The Mechanics of Marketing Automation Course

Originally presented at the 2025 Midwest Digital Marketing Conference, this course is a recorded version of my live session, perfect for anyone who couldn’t attend. It’s built around my 8-step Marketing Automation Framework. 

Enjoy!

 

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Module 1: Welcome to the Course

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Module 2: What is Marketing Automation?

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Module 3: When Marketing Automation Goes Wrong

 

 

 

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Module 4: Marketing Automation Myths

 

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Module 5: Mapping Your Workflows

 

 

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Module 6: Team Collaboration

 

 

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Module 7: Setting SMART Goals

 

 

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Module 8: Researching Tools and Platforms

 

 

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Module 9: Getting Leadership Buy-In

 

 

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Module 10: An Important Note on Data Before Automating

 

 

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Module 11: Conducting a 30-Day Trial

 

 

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Module 12: Communicating with Stakeholders

 

 

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Module 13: Scaling and Expanding