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Get The Inside Scoop On Marketing Automation Tools

If you’re looking to take your digital coaching business to the next level, marketing automation tools are a must. These tools can help you automate repetitive tasks, freeing up your time to focus on more important things.

But with so many options on the market, it can be tough to know which ones are right for you. That’s why we’ve put together this guide to the best marketing automation tools for digital coaches.

What Are Marketing Automation Tools

Marketing automation reduces marketing overhead by 12.2%.

Most marketing automation tools essentially help you automate tedious marketing tasks. These tools can be used to optimize your website, create email campaigns, and manage your blog. But they can also be used to send your clients information they need to make them successful, like checklists and other helpful offerings.

Tools Used For Marketing Automation


If you’re looking for the best marketing automation software, you’ve come to the right place. We’ve compiled a list of the most popular leading marketing automation tool to help marketing and sales teams work more efficiently. From email marketing to lead generation, these marketing automation software tools will help you get the job done.

More than one-tenth of organisations reported benefits from automating marketing activities and centralising campaigns on a unified software platform, resulting in a reduction in marketing expenses.

1. Drip

Drip provides a comprehensive marketing automation platform with many features, including drip emails, webinars, and automated follow-up sequences to increase conversions and reduce the time you need to spend on the tedious tasks required to run your business.

With Drip, you can:

– Build lists from your existing clients, or create opt-ins for new clients

– Create drip emails for new blog posts or send out a monthly newsletter to prospects

– Send personalized checklists based on the client’s needs

2. Pardot

Pardot is an all-in-one marketing automation tool that offers deep email templates and a library of email services, as well as deals on infrastructure like hosted email accounts, which can save you a lot of money. With Pardot, you can:

– Reach more prospects through email campaigns automatically triggered by your website or landing pages

– Create webinars to educate prospects and close sales faster

– Sponsor sites with ads or display emails to increase conversions

3. Infusionsoft

Infusionsoft is the leading all-in-one marketing automation platform for business users. With over 400 integrations and integrations with other major tools, including Salesforce, Hubspot, and Zendesk, Infusionsoft is the most powerful marketing automation tool on the market. With Infusionsoft, you can:

– Send personalized emails to past clients and prospects

– Schedule alerts for blog posts or social media posts to increase traffic and sales

– Create deals based on your email marketing data

4. Core Actions

Core Actions is an all-in-one platform that offers email templates, sales lead management (CRM), automated followups and reminders, webinar creation tools, and scheduling tools that allow you to proactively engage your customers in the manner that best works for them. With Core Actions, you can:

– Send emails for prospects and clients based on their preferences or the needs of your business

– Quickly create webinars to educate prospects and educate your existing clients about new products and services

5. Klaviyo

Klaviyo is a marketing automation platform that will help save you time by enabling you to create engaging email campaigns, text messages, webinars and more in minutes. With Klaviyo, you can:

– Create automated email campaigns for your social media posts or blog posts using the right audience segments

– Send welcome messages to new subscribers when they sign up for newsletters or lists of your choosing

6. MarketLever

MarketLever is an all-in-one marketing service that allows you to easily create customer value for your clients and prospects. With MarketLever, you can:

– Create automated email campaigns based on their customer data, such as payment history and delivery preferences

– Send personalized emails to both current and past clients, with easy integrations with other tools

7. Hubspot Sales

Hubspot Sales is a powerful sales lead management platform that integrates with many other tools, including Marketo (Salesforce), Infusionsoft (Infero) and MailChimp for advanced customer segmentation. With Hubspot Sales, you can:

– Create automated follow-up based on customer data from other platforms, such as purchases and payment history

– Send drip emails to prospects and clients for any product or service you’re promoting

8. Infuse

Infuse is a robust, yet easy-to-use marketing automation tool that allows you to automate your business. With Infuse, you can:

– Create email campaigns and webinars based on your audience’s preferences or specific needs

– Send out emails and texts in response to client purchases

Tips For Choosing The Right Marketing Automation Tool For You


Marketing automation software can boost sales productivity by 14.5%.

As with all tools their value is determined by the benefits they bring to your business. Here are some tips for finding the right marketing automation tool for your business, based on the level of engagement you want and the type of results you need to see.

1. The Engagement Level You Seek

If you just want to automate the tedious tasks involved in running your business, then a tool like Infusionsoft will be perfect for you. Although this is a powerful marketing automation tool, it’s one that requires more time to get started and develop an effective lead generation strategy. If this is something that’s important to you, then Infusionsoft is probably right for your business.

2. The Results You Seek

If the goal is to convert more clients and increase sales, then you may need a tool with more advanced features. MarketLever is perfect for this because it automatically pulls in data from other marketing platforms so that you can get a more sophisticated understanding of your clients and prospects.

Automated email campaigns based on can also be created quickly and easily, thanks to the powerful email templates that are included. Thanks to this, you’ll be able to create lead generation campaigns in minutes, instead of days or weeks.

3. The Budget You Have

Although all of the marketing automation platforms listed above are affordable, you’ll still want to look at the price to make sure it fits within your budget. If your business is just starting out, you may only need a basic marketing automation tool that can automate the tedious tasks and save you time. Infusionsoft is an excellent tool for this because it offers a free trial so you can get started quickly and easily.

4. Business Needs

If your business requires advanced levels of engagement and segmentation in your marketing campaigns, then Pardot is likely the perfect fit for you. It’s a robust marketing automation platform that allows you to create targeted campaigns based on specific client segments, and it includes features like sending text messages to past clients right after they sign up for your newsletter or free email course. This is a great option for businesses that need advanced marketing automation features.

5. Platform Compatibility

Most of the marketing automation platforms listed above have integrations with other major tools and services, so it’s important to make sure yours has the same integration. Infusionsoft has more than 400 integrations with other tools, while Pardot integrates with 83 different tools and HubSpot Sales integrates with 30 different tools.

This is important because it ensures that you’ll be able to get all of the data you need from your clients so that you can fill in any missing pieces of information.

Benefits Of Using Marketing Automation Software


Marketing automation solutions can minimise the amount of time spent on marketing activities and other associated duties, resulting in a reduction in overhead.

Advanced marketing automation platform enable marketing efficiency by automating key marketing tasks. This marketing automation software enables flexible marketing automation functionality to improve customer journey.

The advanced functionality of these platforms provides users with powerful tools to optimize their marketing strategies and improve their bottom line.

1. Automated Content Marketing

The most popular form of content marketing is blogging. However, it’s not always the easiest option because you have to write every piece of content yourself. Creating attractive blog posts is a time-consuming task that takes an investment of your time that you could be spending on other parts of your business.

If you’re just starting out or don’t have the experience to write compelling blog posts, then using marketing automation software can help save you time and energy.

2. Personalized Content Marketing

Marketing automation software allows you to automatically generate content based on your specific customers’ needs or interests, so it can be used as a tool to increase customer engagement and improve customer acquisition rates. You can put together a blog post and publish it when you have the time, without having to worry about spending hours researching different ideas.

3. Better Engagement

Marketing automation software helps you create an automated follow up system that will automatically send out email reminders to your customers after they sign up for a special offer or free product.

Thanks to email automation, you know that your emails will go out at the right time and in the right order. Plus, since this is a program that you can use at any time of day, there’s no need to worry about what time it is.

4. Higher Quality Leads

50% of marketers anticipate straightforward connection with existing content management, CRM, and ERP systems.

Marketing automation software allows you to collect information about your customer’s preferences so that you can send them relevant emails and sales offers. This way, they don’t get the same pieces of information over and over again and they can easily identify the products or services they’re most interested in. And since you’re sending out more personal emails, more customers will be likely to sign up for them.

5. Better Lead Management

As part of your marketing automation software, you’ll need to be able to manage your leads. You can use lead scoring and segmentation tools to identify the segments that are most valuable for your business, so that you can offer more targeted content to them and increase the revenue you generate from each customer.

You can also use Pardot’s automated email campaigns to send out offers when clients reach a certain milestone and earn something at the end of the year.

