Marketing Automation Onboarding: 3 Things To Know Before Diving In

Whether you’ve been thinking about starting marketing automation or you’ve already taken the first step, it can often be a daunting task. How do you get started? What’s involved in the process? These are all questions that can be extensively answered through an onboarding process. When you hire a specialist to navigate you through the beginning stages of your new tool, it can bring you relief to your concerns and clarity to the overarching goal. If you’re as excited as we are to begin using marketing automation, you’ll probably be wanting to dive in quickly. But, before making the plunge, consider these onboarding tips to get you prepared for what’s ahead!

1. Ask Lots of Questions

Don’t hold back when meeting with your onboarding specialist–they are just as eager to help! Make a list of any questions that come to mind before your first meeting. Think about what concerns you have and any aspects that seem confusing. Upon your meeting, go over each point and make notes that you can refer back to. Still a bit hazy? Ask again! We know marketing automation is a fairly new concept to many businesses and it’s something that takes time to understand.

2. Include Team Members

If you’re thinking about being the only team member to use and learn marketing automation, you may want to reconsider. The tool yields the best results when used by multiple key employees in both sales and marketing departments. Everyone should be on the same page from day one. Think of everyone in your company who may need to use marketing automation and include them in your meetings from the beginning. This will also make onboarding much easier as you grow and acquire new employees and positions.

3. Get Engaged

We can teach you the tool and strategies behind marketing automation, but if you aren’t engaged, it won’t work as well. Onboarding specialists are available to teach, show demos, walk you through setting up features, create templates and workflows for you, and so much more! However, if your team isn’t following up and using the tool on a daily basis, you won’t see your best results. Encourage employees to make this tool a part of their normal routine. Once you learn how to navigate the program, we promise, it will save you time and efficiency.

ITVibes Can Be Your Guide

Marketing automation can be a useful tool for businesses needing more lead generators and lead organization. If you need help getting started or have more questions, contact us today. Our onboarding specialists will stand by your side through the entire process. From web design to sales optimization, we’re here to help your business grow!

Alyssa Smith
Alyssa is a web content writer and SEO manager at ITVibes in The Woodlands, Texas. She graduated from the University of Houston with a degree in print journalism and psychology where her passion for writing evolved. Now she uses that talent to help people grow their business online. Alyssa enjoys spending time with family, warm summer days, and reading new books.