How To Create The Business Of Your Dreams Through Marketing Automation

Marketing automation

Marketing automation solutions are pivotal to growing your business and freeing up your time to do what you do best.

While some so-called experts encourage people to rely solely on SEO (search engine optimization), referrals, or direct mail marketing to build their customer base, the truth is that if you want your business to skyrocket, there are a number of things that must take place.

One major thing is marketing automation and strategy.

In order to be successful, a strategy is important. Once that is in motion, one of the key ingredients to success lays all in the power of automating your processes, and having the right team/staff to help you achieve your business goals.

It all starts, however, by asking questions.

Are you Asking The Right Questions?

The most important question you should be asking yourself is, “is my business supporting my ideal lifestyle?”

Ask yourself this, take your time and think it out.

Your business needs to support you. You don’t want to be continually feeding your business, it should be the other way around. In fact, in order to create your dream lifestyle, you have to question how you are doing things in your business if you feel you are not making enough.

  • How much time are you spending marketing?
  • How much time am I spending at work?
  • Does this amount justify my income?
  • How am I communicating with my customers or potential customers?
  • Do I see a return on my efforts there?

A successful entrepreneur evaluates how their business is run, this includes evaluating where you are at, and then envisioning where you want to go, after that you simply create it.

At invigoMEDIA, we have modeled this time and time again with ourselves, our CEO Bob Mangat, as well as the various clinics we have grown across North America. The knowledge and tools you will receive in our blogs, and by working with us directly, will help you create your ideal lifestyle.

For now, let’s start with automation…

What Is Marketing Automation?

The Marketing Automation definition includes building a system that makes your business, or practice, run smoother, and your life as well. Imagine your business being on autopilot, to an extent. By systemizing, optimizing, and monetizing your business you can finally start working on your business, not in it.

It usually starts by using software and technology to do the grunt work. This includes the repetitive marketing tasks that you need to do to respond to potential patients or sales leads. This includes, but not limited to, auto-responsive emails sent to new requests on an online form, or an automated text message to remind clients of their appointments. Each step should be crafted content, creating a personalized message, however, it needs to be the right message.

At invigoMEDIA, we call this the start of the Ultimate Patient Journey.

It all revolves around taking the time to understand your audience and crafting the right communication to them based on their buying tendencies…and putting those responses in a step by step sequence. Doing so allows you to free up your time to tend to paying patients, also track your interactions with potential patients and evaluate if your marketing message needs to change.

This process is often done through software. At invigoMEDIA we use EverGenius. Click here to learn more about EverGenius.

How Do I Action Out Becoming Automated?

Marketing automation can be tricky for someone not yet interacting with their potential leads. There are a couple of items that should be set-up.

To simplify it, it starts with obtaining or getting three very key components:

Centralized database: an organized way to view prospects/leads, the interactions with those prospects and information pertaining to how they found you and why. This is data that is important in order to convey the right message.
Engagement and Content: marketers are skilled at creating the appropriate messaging and timing of delivering that message to the appropriate lead; there is a certain build-up that is involved depending on where your lead is in their customer journey.
Analytics: there must be a way to test, measure and optimize your marketing efforts, this will allow you to see what is working and not. Every good business does this in their automation process.

At invigoMEDIA, we start by asking the questions at the beginning of this article and work with our clients to build the right strategy for them towards marketing automation. We believe your time should be spent doing what you do best, not sending out marketing messages.

We can help with that. We specialize in small business marketing automation and solutions.

Learn more. 


To get started on marketing automation, or to take your practice to the next level, contact us directly and start your analysis. 

Written by Bob Mangat

2 Time #1 Amazon Best Selling Author, speaker, founder of invigoMEDIA and EverGenius. Proud husband and father with over 15 years of hands-on experience architecting ADVANCED business growth systems successfully creating and building multiple 6 & 7 figure businesses from scratch. Bob Mangat has an indisputable track record of quickly and effectively teaching thousands of small business owners and physyicians the same strategies, techniques, and tools resulting in accelerated growth (doubling, tripling, or even 10x-ing their net profits within 12 months in most cases).

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