Automation is about freeing your brain for strategy, not replacing it. Here are the essentials for Marketing Workflow Automation.
5 Workflows to Automate NOW:
1. The "Welcome" Sequence: Never let a new lead go cold. Automate a 3-part series that introduces your brand voice immediately. 2. Lead Scoring: Let your CRM automatically flag "Hot Leads" based on web activity (e.g., visiting the pricing page twice). 3. Social Media Cross-Posting: Use tools to turn a blog post into a thread, a caption, and a story instantly. 4. Reporting Dashboards: Stop manually copying data into slides. Automate your monthly ROI reports. 5. Meeting Scheduling: Remove the "when are you free" dance with automated booking links synced to your calendar.
2 Workflows You Should NEVER Fully Automate:
1. Crisis Communication: If something goes wrong, a "pre-scheduled" cheery post can be a PR disaster. Keep a human at the switch. 2. High-Value Closing: AI can nurture, but humans close. Sensitive, high-ticket negotiations require empathy and nuance that code cannot replicate.
The Golden Rule: Automate the process; humanize the relationship.