ActiveCampaign Marketing & Sales Automation Starter Pack
Leverage our experience and templates. We’ll setup for you a standard Automation system and get you up and running fast!
After 4 -6 Weeks You Will…
Have learnt and understood the framework that will show you step by step how marketing automation works
Have automated basic campaigns set up to nurture your leads and track contact behaviours
Have a centralised CRM system that you can use for effective sales tracking
What exactly we’ll do for you
It’s quite simple.
DETAILS OF THE SCOPE
This is a standard approach to automation, we will set all this up for you and include few calls in between to ensure this all fits your business. Automation takes time, though we’ve mastered the process and we know what needs to be done.
This program is designed to be completed within 4-6 weeks and to go through over our signature 3 steps systems.
ActiveCampaign Technical Setup
- Lists setup
- Basic tagging Naming convention creation and setup
- 2 x Email Templates (Newsletter & Simple Email Template)
- Lead Capture Sequence – from a web form on the website to notifications built-in Active Campaign + Creation of Deal in CRM
- Other Website integrations – from
webform on the website to notifications built-in Active Campaign + Creation of Deal in CRM
- Setup notifications to the owner of the Deal
- Set up notifications for new leads coming from the website
- ActiveCampaign Integration with Third Party Systems (See below systems to be used)
- CRM Setup according to the different stages of your sales process
ActiveCampaign CRM Setup
- Pipeline creation
- Sales stages creation
- Triggers for different stages creation
- Notifications setup
- 1 x Thank You for Contacting Us
- 1 x Lead Magnet Delivery
- 1 x Business Intro Email
- 5 x Emails Nurturing Campaign
- 1 x Welcome email for new customers (Deal Won)
- 1 x Lost Deal Email
- 1 x Feedback System
- 1 x Email Google Review Feedback Request
- 3 x Engagement tracking
Lead Scoring System
A simple lead scoring system is set up using the engagement
Third Party integrations
We include up to 3 x Integrations per project through Zapier. Our standard integrations are the following:
- Integrating ActiveCampaign and Online Scheduler
- Integration of ActiveCampaign and Website
- Integration of ActiveCampaign and Landing Pages for Lead magnets
Here's What We Will Achieve Working Together
Get Time Back
We are experts in combining the right strategy with technology to free up huge chunks of your time.
Get Sales Consistency
Increase customer engagement while building efficiency, consistency and rigour into your sales operations.
Boost Your Profits
Decreasing your costs, increasing your sales, and ultimately growing your profits dramatically.
We Work Systematically Through Our Signature Three Steps Business Model
We help you achieve sales and marketing consistency, improve customer engagement and delivery by planning and implementing the processes and systems you need to achieve your goals in three simple steps.
How does it work?
Step 1: Automation Planning
Clarify your vision and strategize your actions with a plan to meet your required objectives and outcomes.
Step 2: Automation Setup
We guide you and implement the systems to attract, nurture, convert and retain your customers.
Step 3: Test Delivery & Release
We'll test and stress the system, we'll train you and document the processes so you can use it with confidence.
What EXACTLY you get access to?
The TSB Automation Mastery Framework
You’ll get access the framework we’ve used consistently to help other businesses save hours of
We’ll have a progress call in which you’ll know where your project is at and if we need any input from you.
Access to Expert help from our support team
1 x In-depth planning Calls
We’ll work together create a strategy that works for you and your business and we will show you the easy way to get it done.
Formulas and Worksheets
We provide a shortcut. We’ve got formulas and worksheets you can use to get started fast!
GET STARTED THE RIGHT WAY
MARKETING AUTOMATION STARTER PACK
Done For You Marketing Automation
Access to the TSB Academy for 12 months
LIMITED SPOTS AVAILABLE – If all spots taken you will be redirected to a waitlist.
A Reminder of what is on the inside:
- Done for You Marketing Automation
- Technical Setup
- Expert advise access
- Marketing Automation Foundation Course
- Worksheets & Frameworks
- Step-by -Step Walkthroughs
- Tech Help Access for 12 Months
- 10 Minute Weekly Projects
Reasons Why Joining the Program
If you are tired of chasing your tail with marketing automation and most importantly you want to make it happen.
If you are tired of doing it on your own, you know this is not your main business and you feel your system can do better if someone can tell you where the gaps are.
If you have a system but you are not entirely sure what it's doing and if it's working or not. We will not only teach you how to get the most out of it but how to understand it and learn the system overall.
We'll give you formulas that you can import and plug and play to get started fast! In fact, we can set those up for you!
We will spend time with you getting it right and helping you fit the process to your business; this is a personalised program NOT a cookie cutter DIY platform.
We can get you started in the right path, you can leverage tricks we've learnt over sending campaigns to over 1 Million people.
We get you and your business. Our campaigns are read by over 300,000 people a week!
We give you a shortcut! We've got formulas and worksheets you can use to get started fast!
