Marketing Automation: Is Your Business Ready?

9 September 2014
No Comments

So it’s that time of year where businesses go about trying to account for their 2015 marketing budgets. Ad Age’s “Fact Pack” revealed that many businesses are spending a significant amount of their marketing dollars on marketing automation (see chart)- no doubt a direct response to increased pressure to connect content marketing efforts with ROI.

Budgeting Allocation Mkt Auto


The marketplace is flooded with different types of marketing automation software suitable for organizations of all industries and sizes. Despite the multitude of features and capabilities these programs offer, research has shown that many marketing automation investors experience initial failure (Hubspot does an excellent job of outlining why automation efforts fail here).

In order to create a personalized online journey for customers using marketing automation, businesses need to first ensure they have a solid foundation upon which to streamline their marketing processes. I would like to explore 3 “action items” we at SayItSocial have defined as imperative prerequisites for utilizing and attaining value from marketing automation software:



1) Clearly Define and Articulate Target Market Demographic Profiles and Behaviors

The process of researching the characteristics and behavioral habits of a target market will vary from business to business, but it is absolutely crucial for determining how best to craft a personalized online experience for your customers. Ideally, your target market profile is detailed and highly visible in your workspace so that it is always front of mind. It should describe how the demand for your product/service originates within your customer (think need states), relevant interests, media consumption habits, and social behaviors. Furthermore, your research should reveal where your customers spend their time online (social media channels, websites, etc.).

Articulating your target market and ideal customer need state will help guide search engine keyword research and help answer the question “what will my potential customers be searching for on google?”  Knowledge of what keywords your customers are searching for on the web will also help guide search engine optimization measures for your digital content strategy.

Your digital experience will be tailored to your customers, so it is imperative that you obtain an accurate target market profile so that you can focus on giving them what they want to see online!


2) Institute A Company-Wide Digital Content Generation and Monitoring Strategy

After you know your target market inside and out, you need to develop a content strategy that tailors to their interests and behavior. If your business has a defined content strategy complete with editorial calendars for your businesses’ digital channels- Congratulations! You’re ahead of the game. If not, make sure that your content development strategy is defined before even considering the purchase of marketing automation software. Delegate management responsibility for your companies’ digital channels – web, social, email, and mobile – and set clear expectations for content publication using editorial calendars. For all channels, be able to answer the question “Who (outside your company) will support, share, and amplify this content and why?”

Ensure that your business has a defined focus/theme for blogging, and create standards for research, writing, and editing processes. Additionally, make sure to establish a policy for including “Call to Actions” in your digital communications. Experiment to learn which call to action techniques (email newsletter signups, downloadable content, social media “ask the audience” style questions, surveys, contests, etc.) resonate the most with your customers.

Without content generation processes in place, businesses will spend time playing catch up gathering and creating everything necessary to populate their automation platforms. That is why before purchasing automation software, companies must be ready to continuously populate it with valuable content in order to realize its value and cover its cost.


3) Create Blueprints for Personalized, Multi-Touch, Lead-Nurturing Pathways

Now that’s a mouthful! But it’s accurate- businesses need to be thinking about how their prospects will interact with their brand through all stages of the sales funnel. Does the flow of your digital experience generate, nurture, and convert qualified leads? The goal of your digital content marketing initiatives should be to offer the right content to the right people at the right time, and doing so requires digital information architectures that accommodate the need states and interests of your consumers.

Throw yourself in the minds of your customers and create flowcharts that illustrate their potential navigation paths through your brands’ digital platform. Design your website architecture to ensure users can navigate through your pages in a way that is intuitive and logical. Analyze Google Analytics “User Flow” to see where your customers are coming from, where they are going, and look for opportunities to improve their experience by leading them to the most relevant and valuable information.

User Flow (1)

Think in terms of “If/Then” statements to determine what customers will be searching for next once they consume your media (example??). Analyze the channels from which your visitors reach your website and social media profiles, and then ensure that your messaging is relevant to where they came from and provides clear direction to where they might want to go next. You must seek to answer the questions: “How will my customers navigate through my brand’s digital platforms? How can we make our customers’ online experience with our brand personal, intuitive, and memorable?”

If your digital assets are scattered and poorly linked, marketing automation software will not help keep your customers on and returning to your brand’s online presence. Keep your target market and customer need states front of mind to design an information architecture that leads people to the answers they are looking for.


According to a June 2014 research survey conducted by OneSpot and the 614 Group, more than ½ of marketers in the US are not satisfied with their current content marketing efforts- citing poor performance in driving business results. The streamlined publishing and analytical capabilities of marketing automation platforms undoubtedly have great appeal to marketers who want to see more returns from their content strategies. The fact remains, however, that using these automation tools without necessary organizational processes and foundations will result in wasted time, money, and ultimately a disjointed digital experience for your customers. Make sure your business is prepared before taking the leap to automation!

About Ian Western

Ian joins SayItSocial with an arsenal of brand, sports, and digital marketing experience. He feverishly devours all kinds of media - digital or otherwise - which adds to his unique perspective on millenial marketing. When unplugging, Ian can be found blasting house music while riding atop some type of bike, board, or boat. LinkedIn

Like What You Are Reading? Subscribe To Read More

Like What You Are Reading? Subscribe To Read More

Join our mailing list to receive the latest news and updates from our team.

You have Successfully Subscribed!