Marketing Automations in Kajabi to Sell Smarter

productivity strategy Sep 02, 2021

Sell Online Courses Faster with Kajabi's Marketing Automation Tools

 

Beckmann Collaborative has been using Kajabi to host our online courses and resources for several years now. About two and a half years ago, we made the leap to move our entire website over to Kajabi from Wordpress. [I still love Wordpress as a website CMS].

When you need a no-code "one-stop shop" software to market and sell online courses,  membership sites, products etc, Kajabi is likely to come up in your search. 

You may already know that we really love marketing automation. And that is why we've been writing this series of articles on the topic. The first article was all about helping your sales team to automate in your CRM. In the second article, we dug into the specifics of automating emails - specific email automation sequences. And this article specifically talks about the cool, helpful automation tools that Kajabi offers. 

If you have a coaching, training, or other online program...

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Strategic Marketing Automations to Improve Your Systems

crm productivity strategy Feb 08, 2021

What is your marketing automation strategy?

We often get requests to automate steps in a sales or marketing process. Sometimes it's because the sales guys don't have patience to "deal with" tracking their leads. It may be to avoid missing updates and details. 

Marketing automation can be a very smart tool for things like updating a field to reflect an update a Lead Status or generate a reminder task to follow up. However, there are the requests that cause me to shake my head and ask, "Is that really a strategic marketing automation? Or are we being lazy?"

 

This post offers you a few ideas for useful, strategic marketing automations that you can set up in your CRM, email, or marketing automation software. And if you have questions about how to do it, feel free to contact us and we can schedule a free consultation to discuss what you need. 

 

Strategic Marketing Automations

These are the marketing automation ideas you can...

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CRM Best Practices: Workflows and Maintenance

Part 3: CRM Workflows

Welcome to the third and final installment of our CRM Best Practices series.  These articles walk you through how to evaluate, setup, and properly use your CRM software.

If you missed the first article, then you can get started with your CRM evaluation. The second article includes valuable tips on CRM user best practices.

This article covers important tips for your CRM workflows through both initial setup and recurring maintenance of your database. These tips can help the growth of your business and improve decision making.

 

What is a Workflow?

A workflow is simply a routine or recurring process used to get the best results in the most efficient amount of time. It can be illustrated as a series of steps in a diagram or a checklist showing what needs to be completed and the sequence.

Read more about marketing workflows in this previous article: Creating a Marketing Workflow

 

A key piece of your CRM workflows is...

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The Realistic Marketing Plan

When you're on a budget (of both time and money), it can be tough to step away from billable work to focus your efforts towards working "on the business." And yet, a realistic marketing plan is one of the most important things you can do to ensure that billable work continues to roll-in. Without customers, there is no business. Without marketing and sales, there are no leads to become customers.

Marketing is NOT Rocket Science, nor is there a Magic Formula

Sorry to all of my marketing entrepreneur friends selling a formula, but I simply disagree. At its core, marketing is simply the ways a business most effectively communicates what they do and why they do it with the intention of generating revenue from those communications. No formula that someone creates will always apply to you. There will be cool ideas embedded in a formula for sure, just remember that your business - like a fingerprint - is unique to you. 

How has Marketing become so Complicated?

Like any other...

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Creating a Marketing Workflow

Mindset First: Your marketing is going to be awful if you cannot get "in the flow" to write good quality content and express something useful and interesting.  Here's a quick video with 3 Tips for Getting in the Flow


A strong content marketing strategy uses customization to engage your ideal customers and help you meet marketing goals. As a marketing team grows, things can slowly become a little "off".  The voice of your content may not be right, things may get rushed to meet deadlines, or a marketing idea may not align with your business goals. That is why we create different processes for generating better content more consistently. We call these processes workflows.

Workflow management can build efficiencies into your business, so you spend more time doing meaningful work rather than getting lost in minute details (or becoming a micromanager).

A workflow is simply a routine or recurring process used to get the best...

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What is Marketing Operations?

“Marketing Operations is a broad term that collectively describes the function of the marketing organization, including process, technology, and human resources, that allow marketing to efficiently scale with quality and consistency.”

 – Centric Consulting

 

“Marketing Operations (MO) is a next-level concept engaged in the actual process of creating, manufacturing and promoting products. A marketing operations department is likely to be a wild blend of creative left-brain thinkers and buttoned up right-brain statistic ninjas, all working in harmony towards a common goal.”

 – Tenfold

 

“Marketing operations (MO) as a capability has exploded onto the scene because of fast-changing technology, the need for a more transparent, efficient, and accountable view of marketing and big-time pressure from the C-suite for marketing to contribute to the bottom line.”

 – Martech Today

 

“Marketing...

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Customer Communications + Productivity = A Smart CRM Strategy

Planning, process, systems, segmentation, and automation...these seemingly mundane concepts are the true key to balancing your customer relationships with your day-to-day business operations.

Customer Relationship Management (abbreviated "CRM”) is a term used to describe your customer communications strategy. It also refers to the software most businesses use for implementing that strategy. Before you get excited about another tech tool (or run for the hills), a smart CRM Strategy begins with people and your customer communications. 

How do you keep in touch with customers, prospects, vendors, and partners? Is it just as ideas pop up in your head? Do you have a specific system for maintaining those relationships?

For many of us, the answer to that last question is sort of or not really. However, maintaining regular communications with your vital business contacts is essential to the sustainability of your business in the long run.

 

Holiday Card Anxiety

If...

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CRM Systems: Managing Customer Relationships

DEFINE CRM (Customer Relationship Management)

Customer relationship management (CRM) refers to the business strategies, processes, and technology that businesses use to organize and improve relationships with customers and other key contacts such as vendors and partners.  We collect data about customers, analyze the information, and use it to improve business relationships, boost customer loyalty, grow sales, and even make product improvements.

 

The most important letter in the CRM acronym is the R (Relationship). Whether you track relationships in a spreadsheet, a CRM software, or a notebook is not the largest concern.  It is the focus on relationship building and developing empathy for your customers that is the highest priority. The collection and organization of data about those relationships shows up in your CRM system.

 

What’s a CRM System?

A CRM system is a term that’s often used interchangeably with the term CRM software....

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