Marketing Automation

team training for local businesses

Marketing Automation Mastery

Train your in-house team to implement and manage your automated marketing system  in just 12 weeks.

In an era where time and resources are precious commodities, marketing automation provides efficiency for local businesses. It’s the strategic ally that streamlines repetitive tasks, liberating your team to focus on what truly matters.

Our 12-week Marketing Automation certification program gives your team a structured and comprehensive curriculum that covers essential marketing automation tools, strategies, and best practices.


Through hands-on training and real-world projects, you'll gain practical experience that can be immediately applied to improve marketing campaigns and drive business results.


Ultimately, investing in this program equips your team with the skills and credentials needed to excel as a marketing automation specialist and opens doors to exciting growth and opportunities.

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Watch this two minute video and see how our training equipped our past students to transform their company's online presence.

Why Choose Our Marketing Automation Certification Course?


Tailored for Local Businesses: Our curriculum is specifically designed to meet the unique needs of local businesses, ensuring practical, actionable strategies for immediate implementation.


Comprehensive Training: Dive deep into the world of marketing automation with our comprehensive course, covering everything from foundational concepts to advanced strategies. 


Hands-On Learning: Equip your team with hands-on experience through real-world implementation. Complimentary access to softwares included.


Expert Guidance: Benefit from the expertise of industry professionals who have successfully implemented automation in diverse business landscapes.

What Your Team Will Gain:


Strategic Integration: Seamlessly integrate marketing automation into your sales pipeline, streamlining processes for enhanced efficiency and productivity.


Increased Conversions: Discover tactics to nurture leads effectively, leading to increased conversions and higher ROI.


Time and Resource Optimization: Learn to automate repetitive tasks, freeing up valuable time for your team to focus on high-impact activities.


Data-Driven Insights: Harness the power of data analytics to make informed decisions, optimizing campaigns for maximum impact.


Sustainable Growth: Build a scalable system that adapts to your business's growth, ensuring sustained success.

Take The Next Step & Elevate Your Marketing Strategies

Invest in the future of your business by empowering your team with the expertise to revolutionize your sales systems through our Marketing Automation Certification Course. Join us and pave the way for unparalleled growth and success in your industry.


Limited spots available. Register today to secure your team's participation.

How the Program Works

Learn via weekly live digital marketing training sessions

Get an in-depth understanding of all aspects of marketing automation.

Get teacher support during weekly Live Labs sessions

Each completed assignment is another step done in your marketing system.

Complete the program and get certified

Automatically post credentials to Linkedin, your website and more.

Plus, hone your team's skills in a real world setting with 6 months access to the Success CRM.

Take the leap towards a more efficient, automated sales system.

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Meet Your Instructor:

Monique Morrison

Monique has been helping local businesses market their companies digitally and traditionally since 2007. Her mission is to help local businesses Amazon-proof by making enterprise-level marketing methods accessible to everyone.

As a huge supporter of training and educating on all things digital, she hosts webinars, live streams, and more teaching how to properly implement digital marketing.

Through her 10+ years as founder of an award winning marketing agency, she was been able to consistently drive revenue growth for clients.

Certified Trainer and M3 Mastermind Coach with DigitalMarketer

CSI Coach with the Centre for Social Innovation

TAP Speaker and Mentor with World Trade Centre Toronto

Here's what you'll learn...

  • Module 1: Introduction to Marketing Automation

    Gain a solid understanding of the core concepts and principles of marketing automation and get hands-on CRM experience and become familiar with a powerful marketing automation tool.


    Lessons:

    • What is a CRM?
    • Overview of Marketing Automation
    • Contact & Opportunity Data Points
    • Sales Pipelines & Tracking Deals

  • Module 2: The Customer Relationship Management (CRM) Ecosystem

    This module focuses on optimizing customer interactions. Students learn to organize contacts effectively using Contact Lists & Tags, gather crucial data through Forms, and initiate actions based on customer behaviors with Triggers. Segmentation techniques enable targeted engagements, while Automations & Workflows streamline processes. Critical ethical and strategic considerations underscore the module, ensuring responsible and effective use of CRM tools.


    Lessons:

    • Contact Lists & Tags
    • Forms
    • Triggers
    • Segmentation
    • Automations & Workflows
    • Considerations

  • Module 3: Mapping Your Sales Cycle

    This module navigates the intricacies of optimizing sales strategies. It begins with Taking Inventory, emphasizing the importance of assessing existing processes and resources. Students then dive into Mapping Your Sales Process, understanding the sequential stages crucial for effective sales execution. Planning Tags & Triggers becomes pivotal in orchestrating targeted actions at specific points in the sales journey. The module culminates in Completing Your Setup, where learners fine-tune their strategies and ensure comprehensive readiness to implement learned techniques for successful sales cycle management.


    Lessons:

    • Taking Inventory
    • Mapping Your Sales Process
    • Planning Tags & Triggers
    • Completing Your Setup

  • Module 4: Building Your Sales Funnel

    Next, we focus on constructing an effective pathway for customer conversions. It starts with Designing Landing Pages, teaching the art of creating compelling entry points. Integrating Forms & Payments becomes pivotal, ensuring a seamless and secure transactional process. The module also explores Upsells, Cross Sells & Thank You Pages, guiding students on optimizing opportunities beyond the initial sale. Tracking Integration is emphasized, enabling comprehensive analysis and refinement of the funnel's performance. This module equips learners with essential strategies to craft and optimize a robust sales funnel, enhancing customer journey and conversions.


