Marketing Automation
Empowering Business by Automating Your Story
What if the tedious parts of your business could run on autopilot?
When customers are presented with the right offer at the right moment, they usually say, "yes!"
Marketing automation is critical to delivering the right value at the right time to the right customer without driving you, the entrepreneur, crazy.
Providing the right next step at the right moment is critical to providing you business with a stream of new and returning customers. It can quickly become it’s own full time job. That's why marketing automation is critical.
But keeping up with a whole toolbox of apps that need to work together is a pain.
But it doesn’t have to be so overwhelming. What if it could actually feel natural and easy?
We help you keep it simple by providing all the functionality you need within one app.
During an onboarding session we'll help you get set up with a series of marketing automation to make your customer journey feel seamless and keep the qualified leads coming.
Most entrepreneurs stitch together multiple softwares like email services, texting services, and CRMs to try to manage it all.
We help you keep it simple by providing all the functionality within one app
Most entrepreneurs stitch together multiple softwares like email services, texting services, social medial tools and CRMs to try and manage it all. This approach still requires a lot of maintenance and opens the door for potential customers to be lost in the complexity.
From sending email campaigns to scheduling social media, booking appointments, managing all your customer relationships or even courses and communities.
You can have the simplicity of everything in one place at lower cost.
During your initial onboarding call, we'll help you get set up so they system runs on it's own and you can focus on running the business.
If you want more help designing your marketing strategy, we can help work with you to design a customer journey map.
Marketing Automation
Empowering Business by Automating Your Story
What if the tedious parts of your business could run on autopilot?
When customers are presented with the right offer at the right moment, they usually say, "yes!"
Marketing automation is critical to delivering the right value at the right time to the right customer without driving you, the entrepreneur, crazy.
Providing the right next step at the right moment is critical to providing you business with a stream of new and returning customers. It can quickly become it’s own full time job. That's why marketing automation is critical.
But keeping up with a whole toolbox of apps that need to work together is a pain.
But it doesn’t have to be so overwhelming. What if it could actually feel natural and easy?
We help you keep it simple by providing all the functionality you need within one app.
During an onboarding session we'll help you get set up with a series of marketing automation to make your customer journey feel seamless and keep the qualified leads coming.
OS Starter
Just getting started?
Get all the tools you need to capture, nurture and convert more leads into new customers. You'll get everything from the Coordinate level, just with a 500-contact and 3-user limit.
OS Starter
Just getting started?
Get all the tools you need to capture, nurture and convert more leads into new customers. You'll get everything from the Coordinate level, just with a 500-contact and 3-user limit.
Connect
Essential tools to connect with your ideal customers.
Leverage the primary channels of email, text, social media.
Connect
Essential tools to connect with your ideal customers.
Leverage the primary channels of email, text, social media.
Coordinate
Coordinate your marketing and sales efforts as one.
Deliver personalized value to your customers at critical moment throughout their buying journey.
Coordinate
Coordinate your marketing and sales efforts as one.
Deliver personalized value to your customers at critical moment throughout their buying journey.
Community
Grow a community that engages your ideal customer.
Increase your customers’ lifetime value through returning customers and referrals.
Community
Grow a community that engages your ideal customer.
Increase your customers’ lifetime value through returning customers and referrals.
OS Starter
Just getting started?
Get all the tools you need to capture, nurture and convert more leads into new customers. You'll get everything from the Coordinate level, just with a 500-contact and 3-user limit.
OS Starter
Just getting started?
Get all the tools you need to capture, nurture and convert more leads into new customers. You'll get everything from the Coordinate level, just with a 500-contact and 3-user limit.
Connect
Essential tools to connect with your ideal customers.
Leverage the primary channels of email, text, social media.
Connect
Essential tools to connect with your ideal customers.
Leverage the primary channels of email, text, social media.
Coordinate
Coordinate your marketing and sales efforts as one.
Deliver personalized value to your customers at critical moment throughout their buying journey.
Coordinate
Coordinate your marketing and sales efforts as one.
Deliver personalized value to your customers at critical moment throughout their buying journey.
Community
Grow a community that engages your ideal customer.
Increase your customers’ lifetime value through returning customers and referrals.
Community
Grow a community that engages your ideal customer.
Increase your customers’ lifetime value through returning customers and referrals.
OS Starter
Just getting started?
