Marketing Automation Mastery Program
This is a Program Designed to Create a System that provides Better Quality Leads, Sales Pipeline Visibility and Scale of your Sales & Marketing over the next 6 months.
After 90 Days on this Program, You will…
Have learnt and understood the framework that will show you step by step how marketing automation works
Enjoy using technology and taking advantage of it to GROW your business.
Have automated campaigns set up to nurture your leads and track contact behaviours
Have a centralised CRM system that you can use for effective email marketing
How it Works
It’s quite simple, I’ll help you with your messaging, writing the sales copy, writing the emails, segmenting the database, qualifying clients, and automating as much of your sales and marketing as possible.
We’ll work together creating powerful follow up sequences that turn leads into customers.
And we’ll create another one that turns customers into repeat buyers… and finally, we’ll hand over a perfectly detailed plan to our tech team and let them do all the “tech stuff” for you.
We’ll create the landing pages, integrate everything together, and make it as easy to use as possible.
Because let’s face it. The money’s in marketing and selling your products …not in slaving over complicated computer code for days on end …trying to “tie it all together”. This is why we are to be part of your team right?
MARKETING AUTOMATION MASTERY PROGRAM SCOPE
Bespoke Automation takes time, though we’ve mastered the process and we know what needs to be done.
This is a Done For You Program Designed to Create a System that provides Better Quality Leads, Sales Pipeline Visibility and Scalability of your Sales & Marketing within 3-6 months going over 6 major modules.
STEP 1: Setting Up the Foundations
During the first month, we'll cover the basics and setting up your technology platforms and the basic automations to get your marketing automation system running.
STEP 2: Creating Nurturing Systems that Keep Your Contacts Engaged
Based on the plan and basics from the foundations we'll write your nurturing sequences.
STEP 3: Setting up a Fool Proof Sales System
Learn how to use the Deals System in ActiveCampaign as a Tracking Switchboard that you can do yourself or delegate to someone else.
STEP 4: Creating Automated Exceptional Customer Experiences
Learn how to design and set up automated welcome system that keeps your contact engaged while you work with them.
STEP 5: Creating Automated Feedback & Referral Opportunities
We'll set up your automated feedback system in a way that it will be easy to see those that are engaged and uncovering referral opportunities.
STEP 6: Creating Attraction Systems
Your system will be ready to scale. We'll connect any lead magnet you have in your business and we'll ensure the value that you have to offer from those is clearly communicated through your emails.
This implementation program follows a personalised version of our signature framework
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.
Outcomes of the Program
Setting Up Foundational Systems
Creating Value Delivery Attraction Systems
Bespoke Sales Funnel Design
How to Design and Set up a FoolProof Sales System
Writing & Automating your email marketing efforts
Bespoke Lead Scoring & Tracking System
Designing an Automated System that proactively listens customers
Tailored design an automation process that saves time and uncovers opportunities
Done for You Automated Surveys & Referral Systems
Application of Advanced Automation and Scaling Tactics & Strategies
Done for Your Design & Creation Automated Exceptional Customer Experiences
Creation of Your Customer Centric Strategy
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
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!
JOIN THE MARKETING AUTOMATION IMPLEMENTATION PROGRAM
Great for companies getting started in marketing automation.
Detail of Inclusions
Tagging Naming convention creation and setup
2 x Email Templates (Newsletter & Simple Email Template)
Lead Capture Sequence
ActiveCampaign Integration with Third Party Systems via Zapier
CRM Setup according to the different stages of your sales process
And more… contact us for more details
Great for companies looking for custom integrations and advanced automation
Detail of Inclusions
API connection development
6 Months Program
6 Modules Included
Personalized In-Depth Workflows & Strategy
1:1 Access to Experts
1:1 Progress Sessions
All Technical Support Access (Done 4 You)
Email Copywriting Access (Done 4 You)
Access to the Academy Members Area with Call recording Online Courses, Worksheets and more
Great Reasons Why Getting Started Today
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!
LIMITED SPOTS AVAILABLE – If memberships are all taken you will be redirected to a waitlist. If we feel you are a good fit for the program we will be in touch within 30 days.
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 custom setup to ActiveCampaign rather than a standard setup.
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