    Lessons:

    • Designing Your Landing Pages
    • Integrating Forms & Payments
    • Upsells, Cross Sells & Thank You Pages
    • Tracking Integration

  • Module 5: Workflows & Automations

    Module five immerses students in the realm of automated systems. It starts with Email and SMS integrations, empowering efficient communication. Payments & Subscriptions are streamlined, simplifying transactions. The focus then shifts to Calendars & Bookings, showcasing how automation enhances scheduling. This module provides essential insights into leveraging workflow automations for increased productivity and improved customer experiences.


    Lessons:

    • Email and SMS 
    • Payments & Subscriptions
    • Calendars & Bookings

  • Module 6: Advanced Automations

    Module six delves into advanced strategies. It begins with Reputation Management, focusing on automating review requests and responses. Content Delivery is explored for tailored audience engagement, while Surveys & Feedback offer insights through automated data analysis. Customer Support automation ensures responsiveness, and Memberships & Courses showcase streamlined access. This module unveils diverse automation applications, optimizing operations and customer experiences across various domains.


    Lessons:

    • Reputation Management
    • Content Delivery
    • Surveys & Feedback
    • Customer Support
    • Memberships & Courses

  • Module 7: Social Media Automation

    Learners discover streamlined communication, visually appealing content creation, efficient scheduling, and targeted audience customization. This module equips students with comprehensive skills for strategic and time-saving social media management through automation.


    Lessons: 

    • Chats & Messaging
    • Automated Social Graphics
    • Bulk Scheduling
    • Automated Ad Audiences

  • Module 8: Tracking Success

    This module focuses on measuring and optimizing performance. It covers Understanding Lead Sources for effective channel utilization, Working with UTMs Parameters for precise tracking, and Hidden Fields to gather supplementary data seamlessly. KPIs & Reporting are emphasized, providing vital metrics for informed decision-making. This module equips students with essential tools to comprehensively evaluate and enhance performance through precise tracking techniques.


    Lessons:

    • Understanding Lead Sources
    • Working with UTMs Parameters 
    • Hidden Fields
    • KPIs & Reporting

  • Module 9: Launching New Automation Systems

    Next is the pivotal stage of implementing automated systems effectively. It begins with Getting The Team Prepared, emphasizing the importance of readiness and alignment among team members for a seamless transition. Launch Checklists become integral, ensuring systematic and thorough preparation before system deployment. Testing procedures are highlighted, allowing for meticulous assessment and refinement before the official launch. This module equips learners with the essential strategies and tools needed to navigate the critical phase of introducing new automation systems successfully.


    Lessons:

    • Getting The Team Prepared
    • Launch Checklists
    • Testing

  • BONUS: Marketing Automation & AI (Artificial Intelligence)

    This bonus module pioneers the integration of cutting-edge technology into marketing strategies. It explores the efficiency of AI in Copywriting, showcasing time-saving benefits through automated content creation. Students delve into Automating Live Chat using AI Tools, understanding how artificial intelligence enhances customer interactions in real-time. The module also showcases AI's prowess in generating graphics, demonstrating how automation streamlines visual content creation. This bonus module unveils the transformative power of AI within marketing automation, revolutionizing content creation and customer engagement.


    Lessons:

    • Saving Time with AI Copywriting
    • Automating Live Chat Using AI Tools
    • AI Generated Graphics

Design automated campaigns, create content, and then measure their impact with ease.

When it comes to learning any new skill, there's a time to learn and a time to implement. At Success with Digital, we support you through both phases so that you can get the guidance and feedback you need to implement, assess and improve your marketing automation skills.

Included in this program:

  • Full access to the weekly learning sessions plus recordings including 10 learning modules for up to three team members.
  • Lifetime access to weekly Live Labs where students can get support from industry leading digital marketers.
  • Unlimited access to the student forum for posting questions and getting feedback.
  • High performing turnkey templates, worksheets and task lists in each module of the program.
  • As a Marketing Automation student, you get complimentary access to the Success CRM for six months to hone in your skills with hands-on experience.


Plus, upon successful completion of the program, you will also receive:

  • A badge that can be hosted on your website, email signature, and LinkedIn profile
  • A digital, printable certificate suitable for framing

Register now for only $4995 and start your journey to becoming a highly sought after Marketing Automation Specialist.

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See the value insights our past students received from our certification programs.

FAQs

  • What do I get?

    You will receive access to: 

    • All live training sessions taught by a professional instructor.
    • Lifetime access to the 10 modules including session recordings, handouts and assignments.
    • Lifetime access to weekly teacher-led Live Lab calls and the student forum where you can ask questions and get feedback.
    • Six months access to the Success CRM that will allow you to implement everything you're learning without an added software cost.
    • A badge that can be hosted on your website, email signature, and LinkedIn profile.
    • A digital, printable certificate suitable for framing.

  • Are the courses taught live?

    You'll receive access to twelve weekly training sessions that are taught live plus recordings accessible the Success with Digital Academy. You will be able to attend our Live Labs to ask questions and get feedback in real time.

  • Are there any additional costs?

    We want digital marketing to be accessible to everyone and we cover both free and paid methods and softwares when making recommendations throughout the course. 

    With that said, there may be additional costs outside of our course fee if planning to use tools with subscription fees. These are not required and we give six months access to our Success CRM.

    Our Success CRM will be free to use but there will be additional fees incurred if planning to actively use the CRM to send out mass emails and automation. See more about additional charges here.

  • Will I be able to ask the instructors questions?

    Yes! You will be able to ask instructors questions during our live training plus durnig  Live Labs sessions. The student forum is also available where instructors and other students will answer.

  • How many team members can access the program?

    You can give up to three team members access to the program. Additional seats and seat transfers are an additional fee.

  • Who is this course not for?

    If you are not interested in saving time and streamlining your processes by automating marketing for your business or your client's businesses then this course is not for you.

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