Get all the tools you need to capture, nurture and convert more leads into new customers. You'll get everything from the Coordinate level, just with a 500-contact and 3-user limit.
OS Starter
Just getting started?
Get all the tools you need to capture, nurture and convert more leads into new customers. You'll get everything from the Coordinate level, just with a 500-contact and 3-user limit.
OS Starter
Just getting started?
Get all the tools you need to capture, nurture and convert more leads into new customers. You'll get everything from the Coordinate level, just with a 500-contact and 3-user limit.
Connect
Essential tools to connect with your ideal customers.
Leverage the primary channels of email, text, social media.
Connect
Essential tools to connect with your ideal customers.
Leverage the primary channels of email, text, social media.
Connect
Essential tools to connect with your ideal customers.
Leverage the primary channels of email, text, social media.
Coordinate
Coordinate your marketing and sales efforts as one.
Deliver personalized value to your customers at critical moment throughout their buying journey.
Coordinate
Coordinate your marketing and sales efforts as one.
Deliver personalized value to your customers at critical moment throughout their buying journey.
Coordinate
Coordinate your marketing and sales efforts as one.
Deliver personalized value to your customers at critical moment throughout their buying journey.
Community
Grow a community that engages your ideal customer.
Increase your customers’ lifetime value through returning customers and referrals.
Community
Grow a community that engages your ideal customer.
Increase your customers’ lifetime value through returning customers and referrals.
Community
Grow a community that engages your ideal customer.
Increase your customers’ lifetime value through returning customers and referrals.
Most entrepreneurs stitch together multiple softwares like email services, texting services, social medial tools and CRMs to try and manage it all. This approach still requires a lot of maintenance and opens the door for potential customers to be lost in the complexity.
From sending email campaigns to scheduling social media, booking appointments, managing all your customer relationships or even courses and communities.
You can have the simplicity of everything in one place at lower cost.
During your initial onboarding call, we'll help you get set up so they system runs on it's own and you can focus on running the business.
If you want more help designing your marketing strategy, we can help work with you to design a customer journey map.
1 Credit
3 Credits
8 Credits
Find the Perfect Plan for Your Business or Nonprofit
Streamline Your Marketing with Powerful Automation
Automate repetitive marketing tasks, nurture leads, and drive customer engagement with our robust marketing automation solution.
Time-Saving Efficiency
Automate repetitive marketing tasks, freeing up valuable time to focus on strategic initiatives and creativity.
Personalized Customer Journeys
Create targeted, personalized customer journeys based on user behavior, driving higher engagement and conversions.
Simplify Your Marketing with Everything in a Single App
What if your marketing technology stopped being such a pain but instead felt easy.
Email Marketing
Grow your reach through an engaged email list and close sales with automated email nurture campaigns.
Social Media Management
Plan and schedule your social media campaigns and connect those campaigns to your other marketing campaigns and sales pipeline.
CRM Contacts and Pipelines
Optimize your lead generation process with conversion-focused strategies and tools.
Save $$$ Because the Price Never Changes
You can save time and money by combining all your marketing apps into one.
A Fixed Price Even When Your Business Scales
Your monthly price stays the same no matter how many contacts or users you have on your account.
Lock in the price the day you sign up
Even if the published rates do go up in the future, you will keep the same price as the first day you started using the Better Story Marketing OS.
Save time and $$ by combining all your apps into one.
Connect
Most entrepreneurs start out stitching together various services to keep costs low.
But in the end it ends up costing more in both time and money to keep everything in sync.
Consider the typical costs for a team with:
- 1,000 Contacts.
- 2 Team Members
Coordinate
As business grows, so does your marketing tech stack.
You're now using a CRM to keep track of your customers. And the number of tools to keep in sync just keeps growing.
Consider the typical costs for a team with:
- 2,500 Contacts.
- 5 Team Members
Community
You're seeing more and more happy customers and now you're exploring new ways to serve them.
Creating communities and courses can add a ton of value. But they can also add cost and complexity.
Consider the typical costs for a team with:
- 5,000 Contacts.
- 8 Team Members
OS Starter
Just getting started?
Get all the tools you need to capture, nurture and convert more leads into new customers. You'll get everything from the Coordinate level, just with a 500-contact and 3-user limit.
OS Starter
Just getting started?
