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The Ultimate Guide to Marketing Automation for Contractors

9 MIN READ
Create a Standout Customer Experience

You’re sacrificing blood, sweat, and tears to grow your business. Between getting your hands dirty in the field, answering never-ending phone calls, and managing your team of contractors, you’re already working overtime. The last thing you want to do is spend hours behind a desk marketing your business.

What if you could put your marketing on autopilot without sacrificing your hard-earned results? (Hint: You can.) By taking a customer-centric approach to marketing automation, you can drive leads through automated campaigns. Then, when your prospects are ready to take the next step, you can automate one-on-one conversations without missing a beat.

What are you waiting for? An automated contractor marketing strategy doesn’t just help boost leads, conversions, and sales—it also creates a standout experience for your customers. Here’s everything you need to know to save time with automation.

What Is Marketing Automation?

In a nutshell, marketing automation uses software to automate marketing tasks across multiple channels. This way, instead of spending hours behind a desk, you can focus on what matters most—running your business.

Before we dive into automation, let’s get one thing straight. Automation isn’t about pushing out spam or replacing your marketing team. Instead, it’s a tool to empower your team, help them plan better campaigns, and create hyper-personalized experiences for your customers.

Our clients tell us that marketing automation makes all the difference for their marketing and sales teams, especially when it comes to increasing revenue and maximizing efficiency. When you use the right automation tools to handle repetitive tasks, your employees are free to tackle higher-priority problems.

Automation tools help with lead generation, nurturing, and scoring. They can also help you make smarter marketing decisions by measuring your overall ROI on campaigns. The best automation systems are scaled to grow alongside your business so you’ll have everything you need at your disposal.

Why Do Contractors Need Automation?

It doesn’t matter how long you’ve been in business. If you’re like most contractors, you have a hard time generating leads and nurturing customers throughout their customer journey. Maybe you’re collecting all the right customer data, but you haven’t figured out the best way to use it. 

That’s where automation can be your MVP. Think about it this way: Automation software helps you overcome key marketing challenges by leveraging customer data to streamline your workflow. It also helps you segment and market to specific customers through each stage of the journey with minimal upfront effort and upkeep. At the end of the day, automation is the tool you need to save time, money, and peace of mind without putting your marketing strategy on the backburner.

Of course, the benefits of automation don’t end there. Here’s how marketing automation can take your contractor business to the next level.

1. Personalized Workflows

Automation software automatically adds your leads’ actions as data points, which show you exactly what your customer is looking for at a given point in time. In turn, you can use these insights to understand customers’ needs and send the right message at the right time.

Personalized workflows drive qualified leads to relevant content so you can guide them to the next stage of the sales funnel. Throughout the customer journey, you can keep tracking their actions to stay top of mind and, ultimately, convert them into paying customers.

2. Streamlined Processes 

You deserve a marketing strategy that works as hard as your team does. With the right automation software, you can empower your marketing and sales teams with powerful customer-centric tools that make their lives easier.

When you build streamlined processes that work across different teams, potential customers can seamlessly navigate from channel to channel without disruptions. This way, you’ll create a connected experience from the first touchpoint to beyond the purchase. And the benefits don’t stop there: According to market research, businesses that use marketing automation to nurture leads experience a 451 percent increase in leads.

3. Hyper-Relevant Content

When you track customers through every stage of the customer journey, you can be specific about what they see and when they see it. From advertising to email marketing, you can use automation to tap into behavioral targeting and send valuable information to leads.

Maybe they’re looking for pressure washing promos or searching for home improvement trends for their next renovation project. You need to grab their attention fast, and automation helps you cut through the noise by leveraging the data you’ve already collected to highlight relevant content at the right time.

4. Standout Customer Service

Newsflash: Automation isn’t just for email marketing. You can use automation tools to prioritize high-value tasks and manage leads, so their questions are answered instantly around the clock—even after business hours end.

