Marketing Automation

May 24, 2024

Project Description


Collaborating with WealthAbility®‘s technology team, I played a pivotal role in the development of intricate marketing automation systems within our CRM. This dynamic project wasn’t a one-time effort; it involved meticulous setup and ongoing refinement, intricately tailored to enhance customer experiences and optimize end results.

In the realm of lead capture, we implemented a foundational funnel process. This strategy entailed offering valuable resources, such as downloadable reports or helpful tips, in exchange for users’ email and contact information. Once individuals entered the funnel, we meticulously designed automated pathways that responded to their actions within the funnel. Providing continuous value, we strategically guided them towards making informed decisions to purchase.

The value our customers received from WealthAbility®‘s products and services was immeasurable, making this project particularly thrilling to work on. Beyond lead capture, we extended our automation efforts to various facets, including public in-person events, virtual events, email newsletter signups, sales campaigns, and more. Each automation was intricately crafted to enhance user engagement and foster meaningful interactions. The continuous evolution of these systems not only streamlined processes but also contributed significantly to the overall success of our marketing initiatives.

Project Details

Company: WealthAbility®
Position: Marketing Director
Skills Needed:
  • Analytics
  • Collaboration
  • Critical Thinking
  • Data Interpretation
  • Digital Design
  • Email Marketing
  • Marketing Plan Development
  • Project Management
Results Summary:
  • Complete Events Email Automation
  • Complete Newsletter Automation
  • 60-65% Open Rates
  • Sales Campaign Automation Templates
  • Sales Email Dashboards
Ryan Berry