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 – 8 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
We’ll help you get on with your business ASAP, helping you when you get stuck while not having to wait for contractors that don’t know what they are doing. You sent it through, we’ll critique and help you fix it if necessary!
1 x 90 Minutes In-depth planning Call
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!
Access to the TSB Members Area
You’ll get access to our members area for 3 months while we are working on your project and you learn how to use ActiveCampaign.
GET STARTED THE RIGHT WAY
MARKETING AUTOMATION STARTER PACK
Leverage Our Expertise and Get ActiveCampaign Setup Right from the start!
Done For You Marketing Automation
DUE TO OUR POPULARITY WE ARE CURRENTLY ON A STRICT WAIT LIST. PLEASE GET IN TOUCH TO APPLY.
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
- Personalised training & support
Reasons Why Trusting Us
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.
We implement the formulas that we can plug and play to get started fast!
We will spend time with you getting it right and helping you fit the process to your business; this is a personalised approach 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!
Who is this for?
Coaches, Consultants and Services Businesses ready to scale, anyone who sells professional services, such as, consultants, coaches, financial services, accountants, etc.
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 projectis designed to be delivered over 4-8 weeks. 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 duration of the project.
Do I talk to someone, How many calls do I have access to?
While getting started we’ll have a 90 minutes call where we will explain the basics of the project. From there, we will setup progress meetings as we the project goes as well as 1 x final delivery and training 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 project is a limited scope, we can add more items or even swap items if needed be but we have a limit on how much we can do for you during this project. We are definitely open to the discussion if there’s anything else that you’d like to implement.
I know I want to get this done but I'm not great with technology... Is that okay?
You need an understanding of it. If you get stuck easily with technology, is best to have someone that can support you and you can rely on during the project.
What if this is too basic for me? I already understand the concept and have a few things set up.
Awesome! We can have a chat during your application and determine what is best. We do have other more advanced programs.
Email copywriting is not included, can we include it?
Sure we can, for an extra cost you can purchase an add-on that will cover for the basic delivery of this project is anything else is needed we can have a chat about it.
How much does this cost?
The project total cost is $3500 if paid upfront. We have payment plan available.
"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