Get Expert Help, We'll help you get it done ASAP!
Who is this for?
eCommerce & Services Businesses ready to scale, anyone who sells professional services, such as, consultants, coaches, financial services, accountants, etc. OR online products through let’s say Shopify, Woocommerce or BigCommerce.
Our best results have come from clients that work directly with people, run sales
calls, webinars and events and those selling products.
This program is best for those looking for a standard setup to ActiveCampaign rather than a customized setup. If you are looking to a custom approach, I’ll encourage you to check out mastery implementation program.
We’ll work together towards an outcome, we’ll give you the support required but you are the one who makes things happen.
Frequently Asked Questions
Is there a time commitment?
The program is designed to be delivered over 4-6 months. We can determine where you are at during your application call.
Is Done For You, Do I need to be involved? How much time do I need to commit to this?
We can't do this without you! You are the expert on your business and we need you around. You'll need roughly 1 - 2 hours a week during the first month. From there onwards, 30 minutes or so a week.
Do I talk to someone, How many calls do I have access to?
As a member, during the on-ramp stage we will meet up weekly to get things up and running and all the information we may need from you. From there, we will setup progress meetings as we go as well as a monthly strategy session. You'll have plenty of access to us.
I want as much help as possible. Does the program has unlimited help? Could you just do it all for me?
The program includes unlimited support and implementation from the team, Though, we limit the help to a maximum of 3-5 open tasks for any client, as a task is closed we can open another one. This is the only way we can guarantee progress.
I know I want to get this done but I'm not great with technology... Is that okay?
You need an understanding of it. Though the training is designed to teach you the frameworks, you can choose to use The Team as your tech support help. We'll point you in the right direction when needed.
Are our calls recorded?
Yes! All our calls are recorded and placed in the members area for easy access. Remember, you have access to this for 12 months to the members area.
What if this is too basic for me? I already understand the concept and have a few things set up.
Awesome! That's what the Discovery Call before we start and our On-Ramp call at the beginning of the progject are for. We'll work on your specific issues and progress. We do understand people are on different journeys.
What is included in your copywriting services?
We include the email copywriting, we plan the nurturing sequences for you, though we don't write the blogs that may be required as part of the nurturing. Our focus is writing persuasive emails that drive traffic to you content or specific call to action.
We do include landing pages copywriting.
I don't need copywriting, can we exclude this from the inclusions?
Sure we can, there are two levels of service one of these excludes the copywriting.
Do you setup my landing pages?
Yes, depending on the system you use, if we support it we will include this as part of our technical team expertise.
Does this include website maintenance and changes?
We will for sure suggest ways in which you could increase conversions and numbers in your database, we will definitely make changes in forms and entry points according to your requirements. Though, we don't do ongoing website maintenance.
Do you include integrations with other systems?
Yes, we do. If there's a commercial app that we can use this will be supported. We can also develop custom APIs if required, though this is out of the scope of this program.
I don't want to setup everything in the 6 modules, is this for me?
This is a personalised version of the framework. If there are sections we don't want to put in place or if you are doing something different we can look into options. Let's chat.
I already have a strategy I want implemented, Will this program help?
We can definitely work through the program alongside your strategy and fill-in the gaps. If you are not looking for advise but more for some tech help, I'd suggest you check our support packages.
How much does this cost?
The program is paid over 4 or 6 months. The cost of the program starts from $1,500 /Month. The technology setup and systems integrations are Done for You, we even include the copywriting (Elite Only).
When not in calls, how do I communicate with the team?
We are mostly email based, we have a ticketing system where everything is tracked. You'll be introduced to it once you are in.
Can I join anytime?
We have specific starts on every single month which is normally on the 1st of the month or the 15th of the month. Unfortunately, we can't help everyone at the same time so we limit the number of clients we work with on this program to a maximum of 8. If you are interested, let's start the conversation.
"We now have automated processes which allows our client to follow the system which is the solution. This saves everyone hassle and time because it's a uniformed process."
InXpress North Shore
"Jorge and the team at TSB not only have a handle on the mechanics of ActiveCampaign and automation - but understand that what it's really about it is selling and a better user experience. I thoroughly enjoyed collaborating with him."
Quarter Back Digital
"Jorge and his team created systems to automate areas of my business so I can now focus on lead generation and consultation with serious clients. Jorge has a wealth of technical knowledge that has kept me up to speed with apps and widgets to integrate. He has also helped me dial in my products and pricing. Jorge has kept me on track and I am grateful for his devotion, positive attitude, expertise and skill!"
"Three Steps Business have boosted our profits by helping us greatly improve our ability to manage the sales pipeline. I would recommend Three Steps Business to any ambitious business seeking to expand their marketing capacity and streamline operations."
" Jorge and his team did a great job setting up the automation for my business. At one stage I was dragging my feet with some info he needed so he came to my office, sat with me, and we got it done."
Customer Experience Expert