How to Leverage Marketing Automation to Improve Engagement, Retention, and Revenue

“78% of successful industry professionals cite Marketing Automation as being most responsible for improving revenue contribution.” — The Lenskold and Pedowitz Group

Today’s customers are always on and connected across every channel – both online and offline. Reaching potential and existing customers across these ever-changing touchpoints can feel challenging and overwhelming. The good news…the right Marketing Automation strategy, platform, creative and expert team can help you acquire, engage and retain customers to improve marketing ROI and create long-term value. To get started, here is the first of three automated program examples.

Onboarding Program

An effective customer onboarding program can help establish a customer-first approach. It should consist of multiple outreach efforts to ensure customers fully understand your products/services, access the resources that will enable them to see results, stay satisfied, and reassure them that you have their best interests in mind.

After the first sale or transaction, send a sequence of automated emails at various intervals. Get to know your customers better by collecting useful data to ensure going forward you remain relevant and top of mind. Educate new contacts with content and resources about other products/services that would be pertinent to them. And remember that onboarding isn’t just for customers. It’s also crucial for business partners and employees.

In addition, it’s important to have an onboarding process in place for existing customers that may upgrade or make a new purchase. After every additional purchase, send automated confirmations and educational messaging that ensures optimal usage of the new product/service.

Onboarding Program Example:

Marketing Automation Onboarding Program

“75% of organizations benefit from having in-house resources collaborate with outsourced specialists to optimize marketing effectiveness.” — Ascend2 Research

Aligning customer marketing and Marketing Automation strategies can be challenging and time consuming. The right Marketing Automation platform and experienced external resource will streamline and simplify the process, ensuring that your Marketing Automation strategy is on-point, on-budget, implemented properly and optimized for success. Check back for Part 2 “Engagement Program” and Part 3 “Retention Program.”

To learn how to best use Marketing Automation to increase ROI, check out this article.

As a recognized Marketing Automation leader for the past decade, we work with firms to help them utilize their marketing technology to increase revenue. To see how we can help you, schedule a no-obligation call or email Lori Berson at

BersonDeanStevens has been a recognized brand strategy and marketing leader for over 25 years, including over a decade in Marketing Automation. We work in partnership with you to differentiate your brand and achieve your business goals. Client list.