Episode 48: How to Scale and Automate Your Business (Without Losing the Human Touch)

A large part of being a Tech Smart Boss is being able to use technology to scale and grow your business in ways that have been limited to only big businesses in the past. But we don’t want to emulate everything that big businesses do because we all get those impersonal and wrongly delivered messages that come from their automation tools.  In this episode, I talk about how you can scale and automate your business but keep the personal touch so that the right messages are going to the right leads and customers, and then you can convert more business and grow faster.

Topics Discussed (Time Stamped)

04:48 Todays episode talks about scaling with a human touch
06:20 The mistake many businesses make
06:33 Setting up an automated trial process
08:06 Challenges in the process
08:11 Auto responders
08:48 Sales automation
08:55 Marketing automation vs Sales automation
09:18 Merging marketing automation workflow with sales automation workflow
10:25 Sending email through their email servers
13:45 Unsubscribe link at the bottom of the email
17:33 Scaling with a human touch
18:36 Using HubSpot Sequences
27:10 Slack as a key in scaling with a human touch
29:32 Have marketing automation and sales automation be slightly separated
30:59 More example of hyper-personalization

Quotes Worth Sharing

Resources Mentioned

• Yurbi – https://www.yurbi.com
• Mailchimp – https://mailchimp.com
• Drip – http://drip.com/
• Convertkit – https://convertkit.com/
• Campaign Monitor – https://www.campaignmonitor.com/
• Sendgrid – https://sendgrid.com/
• Mailgun – https://www.mailgun.com/
• HubSpot Sales – https://www.hubspot.com/products/sales/sales-automation
• How to Successfully Set Up HubSpot CRM (Like a Tech Smart Boss) – https://techsmartboss.com/hubspot
• Zapier – https://zapier.com/
• HubSpot CRM – https://www.hubspot.com/CRM
• ‎Slack – https://slack.com/
• MailShake – https://mailshake.com/
• Leadsbridge – https://leadsbridge.com/

Thanks!

Thanks for listening and checking out the show notes,  any feedback, comments, or questions, send me an email at david@techsmartboss.com