Previously, we took a look at some key automation habits to integrate into your workflows, which had the potential to offer hours of time back to you (and your team) on a weekly basis.
Now, we kick it up yet another notch with our latest Automation Hack and its magic wizardry. With some nifty automation setups and a clear understanding of what constitutes valuable customer data to your business, this Automation Hack brings the ability to extract key data from incoming emails and send it directly to your system of choice.
This is a powerful tool that can be customised to the needs of any workflow or management system, and is shaped around identifying specific data points that act as automation triggers.
If your incoming emails bring with them a multitude of crucial leads, automating the process of moving that data into your CRM, or alternative system, is a powerful way to reduce the risk of failing to engage. Let’s say you’re currently set up to capture...
Close your eyes, and imagine you're in a crowd of thousands of people. Five of those people have $1000 for you. The rest have nothing.
Your job is to find those five people among the thousands.
Where do you even start?
It's not so different when you're finding your ideal leads.
You put out a lead magnet, and get a bunch of signups. Cool. What's next?
The conventional wisdom is that you do a drip campaign and get that lead signed up.
Sure, drip campaigns work - but what if you could identify ideal leads the moment they sign up to your newsletter, or download your ebook?
Enter Machine Learning.
In truth, machines don't really learn. They just know what you tell them. But, there is some really smart tech available that builds knowledge in the background. It's easier than ever to apply that to real-world, revenue generating scenarios.
My friend Ari Meisel came up with a way of using machine learning to look at your current 'best' customers, and find what...
Do you have a dream superpower?
Mine is teleportation. Just imagine it - being able to do a quick jump to Paris for a coffee, or to visit friends and family in far away places. I can't think of a more useful power to have. Maybe super-strength, or immortality. Or flight. So many options.
Ok, that's getting off topic now....
Today, I'm here to tell you about an automation superpower. It's possible for all of us to use it, and it's ready for you to harness right now- Webhooks
We all know that I'm a fan of Zapier. Before Zapier came along, integrating different platforms was expensive, and technically out of reach for most people.
Now, with the thousands of possible integrations on Zapier, you can have simple business automations up and running in a matter of minutes.
The thing is, not every app is on Zapier. And even when the apps you use are on Zapier, they may not have all of the functions you need.
Here's an example. Say you...
Who would have guessed it would take one true-crime podcast and a dedicated fanbase to break podcasts from the world of niche into mainstream culture?
There’s no denying that ever since Serial S1 burst onto the scene in 2014, podcasts have experienced an ever-growing wave of appreciation and consumption. Major brands from every industry are venturing into the podcast network space, looking to engage with customers across new mediums in a way to bolster brand connection and authentic relationship.
Podcasts are a great way to communicate to your audience and grow it in scale. Relatively cheap to produce and without gatekeepers holding audiences at bay, no matter your niche or industry, there’s a space for your voice in the mix.
Now… about the podcast production process.
Bringing a podcast to life is one of those things that seems ‘so easy’ - until you kick into gear. Organising guests, checking the quality of your audio, turning raw audio into a quality...
‘Sure, two blog posts a week, a podcast episode and a LinkedIn update won’t take too long.’
Even the optimists among us can come up against an unwelcome wake-up call when tasked with keeping a hungry social media machine fed. There’s no doubt about it - organic content is a powerful way to build ongoing brand recognition, increase familiarity with your customers and clients, and position yourself as a leading and authoritative voice within your industry. But while we may have the best of intentions when it comes to contributing to online conversations and engaging authentically, keeping up with a demanding and consistent content schedule is no small task.
When exploring how automation can make the most impact on any business, large or small, the logic we’re always looking for is this: how can we work smarter, not harder? It’s right there in the name of Ari Meisel’s Less Doing, who’s all about guiding entrepreneurs to...
For those of you who’ve been swept up in the awards buzz this week, I’d like to bring another contender to your attention: enter Airtable, arguably one of the best apps of 2019. And 2018. Who’s counting?
Airtable’s the kind of flexible platform that can scale up and down to suit a huge variety of customisation needs. Part spreadsheet, part database, Airtable keeps your data accessible and secure in the cloud, with the additional benefits of fully customised views designed for ease of use. This isn’t the first time I’ve raved about Airtable - check out more of its offerings and capabilities here.
One of the reasons Airtable works so well across teams is its user-friendly interface options. With multiple customisable views, Airtable can be set up to sort by data fields in a way that’s intuitive even to the most spreadsheet-adverse among us. It’s also a powerful way to centralise interconnecting data sets - with the ability to link...
Being where your customers are is common-sense business logic.
With the rise of social media platforms over the past decade, there’s now more ways than ever to truly be amongst your customers’ stomping grounds. Instead of shouting at them from a billboard, ads for your product or service can sit next to family photos and updates in a Facebook or Instagram field. Not only can your brand find a new pool of customers based on demographics, interests, niches and all kinds of particulars, but a carefully curated social media presence can become a building block for a long-term relationship.
Understanding a strong social media presence is important - that’s the easy part. Keeping up with the hungry machines? That’s something else altogether.
As usual, where there’s a will, there’s an automation way. Here’s a few easy ways you can increase your social media activity without directly increasing your time investment.
Even though social media profiles are meant to make communication with the outside world easier, juggling various platforms and making sure content is published across every base can be more of a headache than it is a help.
Not only are social media profiles hungry machines that require constant feeding, but there’s also the need to identify which platform is best positioned to connect you with your target audience.
Medium burst onto the scene in 2012 and has continued to gain steam as time continues. A publishing platform that focuses on quality over quantity, Medium’s a space where you’ll find thinkers, researchers, storytellers and professionals across just about every industry sharing articles from all corners of the globe.
Categories include tech, culture, politics, business and life. If you’re not already on Medium as a writer or reader, you may be missing out on a powerful way to engage with a customer audience base. It’s...
If you’ve been following along this automation journey for more than about a minute, you’ll already be familiar with the acronym CRM: Customer Resource Management.
Being familiar with the terminology is one thing. CRMs sound great in theory - an easy way to manage customers. Simple, right?
In reality, the process of finding a CRM that works for you can be a long and winding road.
There’s considerations such as setup and monthly costs, integration abilities, app capacities and more - finding the CRM that’s best for your needs is not as straightforward as just signing up for the first one you land on. All too often, teams can bounce from CRM to CRM, leading to piling costs, sunken time and missed opportunities. Choosing the right CRM for you is an integral part of setting yourself - and your team - up for ongoing success and a harmonious customer management experience.
One of the elements I find most appealing about AgileCRM is its simplicity....