Episode 4
Relationships at Scale: Revolutionizing Sales with Smart Automation
Paul Sokol, a leading expert in sales and marketing automation, shares his wealth of knowledge on creating effective customer journeys. Drawing from his extensive experience, including his time at Infusionsoft (now known as Keap), Paul breaks down the critical components of successful automation strategies.
Highlights include:
- Breaking down the customer journey into it's 3 basic phases
- Tips for designing effective automation strategies
- The "ball and stick" method for mapping customer milestones
- How to create natural, multi-channel communication flows
- Real-world examples of automation in action, from event management to personal follow-ups
Paul's practical advice and innovative approaches provide a roadmap for businesses looking to harness the power of automation while maintaining a personal touch in their customer interactions.
Register for Paul's How To Automate Like A Pro free mini-course here.
