert
  • Create Email Nurturing Campaigns
  • Create Shopping Cart Abandonment Campaigns
  • Create Onboarding & Welcome Campaigns

... and much more.

Sample pages from Playbook