Marketing Automation For Small Businesses & Solopreneurs

Simplified Small Business Automation: Tools, Funnels, and Strategies Made Easy by an Automation Expert

What you'll learn

Learn Marketing Automation fundamentals (Strategy, Tools, Funnels)

Build a customized Marketing Automation strategy for your small business

Choose the right Marketing Automation tool according to your needs

Fully understand Marketing Automation applications for small businesses

Learn Marketing Automation set up, Data Migration, Automation implementation, and more!

Requirements

No prerequisites

Description

Are you a small business owner or solopreneur wondering how to streamline your marketing efforts, save time, and grow your business? This course is designed just for you.What is Marketing Automation, and how can it transform your small business?What are the best tools and strategies for implementing it effectively?How do you build a marketing funnel that converts prospects into customers on autopilot?If you're looking to understand Marketing Automation and learn how to implement it, this course is your go-to resource.Why Marketing Automation MattersMarketing Automation isn't just a buzzword—it's a powerful way to save time, cut costs, and scale your business by automating repetitive tasks and focusing on what matters most: growth. Whether you're starting from scratch or refining your existing strategy, this course will equip you with the knowledge and tools to succeed.What You'll Learn:The Fundamentals of Marketing AutomationWhat is Marketing Automation, and how is it implemented for a small business?Learn how it fits into the unique needs of small businesses and solopreneursChoosing the Right Tools for Your BusinessConsiderations and tips for selecting the best Marketing Automation tool that suits your needs.Insights into popular tools like HubSpot, Convertkit, Activecampaign, Klaviyo, Zapier, and more.Building Your Marketing FunnelRevisit and revamp your marketing funnel for efficiency.Practical steps to turn prospects into loyal customers.Step-by-Step Roadmap to AutomationSet up your Marketing Automation account.Migrate and organize your customer data with methods like manual imports, app integrations, and custom-coded solutions.Lead Segmentation and Customer AutomationSegment your email list for targeted marketing.Create nurturing programs to convert and retain customers.Implement Sales Automation Using Reporting to Optimize Your StrategyLeverage data to improve your Marketing Automation  strategy.Who Is This Course For?This course is perfect for:Small business owners or employees looking to streamline their marketing.Solopreneurs seeking to grow their business without the overwhelm.Anyone new to Marketing Automation wanting a hands-on, practical introduction.What Sets This Course Apart?With over 15 years of experience in Digital Marketing and a focus on Marketing Automation since 2018, I bring a wealth of knowledge to this course. I’ve helped businesses worldwide master Marketing Automation and have taught more than 15000 students on Udemy.Real-World Examples and Practical AssignmentsThis course is packed with actionable tips, real-world examples, and assignments to help you implement what you learn immediately. From organizing your data to building email nurturing sequences, you’ll gain hands-on experience tailored to small businesses and solopreneurs.Here’s what one of my students had to say:"I just completed the course - and my only reaction is: WOW! Super valuable for entrepreneurs, consultants (such as myself), and small businesses. Thalita successfully managed to transfer her rich knowledge in a meticulous manner. This course is easy to comprehend and incorporate into your business strategy."– Tamara Biljman, Content Strategist

Overview

Section 1: Before we start

Lecture 1 Quick tips to improve your learning experience

Section 2: Introduction to Marketing Automation for small businesses

Lecture 2 What is Marketing Automation?

Lecture 3 What do you need to implement Marketing Automation for a small business?

Lecture 4 Let's revisit the concept of Marketing funnels

Lecture 5 Let's build or revamp your Marketing funnel!

Section 3: Introduction to Marketing Automation tools for small businesses

Lecture 6 Let's talk about Marketing Automation tools

Lecture 7 What about Awareness?

Lecture 8 Considerations when choosing a Marketing Automation tool for a small business

Lecture 9 Tips to help you choose a Marketing Automation tool

Section 4: Marketing Automation for small businesses - Roadmap steps 1 and 2 - SETUP & DATA

Lecture 10 Intro to the 5-step roadmap to implementing small business Automation

Lecture 11 Step 1 - Setting up your Marketing Automation account

Lecture 12 Step 2 - Migrating data to your CRM & Marketing Automation tool

Lecture 13 Data migration method 1 - Manual import

Lecture 14 Data migration method 2 - App integration

Section 5: More information on CRM Data migration

Lecture 15 App integration using an integration service like Zapier

Lecture 16 Quick note on the previous lecture

Lecture 17 What about custom fields?

Lecture 18 Data migration method 3 - A few words on custom-coded integrations

Section 6: Marketing Automation for small businesses - Roadmap step 3 - LEAD SEGMENTATION

Lecture 19 Introduction to Lead Segmentation for small businesses

Lecture 20 Real business examples of small business Lead Segmentation

Lecture 21 Quick note about attributes

Lecture 22 How do you collect information for Lead Segmentation?

Section 7: Marketing Automation for small businesses - Roadmap step 4 - CUSTOMER AUTOMATION

Lecture 23 Intro to Lead Nurturing for small businesses

Lecture 24 Build your email nurturing program to convert prospects into buyers

Lecture 25 How to implement Marketing Automation - Automation sequence examples

Lecture 26 Let me show you a few nurturing sequences I've built for my course business!

Lecture 27 Sales Automation - Your client acquisition on autopilot

Lecture 28 Connecting customer payments with your CRM - Tool tip

Section 8: Marketing Automation for small businesses - Roadmap step 5 - REPORTING

Lecture 29 How to use Reporting to improve your Marketing Automation strategy

Section 9: BONUS section

Lecture 30 BONUS Lecture

Small business owners or employees,Solopreneurs (Consultants, Coaches, Creators, etc),Marketers looking to learn Automation,Professionals interested in learning Marketing Automation basics