Marketing guide

8 steps to take your marketing automation to the next level

In this strategy roadmap, we’ll show you how to move from basic to more advanced automation tactics.

In eight steps that span the customer lifecycle, master your triggered messaging like never before. Learn what you need to do to go from zero to hero, with super-useful tips that will help you acquire, convert, and retain customers at scale.

  • Perfect your welcome series
  • Engage prospects with nurture tactics
  • Nail the aftersales experience
  • Drive repeat orders with cross-upselling
  • Retain customers across the board
  • Build customer loyalty and brand advocacy
  • Keep customers at risk from lapsing
  • Win back customers you considered lost
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