Episode 344: Automating Your Path to Business Excellence with Clate Mask

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Hey, Digital Marketers
How do you take someone from being a brand-new lead to a raving fan? And how do you do it in a way that allows your business to grow without becoming too reliant on your time and effort? The answer for most (smart) digital marketers lies in automation.

Automation can be very personal as you take a potential new client from lead capture to lead conversion and then even life cycle automation. Understanding how your CRM interacts with your database is also crucial as you set about creating something that doesn't require you to be there all the time.

Clate Mask is the CEO and Co-Founder of Keap, a private company that offers an e-mail marketing and sales platform for small businesses, including products to manage customers, customer relationship management, marketing, and e-commerce.

If you'd like to read the show notes, they're posted on our blog!

Key Takeaways:
00:00 Intro
03:00 Why Automation is so useful for agencies
04:54 What are some of the processes that agencies have automated that have made a big difference in their business?
06:54 What happens after you collect a lead? Automating the email follow-up and all the steps in between
08:14 Understanding the value of the lead intake process for events, reviews, and referrals
12:05 A Keap customer success story: Building your business on automation
13:55 Beware the plateau! How automation allows you to do higher-value activities
16:26 Automating from lead capture to lead conversion
20:20 What happens when you put automated follow-ups in place?
22:20 The importance of automating something meaningful
24:54 Why it's almost irresponsible not to automate your business from a risk standpoint

Connect with Clate Mask:
Website –
The Guide to Automation –
Get Free 30-minute consultation by downloading the guide to Automation

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Other Ways To Grow With Digital Marketer –
👉 Email Marketing Mastery
👉 Ecommerce Marketing Mastery
👉 Content Marketing Mastery
👉 Paid Traffic Mastery
👉 Conversion Funnel Mastery

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David Pitt
 

David Pitt, a family man with a passion for art, transitioned from aspiring brain surgeon to artist in his early life. Excelling in art, he later managed a newspaper's composing room, focusing on computer programming. An avid sports enthusiast, particularly in Tenpin Bowling, David also enjoys reading, operating computers, and writing, having published four spiritual books. Known for his people skills, he integrates strong Christian values and psychology into his interpersonal interactions, always aiming to uplift and assist others. One of his favorite scriptures before embarking on any journey is Isaiah 40: 31 – All things are possible: The heart is the key that unlocks issues in life.