Get all the tools you need to capture, nurture and convert more leads into new customers. You'll get everything from the Coordinate level, just with a 500-contact and 3-user limit.
Connect
Essential tools to connect with your ideal customers.
Leverage the primary channels of email, text, social media.
Connect
Essential tools to connect with your ideal customers.
Leverage the primary channels of email, text, social media.
Coordinate
Coordinate your marketing and sales efforts as one.
Deliver personalized value to your customers at critical moment throughout their buying journey.
Coordinate
Coordinate your marketing and sales efforts as one.
Deliver personalized value to your customers at critical moment throughout their buying journey.
Community
Grow a community that engages your ideal customer.
Increase your customers’ lifetime value through returning customers and referrals.
Community
Grow a community that engages your ideal customer.
Increase your customers’ lifetime value through returning customers and referrals.
OS Starter
Just getting started?
Get all the tools you need to capture, nurture and convert more leads into new customers. You'll get everything from the Coordinate level, just with a 500-contact and 3-user limit.
OS Starter
Just getting started?
Get all the tools you need to capture, nurture and convert more leads into new customers. You'll get everything from the Coordinate level, just with a 500-contact and 3-user limit.
OS Starter
Just getting started?
Get all the tools you need to capture, nurture and convert more leads into new customers. You'll get everything from the Coordinate level, just with a 500-contact and 3-user limit.
Connect
Essential tools to connect with your ideal customers.
Leverage the primary channels of email, text, social media.
Connect
Essential tools to connect with your ideal customers.
Leverage the primary channels of email, text, social media.
Connect
Essential tools to connect with your ideal customers.
Leverage the primary channels of email, text, social media.
Coordinate
Coordinate your marketing and sales efforts as one.
Deliver personalized value to your customers at critical moment throughout their buying journey.
Coordinate
Coordinate your marketing and sales efforts as one.
Deliver personalized value to your customers at critical moment throughout their buying journey.
Coordinate
Coordinate your marketing and sales efforts as one.
Deliver personalized value to your customers at critical moment throughout their buying journey.
Community
Grow a community that engages your ideal customer.
Increase your customers’ lifetime value through returning customers and referrals.
Community
Grow a community that engages your ideal customer.
Increase your customers’ lifetime value through returning customers and referrals.
Community
Grow a community that engages your ideal customer.
Increase your customers’ lifetime value through returning customers and referrals.
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Find the Perfect Plan for Your Business or Nonprofit
Streamline Your Marketing with Powerful Automation
Automate repetitive marketing tasks, nurture leads, and drive customer engagement with our robust marketing automation solution.
Time-Saving Efficiency
Automate repetitive marketing tasks, freeing up valuable time to focus on strategic initiatives and creativity.
Personalized Customer Journeys
Create targeted, personalized customer journeys based on user behavior, driving higher engagement and conversions.
Simplify Your Marketing with Everything in a Single App
What if your marketing technology stopped being such a pain but instead felt easy.
Email Marketing
Grow your reach through an engaged email list and close sales with automated email nurture campaigns.
Social Media Management
Plan and schedule your social media campaigns and connect those campaigns to your other marketing campaigns and sales pipeline.
CRM Contacts and Pipelines
Optimize your lead generation process with conversion-focused strategies and tools.
Save $$$ Because the Price Never Changes
You can save time and money by combining all your marketing apps into one.
A Fixed Price Even When Your Business Scales
Your monthly price stays the same no matter how many contacts or users you have on your account.
Lock in the price the day you sign up
Even if the published rates do go up in the future, you will keep the same price as the first day you started using the Better Story Marketing OS.
Save time and $$ by combining all your apps into one.
Connect
Most entrepreneurs start out stitching together various services to keep costs low.
But in the end it ends up costing more in both time and money to keep everything in sync.
Consider the typical costs for a team with:
- 1,000 Contacts.
- 2 Team Members
Coordinate
As business grows, so does your marketing tech stack.
You're now using a CRM to keep track of your customers. And the number of tools to keep in sync just keeps growing.
Consider the typical costs for a team with:
- 2,500 Contacts.
- 5 Team Members
Community
You're seeing more and more happy customers and now you're exploring new ways to serve them.
Creating communities and courses can add a ton of value. But they can also add cost and complexity.
Consider the typical costs for a team with:
- 5,000 Contacts.
