How to Set up Simple Marketing Automation and Not Overcomplicate It

Before we dig into why you need simple marketing automation, let’s define why you need automation in the first place. Then, we’ll describe the complete process from defining your offer to securing a qualified discussion with your prospect.

The Need for Sales & Marketing Automation

Have you ever sat wondering why you aren’t keeping in touch with your clients and prospects.

You have a bunch of email addresses, and you know you should do something, but you just don’t. 

Or you have created this wonderful checklist or an interactive quiz/assessment. People have been leaving their email addresses. But all they hear at your end is silence.

Or, you are just getting started with demand generation – a good & scalable way to finally get the word out there about your offer. 

There are many reasons for not setting something up.

  • You’re busy with a live engagement
  • You can’t decide what to share
  • You think you don’t have the skills
  • You have writer’s block
  • You think you have nothing to share
  • and so on..

Meanwhile you are leaving valuable opportunities to keep your brand front and center. Take this quiz to see what growth opportunities you are leaving on the table.

What if some of those people need exactly what you offer right now, but they are not thinking of you because they don’t see you?

Worse still, you are running ad campaigns and doing social media posts, and your investments are not going to return you optimal results. That’s money and effort wasted.

The key to sales and marketing is to know your audience (have their contact info), and to keep in touch with relevant outreach and offers. Social media platforms often limit your reach so even though you may be posting every week, not everyone is seeing it.

That’s where simple marketing automation comes in.

But, the keyword is “simple”. Don’t overcomplicate it.

Why Simple Marketing Automation?

A marketing automation system is like a shiny toy. It has all these wonderful bells and whistles. And there are so many wonderful ways to integrate and set up the system.

As a result, it’s very easy to get wrapped up in all the sophistication and possibilities they offer. From multiple workflows that connect with each other, moving people between dynamic segments, progressive profiling, to setting up automations that automatically work to satisfy every tiny personalization opportunity, and so on.

The end result is confusion and procrastination. And a system or process that is half done. It doesn’t serve your clients well, and it certainly doesn’t serve you.

Remember, keeping it simple does not mean it’s bad.

Our aim is to follow the 80-20 rule – most of your returns will come from a handful of smart actions. Everything else is icing on the cake that you don’t need to worry about when you’re starting out.

9 Step Success Formula

Here’s a tried and tested 9 step formula for success. However, it’s amazing how many people struggle with setting this up (including us!).

  1. Define an offer – a service or  a product
  2. Create a lead magnet – a checklist, a self-assessment quiz, a short eBook etc.
  3. Create a landing page for the lead magnet
  4. Drive people to it with ads, social media posts etc.
  5. People typically don’t buy the first time so they’ll leave their email address in return for your lead magnet
  6. You keep in touch with helpful tips and include calls to action in every email with relevant offers. You can even show them ads.
  7. Eventually, people will take another high commitment action like signing up for a webinar, demo, or a free strategy call
  8. You then consider them as a qualified sales lead, and pursue them actively
  9. And finally they buy your offer of services or your product

Sometimes, you may not need steps 7 and 8. However, unless you’re selling a very low ticket item, clients will need to be sold to actively. So it’s best to including these steps when you are designing your process.


Read this blog but before you do anything, design your ideal 9 steps process.


  1. Who is your audience?
  2. What will be your lead magnet – people will leave their contact info to get access to it
  3. What will be your next high commitment offer – a webinar, a demo, etc.? 

Steps to Simple Marketing Automation

Step Zero: Create a landing page for your lead magnet

On your website, go ahead and set up a new page that describes your lead magnet. Include who its for, what are the benefits to them, what does it include, and what they can accomplish with it. Include a couple of nice images of course.

Or you can create a simple quiz using Evalinator (or any other quiz platform) and include that on your page. Remember to have simple questions and ensure that people get the results you promise. The quiz should help the respondent diagnose something that you can later help them with. 

For example, we have a “B2B Growth Quiz”. It’s a pretty comprehensive list and respondents get a lot of value just going through the quiz. At the end it gives them their score, and some recommendations on what they should be doing to improve. You can take the quiz and see how it works.   

An Evalinator is very comprehensive because it allows more advanced B2B sales features too. But if you have access already to another quiz software, just go ahead and use that.

On this page, you will need a form to include. This form will capture the email addresses and kick off the automation workflow. The next step is for that.

Step 1: Email list & Auto-Responder

You need to capture email addresses on your landing page and have those email address submissions go into a marketing automation system such as MailerLite.