Plus, you can use the data stored in your customer relationship management (CRM) software to support your sales team with relevant data. When you understand your customers’ history, you can automate responses based on their previous interactions with your company.

5. Omnichannel Experiences

Your customers expect a seamless experience from start to finish, and the numbers back this up. According to a 2021 McKinsey study, personalization is more important than ever: 71 percent of customers expect it, and 76 percent get frustrated when they don’t find it. 

Your customers don’t want to start from scratch when they move from Facebook Messenger to SMS, and that’s why automation is a must-have for customers. The good news? Automation tools collect, store, and utilize information so your customers can enjoy a personalized experience. From targeted emails to pre-filled forms, automation creates the same experience across every marketing channel.

How to Choose the Best Automation Tool

In today’s fast-paced digital world, most businesses use marketing automation. Studies show that around 96 percent of marketers currently use an automation platform, and that number is only going to keep growing.

You already know that automation software can boost your efficiency and streamline your workflow. But with so many tools to choose from, how can you find the right option for your contractor business? Here are some key questions to help you find the best tool for the job.

1. What Are Your Business Needs?

Marketing automation is a powerful way to boost efficiency and manage repetitive tasks so you can focus on the tasks that have the highest return. Sure, automation tools can help you save money and clear up your schedule, but you’ll still want to consider your budget and long-term business needs.

For example, if you’re focusing on email automation, a scaled-down system with email features might be the best option. But if you’re looking to automate multiple processes, you’ll want advanced software to support your marketing strategy. At the end of the day, you should choose a provider with a reasonable price that offers scalable solutions as your needs change.

2. Is the Software Easy to Use?

Even if you’re a seasoned marketer, automation software isn’t the easiest thing to implement. Automation should make your life easier, so make sure the software interface will work with you, not against you. If you’re on the fence about a tool, try searching for YouTube videos or screenshots of the UX to figure out if it’s simple to use and easy to navigate.

Remember: Automation can be technical, and it might take some time to master your new software. If you’re new to the world of automation, you’ll want to search for providers with extensive knowledge bases, tutorials, and customer support options to drive your business forward.

3. Does It Come With Reporting and Analytics Options?

It doesn’t matter if you’re only automating your email marketing campaign—you’ll still want to measure the success of any campaigns you run. Instead of making gut-feeling decisions about your marketing strategy, you need to rely on data to grow your business.

To make sure you’re allocating the right resources to the right places, your automation software should track the marketing metrics that matter most to your contractor business. Spend some time researching the reporting and analytics options of potential software platforms so you can easily track the right metrics.

4. What Are the Potential Limitations?

Automation tools can be incredibly powerful—but they still come with some limitations. Some software platforms limit the number of actions in a month or the database size you’re allowed, which can take a toll on your customer experience.

When you’re shopping around for automation software, know what your contact list looks like, how many emails you send each month, and exactly what you want the software to accomplish. With the right data at your disposal, you won’t have to worry about additional costs or potential limitations after making your initial investment.

5. Can You Request a Demo?

Before making the leap, consider reaching out to the provider’s sales team to request a demo or free trial offer. This way, you can try out a few different automation tools to find the best features for your business needs. 

Get the Most of Marketing Automation

Most businesses consider marketing automation a middle-of-the-funnel tool, ideal for email marketing and lead nurturing. Truth is, only using automation for part of the customer journey can create a disjointed experience as your customers move from marketing to sales to customer service.

So, what’s the best way to leverage automation? You need to go all out, and that means deploying automation across the entire customer lifecycle. With the right strategy, automation can drive a steady stream of leads—all while helping you build long-term relationships with customers.

Grow Your Business With Automation

Marketing automation is powerful. If you want to make it work for you, you’ll need to put some work in to find the right automation tools for your business. It might seem like a daunting task, but our clients tell us it’s well worth the time and effort.

Ready to take the next step with automation? Reach out to our team to transform your customer experience with effective marketing automation.

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