6. Better Search Marketing

Marketing automation software makes it easy for you to design custom landing pages so that they are optimized for right-hand or left-hand traffic, based on how people are searching on the internet at any given time.

This is important because it helps you generate more sales online, which is a cost-effective strategy for growing your business. And by using HubSpot’s landing page tool and Infusionsoft’s forms, you can create landing pages that are highly optimized for search engine optimization.

7. New Feature Testing

Testing new features is an important part of finding out what works best for your business and many marketing automation software platforms allow you to test out new features before they’re released to the public.

This helps you avoid errors and increases efficiency. This means that you’ll be able to build a better product while saving time on each release cycle, even though you’re sending out more emails at any given time.

8. Improved Efficiency

Marketing automation software allows you to do three things at once. It allows you to schedule and automate your email marketing so that you know that they will go out at the right time and in the right order, plus it allows you to track which messages are most effective, like the email that has the most open rate or which lead generated an appointment for you. And since it collects data about how well your campaigns are performing and sends out automatic emails, it’s easy for you to make adjustments as needed.

Features Available With Marketing Automation Software

Sixty-three percent of people who use marketing automation tools anticipate to see results within six months.


There are many different types of tools in the marketing automation software space, but there are six features that all marketers can benefit from. These are:

1. Landing Pages

Creating landing pages is one of the most important things you can do for your business. And since marketing automation software integrates with multiple tools, you can use it to create and track your website’s landing pages so that you know which ones convert the best.

And when you’re creating a landing page, you don’t have to worry about coming up with catchy copy or heading-off user complaints like spelling or grammar errors. Automation takes care of all of these issues for you.

2. Email Automation

Another important feature that all marketing automation software offers is the ability to send out automated emails based on specific criteria, such as customer activity levels. You can use emails to schedule meetings, send out reminders about an upcoming sale or simply send customers a thank-you note after they purchase something from you.

And since marketing automation software integrates with multiple platforms, you can connect your email marketing and your sales platform so that the information provided is consistent between both systems.

3. Lead Management

With lead scoring, segmentation and contact hierarchies, managing leads is much easier than it used to be. And thanks to marketing automation software, you can generate a list of leads from different sources and compile it into a report that you can use to schedule automated emails.

Your marketing automation software will include information about your customers’ interests and send them offers that are customized for each individual customer. This way, you’ll be able to increase revenue from each customer by 15% or more unless you lose them in the process.

4. Registration Forms

Automated forms are a core feature of most marketing automation software platforms because they make it easier for you to capture data from your website visitors at the point where they’re most likely to be interested in what you have to offer.

If you’re willing to put in the effort to learn how to use them, you can create customized landing pages that are optimized for conversion. And since it’s easy to learn how to use them, you’ll be able to set up a high-converting form in a matter of minutes.

5. Lead Management With Sales Leads

Marketing automation software works best when you integrate with multiple platforms like Infusionsoft, Salesforce or HubSpot. And with the leads it collects and the information it provides you, you can analyze your leads to determine which ones are more likely to convert and then pass them off to your sales team so that they can close more deals. This means that you’ll spend less time on marketing and more time on selling, which will help you grow your business significantly.

6. Inbound Tracking

Tracking inbound traffic is an important step in improving your marketing ROI. And if you use HubSpot’s tools, you can easily track how many people are visiting your website by setting up tracking codes or using Google Analytics to monitor how many people are visiting from specific keywords or search terms.

Final Note

As you can see, marketing automation software has a lot of benefits for small businesses because it helps you streamline your marketing process and improve the efficiency of each stage of the sales funnel.

If you haven’t implemented marketing automation yet, there’s no time like the present to start. If your business is trying to grow but lagging behind its competitors, using marketing automation software is a good way to overcome this technology gap.

But even though AI and machine learning have made big improvements in how easy it is to use tools, if you’re still having trouble learning how to use all of your features, you should consider outsourcing your PPC campaign management and email outreach services so that someone else can take over the hard work for you.

Last Updated on October 11, 2023 by Priyanshi Sharma


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