Marketing Automation

Execute personalised, multi-touch campaigns at scale through software that triggers messages based on prospect behaviour and characteristics.

Marketing Automation

Marketing Automation

definition

Introduction

Marketing automation is software that performs repetitive outreach and follow-up tasks emails, text alerts, retargeting ads, lead-scoring updates, CRM hand-offs without human intervention after the rules are set. In B2B this usually starts with email nurture flows (welcome series, webinar reminders, re-engagement drips) and expands to behaviour-based triggers: if a lead views the pricing page, the platform adds 20 points to its score, sends a case study, and pings the account executive in Slack. Tools range from all-in-one suites such as HubSpot and ActiveCampaign to specialist add-ons in the marketing-automation tool category you’ll find elsewhere on Solid Growth.

Why it matters

Marketing automation matters because it makes personalised, timely communication economically feasible at scale. Without automation, nurturing 5,000 leads requires manually sending and tracking thousands of emails, an impossible burden for small teams; automation handles this workload whilst delivering each prospect the specific next message their behaviour indicates they need. This systematises what high-performing salespeople naturally do following up promptly, staying in touch without being pushy, providing relevant information at the right moment but at software speed across entire databases. For B2B especially, where buying cycles span months and involve multiple stakeholders, automation ensures no lead falls through the cracks despite long gaps between interactions. The platforms also centralise previously scattered activities (email, landing pages, forms, scoring, CRM sync) into unified systems where every action is tracked and campaigns are optimised based on comprehensive performance data. Research shows that nurtured leads produce 50% larger deals at 33% lower cost, but nurture only works if executed consistently automation ensures it actually happens. The technology also enables sophisticated segmentation: instead of batch-and-blast emails, you can deliver different content streams to different personas, industries, or engagement levels, dramatically improving relevance and response. Organisations implementing automation report 14% sales productivity increase and 12% marketing overhead reduction whilst simultaneously improving lead quality and shortening sales cycles.

How to apply it

Start with one clear objective

Pick a single use-case: onboarding new newsletter subscribers, warming event leads, or reviving idle trials. Focusing keeps workflows simple and measurable.

Map the trigger–action rules

Example for a SaaS onboarding flow:

  1. Trigger – user signs up for free trial.
  2. Action – send welcome email with video demo.
  3. Delay – wait two days.
  4. Condition – if user hasn’t created first project, send “quick-start checklist”.
  5. Notify – if still inactive after five days, assign SDR task.

Build and test in a sandbox

Create the sequence in your platform of choice (HubSpot Workflow, ActiveCampaign Automation, Customer.io Campaign). Use internal emails first to check timing, personalisation tokens, and link tracking.

Launch, then inspect metrics weekly

Key early indicators are:

  • Open rate (should sit above 30 %).
  • Click-through rate (aim for 5 % on value emails).
  • Unsubscribe / spam rate (keep below 0.2 %).
  • Poor numbers usually mean weak segment fit or unclear subject lines adjust and rerun.

Layer channels gradually

Once email cadence performs, add supporting touches: LinkedIn retargeting ads, SMS reminders for webinars, calendar invites, or direct-mail postcards for high-value accounts. Each new channel follows the same trigger–action logic but reaches the lead where they prefer to engage.

Keep data hygiene tight

Automation magnifies errors: a broken merge field or duplicate contact fires two emails in seconds. Schedule monthly checks for bounced addresses, suppressed lists, and score inflation.

Conclusion

Marketing automation is not “set-and-forget mass email”; it is a rule-based system that delivers the right message to each B2B prospect at the perfect moment, while logging every interaction back to the CRM. Start small, measure relentlessly, and expand channel by channel the compounding gain is a lead journey that feels personalised to the buyer and scalable to the business.

Keep learning

Marketing funnel

Your website, email flows, and remarketing all work together like a mousetrap. Build clear landing pages that convert, automation that nurtures leads, and a machine that drives discovery calls without you chasing people. Stop leaking leads halfway through.

Explore playbooks

Customer research

Customer research

Most customer research produces vague observations that sit in slides nobody reads. Proper research uncovers specific pain points, validates assumptions, and reveals what actually drives buying decisions. Learn to run research that produces actionable insights, not just interesting quotes.

B2B website foundations

B2B website foundations

Most B2B websites confuse visitors instead of guiding them. Clear structure helps buyers self-educate, compare solutions, and decide to engage. Build pages that answer questions, establish credibility, and make taking the next step obvious.

Lead nurture sequences

Lead nurture sequences

Your best leads go cold because you're not in their inbox when they're ready to buy. Nurture sequences solve the timing problem. Stay top of mind with automated follow-up that delivers value, handles objections, and keeps momentum alive between meetings, proposals, and decisions.

Lead capture system

Lead capture system

Capture mechanisms turn anonymous traffic into known leads you can follow up with. Make it easy for prospects to signal interest at any moment in their journey without creating friction or annoying people.

Related books

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Related chapters

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How to choose marketing automation

Select automation that handles your lead volume and integrates with your CRM. Avoid overcomplicating simple workflows with enterprise tools.

Wiki

Trust signals

Display security badges, guarantees, and credentials to reduce purchase anxiety and prove legitimacy on pages where visitors make buying decisions.

Mobile responsive

Ensure websites display and function properly on all devices to avoid losing mobile traffic that bounces from broken layouts or tiny unclickable buttons.

Pain point

Identify specific problems customers experience to position solutions around relieving frustrations they're motivated to solve rather than nice-to-have features.

Usability testing

Watch real users attempt tasks with your product to identify friction points that analytics alone can't reveal and prioritise improvements that remove blockers.

User interview

Conduct structured conversations with customers to uncover problems, motivations, and decision processes that surveys and analytics can't reveal.

Page speed

Optimise how quickly pages load to reduce bounce rates and improve rankings since slow sites frustrate users and get penalised by search algorithms.

Email open rate

Track what percentage of recipients open emails to evaluate subject line effectiveness and list engagement rather than sending to unengaged subscribers who hurt deliverability.

Unsubscribe rate

Monitor how many recipients opt out of emails to catch list fatigue or irrelevant content before deliverability suffers from spam complaints that damage sender reputation.

Marketing Automation

Execute personalised, multi-touch campaigns at scale through software that triggers messages based on prospect behaviour and characteristics.

Personal brand

Build professional reputation through consistent content and engagement to attract opportunities and establish trust before commercial conversations begin.

Above the fold

Place critical information and calls-to-action in the visible area before scrolling to capture attention immediately when visitors land on pages.

Content calendar

Plan content publication in advance to maintain consistency, balance topics, and coordinate promotion rather than scrambling to create content reactively.

Stages of awareness

Match your messaging to prospects' current awareness level from problem-unaware to solution-aware to speak directly to their mental state.

Voice of customer

Capture exact language customers use to describe problems and solutions to write copy that resonates because it mirrors how your market actually thinks and speaks.

Heatmap

Visualise user behaviour through colour-coded overlays showing clicks, scrolls, and mouse movement, exposing hidden friction points.

Social proof

Display evidence that others trust and use your solution to overcome scepticism and reassure prospects they're making a safe choice by buying.

Thought leadership

Share original insights and expertise publicly to build authority and attract customers who value your perspective before they need your solution.

Jobs to be done

Understand the underlying progress customers try to make by hiring products to uncover motivations that drive purchases beyond surface-level features.

Customer journey

Map every touchpoint from initial awareness to repeat purchase, creating seamless experiences that guide prospects toward conversion.

List hygiene

Regularly remove inactive and invalid email addresses to maintain deliverability and focus effort on engaged subscribers who actually read your content.