Why do you need a Business Automation consultant? Sales & Marketing Automation with ActiveCampaign

Why do you need a Business Automation consultant? Sales & Marketing Automation with ActiveCampaign

If you’re an entrepreneur or a manager, this probably sounds familiar to you:

  • You’ve tried to automate your processes on your own but after an initial sprint you figured out that it requires a lot of time and that it is energy-consuming. There are thousands of tools out there and you don’t know how to find the right combination for your specific case.
  • Free trainings and tutorials are not enough because they show you where the buttons are and what they do but you struggle to see the “overall picture” and to understand how to implement them in your business.
  • Web agencies are not always able to help you and they usually do a “basic and technical setup”.
  • You’ve also tried to find answers in online groups, but it’s difficult to explain your situation in a message or a comment and it requires time for people to understand your needs and tell you what to do.

Of course, this leads to a waste of time and money for your business and a lot of frustration.

Why is there this problem? Why is it difficult to find people that can help you properly?

I have two answers for you:

The short one:

Business Automation is a discipline that has been developing over the last years and that involves both strategic and technical knowledge.

That’s the main problem: usually, people have either strategic knowledge about the process (let’s say sales & marketing) or tech knowledge. 

Not both.

The long answer:

Business Automation requires a lot of different skills and these are just some of the tasks that a consultant needs to do:

  1. Understand the company’s business processes. Before touching any piece of tech, it’s important to map out the processes and understand how to improve them (Watch this video and read this guide to deepen the topic).
  1. Assess all types of software. There are thousands of tools out there and it’s important to figure out the best combination for you.
  1. Propose the best solution for current and future needs. You need a person that can advise you on what’s the best solution to implement based on the needs that you have right now and that you will have in the future.
  1. Implement & test the solution. After you have mapped out your processes, understood how to improve them and understood the right tech stack, it’s time to implement the solution and to test it.
  1. Support the company to adopt the solution implemented. This is crucial because, of course, the team members must know how to use the solution and must be supported (especially at the beginning) to use it.
  1. Document everything. Read this article about the two things that you need to map out in your business.
  1. Monthly support. After the solution is implemented and the team is using it, you need someone that is in charge of tasks such as troubleshooting, data cleaning, imports/exports etc… 

Last but not least:

The consultant needs to work as a “project manager” that connects the CEO or business owner to the technical team, marketing team, sales team etc…

You probably want to know just enough to use the solution and leave the technicalities behind.

As you can see, this is a full-time job!

Many processes can be automated and there are also specific skills for Sales & Marketing processes that I will talk about in another article.

My suggestion is to choose someone that has built the technical skills on top of the strategic ones.

This is really important in order to avoid making a big mistake that many people make: modifying the strategy to fit the tool rather than using the tool to support the strategy.

Outsourcing this process could be a good idea for your business.

If you want to learn more download the Business Automation guide for busy managers and entrepreneurs:

Or fill out the application form to work with me: