Training Module #2

Marketing Automations (Weeks 5-8)

🎯 Objective: Apply AI and automation tools to improve customer communication, marketing, and sales processes.

Week 5: Marketing Automation & AI-Driven Customer Journeys

  • Using 3rd party integration tools like Zapier to streamline marketing and sales workflows within CRM

  • Understanding automation for lead nurturing & email marketing

  • Creating personalized campaigns with AI-driven segmentation

  • Managing automated SMS, email, and social media messaging

Week 6: Sales Process Automation

  • Automating sales tasks and follow-ups

  • Implementing lead scoring and qualification

  • Integrating with sales tools and platforms

Week 7: Paid Ad Campaign Integration & CRM Optimization

  • Connecting Google Ads & Facebook Ads to CRM

  • Tracking lead generation performance in CRM dashboards

  • Automating CRM-driven retargeting campaigns

Week 8: AI-Driven Sales Optimization & Conversion Tracking

  • Using AI to score leads & prioritize sales follow-ups

  • Automating post-sale customer engagement workflows

  • Setting up AI-based win-loss tracking & business insights

Outcome: Participants will develop expertise in marketing automation, leveraging AI-driven workflows and CRM tools to drive measurable sales and customer engagement improvements.

Key Learning Objectives

  • Utilize 3rd party integration tools like Zapier to automate CRM workflows

  • Analyze CRM data to track key performance metrics

  • Optimize AI-powered communication tools such as chatbots & email automation

  • Ensure compliance & security best practices within CRM systems

  • Integrate AI-based automation for customer engagement & lead generation

Gain CRM Mastery

Gain mastery in CRM to streamline operations, enhance customer relationships, and drive business growth with smarter automation and AI-powered tools.

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Evolved Growth

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CANADA

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