- 8 Team Members
Frequently Asked Questions
How do I get my Marketing OS setup?
After you signup for the Better Story Marketing OS, we'll reach out to schedule and onboarding call. During that call, we'll walk you through the software, answer questions you may have and help you identify any next steps you need to take.
If you have any other questions, feel free to schedule a Marketing Automation FAQ call.
How do I choose a Marketing OS level?
The Marketing OS levels are designed to meet the needs of small businesses, nonprofits and solopreneurs at different stages in their journeys.
If you're just getting started and need an easy way to connect with your growing audience, then Connect might be the right level for you. You'll get essential features around email, texting, a website and social media.
If you're trying to nurture and qualify leads who become customers, then Coordinate has your needs covered. You get a full CRM, calendar scheduling, surveys and expanded website content features.
If your launching a course or building a a community, then Community is what you need. It allows you to create a membership community and host courses for a fraction of what most services charge.
With all three plans, there are no limits on the number of contacts you have or emails you send. If you're still not sure, you can start a 14-day trial at any level and change levels in the future if needed.
If you have any other questions, feel free to schedule a Marketing Automation FAQ call.
What if I want to change my Marketing OS level later in the future?
At Better Story Marketing, we want you to have the features you need to grow your small business or nonprofit.
You can always upgrade your Marketing OS subscription within your dashboard. If you would like to downgrade your subscription, please reach out to support@betterstory.marketing so we can ensure the change is made without you losing access to your customer information as some features are disabled.
If you have any other questions, feel free to schedule a Marketing Automation FAQ call.
What's the difference between the Better Story Marketing automation options?
All three options use the same software as the Better Story Marketing OS. There are just different functions turned on for each.
Connect
Essential tools to connect with your ideal customers.
Features includes:
- Automation Strategy Session
- Email Campaigns
- Automated Text Messaging
- Social Media Management
- Web Chat
- 2 Way Text & Email Conversation
- Missed Call Text Back
- $10 Monthly Texting Credit
- 14 Day Free Trial
- Email Support
Coordination
Coordination you marketing and sales efforts as one.
- Everything in Connect
- CRM Contacts and Pipeline
- Calendar Scheduling
- Website Hosting & Integration
- Trigger Links
- Surveys
- $25 Monthly Text Credit
- 14 Day Free Trial
- Email Support
Community
Grow a community that engages your ideal customer.
- Everything in Coordinate
- Courses
- Communities
- Memberships
- Proposals & Estimates
- Invoicing
- All Reporting
- $25 Monthly Credits
- 14 Day Free Trial
- Email Support
You can start a free trial at any level and upgrade or downgrade at any time.
If you have any other questions, feel free to schedule a Marketing Automation FAQ call.
What is marketing automation?
Marketing automation refers to the use of software or technologies to automate repetitive marketing tasks. This can include email marketing, social media posting, ad campaigns, and lead nurturing among others. The goal is to streamline marketing efforts, increase efficiency, and improve the effectiveness of marketing campaigns.
Key components of marketing automation include:
- Email Marketing: Automated emails based on triggers like sign-ups, website activity, or shopping cart abandonment.
- Campaign Management: Creation, tracking, and analysis of marketing campaigns across various channels.
- Social Media: Scheduling and tracking of posts across multiple platforms.
- Lead Generation and Nurturing: Identifying potential customers (leads), scoring them based on their level of interest or fit with your product, and sending them personalized content to move them through the sales funnel.
- Analytics and Reporting: Collecting data on campaign performance and customer behavior to inform future marketing strategies.
Marketing automation can save marketers a significant amount of time and effort, allowing them to focus more on strategy and creative tasks. It can also provide valuable insights into customer behavior and campaign effectiveness, helping businesses to continuously improve their marketing strategies.
Learn more about automating your small business or non-profit marketing strategy.
Why should a small business use marketing automation?
Marketing automation can provide numerous benefits for small businesses. Here are some key reasons why a small business should consider using marketing automation:
- Efficiency: Marketing automation can streamline everyday tasks such as email scheduling, social media posts, and lead scoring. This can free up time for the workforce to focus on more strategic activities.
- Increased Sales Productivity and Reduced Marketing Overhead: Marketing automation can drive a 14.5% increase in sales productivity and a 12.2% reduction in marketing overhead, according to Nucleus Research.
- Enhanced Personalization: Marketing automation allows businesses to personalize their communication with customers, which can improve engagement and conversion rates.
- Insightful Customer Data: Marketing automation tools can collect and analyze data on customer behavior and campaign performance, providing valuable insights that can inform future marketing strategies.
- Improved Customer Experience: By automating processes like lead nurturing and follow-ups, businesses can ensure that they consistently provide a high-quality experience for their customers.
- Better Alignment Between Marketing and Sales: Marketing automation can help align marketing and sales efforts, improving overall business performance.
In summary, marketing automation can help small businesses improve efficiency, increase sales productivity, enhance personalization, gain customer insights, improve the customer experience, and align marketing and sales efforts.
Learn more about automating your small business or non-profit marketing strategy.
Can marketing automation help with customer retention?
Yes, marketing automation can significantly help with customer retention. Here's how:
- Up-to-date Customer Data: Marketing automation helps keep your customer data current without requiring manual entry. This ensures that you have the most accurate information about your customers' purchase behavior and engagement, which can help in crafting personalized marketing strategies.
- Onboarding New Customers: Once a prospect purchases a product or service, marketing automation can help onboard them effectively, increasing the chances of them becoming loyal customers.
- Delivering Surveys and Tracking Customer Health: Automation can be used to deliver surveys at crucial moments, helping to track customer satisfaction and address potential issues before they lead to churn.
- Optimizing Communication Efforts: From customer acquisition to retention, marketing automation optimizes all communication efforts by reducing repetitive and time-consuming tasks, allowing more focus on strategy and customer relationships.
- Creating Retention Processes: Automated customer retention involves creating processes and using specialized software to keep customers engaged with your product or service, thereby improving customer loyalty.
- Reaching Out at the Right Time: Automation tools can identify the best times to reach out to customers, ensuring that communications are timely and relevant, which can improve customer satisfaction and retention).
In summary, marketing automation can be a powerful tool for customer retention, enabling businesses to maintain up-to-date customer data, optimize communications, and engage customers effectively. However, it's important to remember that successful customer retention requires a thoughtful, customer-centric approach to marketing automation.
Learn more about automating your small business or non-profit marketing strategy.
Is marketing automation expensive?
The cost of marketing automation can vary greatly depending on the specific tool, the features it offers, and the size of your business. For instance, some small business marketing automation solution starts at $90 per month for 100 contacts. On the other hand, some plans offer unlimited sending, email marketing, newsletters, and other features starting at $17/month for 3 users.
More comprehensive professional plans can go as high as $800/month with an additional one-time onboarding fee of $3000.
However, the cost should also be weighed against the potential benefits of automation. According to Avidly Agency, companies spend an average of 7% of their overall budgets on marketing automation, considering the time and resources it saves. It's also worth noting that the cost savings effects of automation are often more long-term.
While marketing automation can seem expensive upfront, many businesses find it to be a worthwhile investment in the long run because of the efficiency it brings and the potential for improved ROI. As always, it's important for each business to assess its individual needs and budget before deciding on a marketing automation tool.
Learn more about automating your small business or non-profit marketing strategy.
Does marketing automation make marketing impersonal?
Contrary to a common misconception, marketing automation does not inherently make marketing impersonal. While it's true that poorly executed automation can come across as robotic or detached, when used correctly, marketing automation can actually enhance personalization.
Here's how:
- Improved Segmentation: Marketing automation tools analyze customer data and segment customers based on their behaviors, preferences, and interactions with the business. This allows businesses to tailor their messaging to specific segments, making their communications more relevant and personalized.
- Personalized Communication: Automation allows businesses to send personalized emails, recommendations, and offers to customers based on their past interactions or purchases. This can significantly improve customer engagement and conversion rates.
- Timely Responses: Automation ensures timely and consistent communication with customers, which can improve customer satisfaction and loyalty. Automated responses can be customized to maintain a human touch and feel.
- Data-Driven Personalization: By collecting and connecting your data, automation helps businesses understand their customers better and deliver more targeted, personalized campaigns.
So, while it's possible for marketing automation to feel impersonal if not implemented thoughtfully, it can also be a powerful tool for enhancing personalization and improving customer relationships when used effectively.
At Better Story Marketing, we take a H2H (human to human) marketing approach even when designing marketing automation.
Learn more about automating your small business or non-profit marketing strategy.
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