This is very easy to do and very low cost. As you’re starting out, marketing automation systems such as MailerLite also offer free tiers. So you start paying only once your email list starts growing and you start seeing the value.

What you need to do is to create a “form” in your marketing automation system. This form will have a text area where you can describe your checklist (or another lead magnet), a field for name, and a field for email address. Once you save your form, your system will provide you with a script to place on your landing page. For the most part these are very simple steps so you can do them yourself within a few minutes.

Remember to keep this simple. You can evolve it as the process starts working. Have the email addresses go to a single group, list, or segment – whatever your system calls it. No need for anything else.

Avoid any fancy suggestions – however lucrative or logical they may sound. If you were ready for those you wouldn’t be reading this blog.

What this step does is provides you with a single place to have all your email addresses.

Along with the form, go ahead and configure an auto-responder email. This is a basic feature of any marketing automation system so it should one of the simplest things you can do. You do this so that as soon as someone submits their email address, you can email them a link to your checklist, quiz results, or any other asset that you promised your prospects in return for their email address.

Don’t get too hung up on how the email looks. Simple is better.


If you have an assessment (quiz, wheel of life, maturity model etc.) on Evalinator, you don’t even have to set up a form. Evalinator will send the email address directly. All you have to do is to set up that auto-responder to trigger as soon as a new email address is received.

Step 2: Track

If you have a website, then set up google analytics tracking. This is a simple service that helps you analyze the traffic on your website. Go to and create an account. Set up your website as a property and get the script  that Google will provide you. Place that script on your website (instructions vary but just search for it and you’ll get the right instructions).

At this point, we assume that you will be setting aside some money to advertise on LinkedIn and Facebook. So go ahead and create those ad account and set up the LinkedIn tracking and Facebook tracking codes as well. The process will be very similar to what you did for Google analytics. No need to pay anything yet.

Setting up Google, LinkedIn and Facebook ad accounts will be very useful while running what are called as “retargeting” ads – showing ads to people who have visited your website. They are cheaper and help you stay top of mind. We’ll cover that later.


Step 3: Set Up an Email Sequence

This step is often where a lot of folks give up. Coming up with 7-10 emails is not an easy task.

Look up our blog titled storytelling framework for experts. That provides you a series of 6 ready made emails to put in your email sequence. They start with telling your story and your inspirations, and then each subsequent email also uses stories as you mention your methodology, client case studies, and so on.

These emails will go out every 5-7 days. They will provide value, and they will keep you top of mind of your prospect.

You can also insert a few additional emails with a little bit of helpful material on each of the topics in your checklist, or your interactive quiz/assessment. Your clients will find that very useful even if its only a couple of paragraphs long. You may not think so, but your insights are unique. Just be yourself and you’ll be fine. 

As your email sequence runs out, you will be making active and obvious offers in the final few emails. The intent would be to drive them to your next level offer – demo, webinar, etc.

Research shows that about 4-7 touchpoints are needed to engage prospects. So if you have set up your first email sequence and added appropriate calls to action in every email, then you should be all set with the 80-20 rule.

Step 4: Set up Ads

Now comes the most interesting part. This step actually drives people to your lead magnet so they can start engaging with your email sequences and offers.

The simplest thing to do is to create an ad on either Google, Facebook or LinkedIn, select your targeting carefully, and start the ad.

Keep the budget low to start with (say $5 or $10 per day if you are really unsure). Then as you see one or two people coming on to your landing page, and giving you their email address, you can slowly scale up your spending. You can also decide to wait to see how your sales follow-ups and outreach proceeds. If the people responding to your advt are not the right criteria, you may want to adjust your targeting.

As ads start working for you, everyone who comes to your website is automatically tracked by Google, Facebook or LinkedIn. So you should also go ahead and set up a different ad to target those people. These are typically cheaper and are useful to keep your service top of mind.

Step 5: High Commitment Trigger

Now that you have people responding to your ads, and receiving your email, you need to drive them to something that is more valuable to you.

This high commitment action can be to attend a demo or a webinar, or sign up for a free trial.

So make sure you have a landing page or process set up for this. In your emails and in your retargeting ads you will drive people to this offer.

Step 6: Relax

Once you’ve set up the above automation, you can sit back and relax. 80% of the impact you wanted will be delivered using this method. If you have time or budget to hire more expertise, then do so to magnify the benefits of marketing.

Of course, nothing is a certainty. But whether you end up increasing sales or not, you will come away with valuable lessons. For example, if you don’t get any conversions from your ads, then perhaps your lead magnet is not attractive or you are targeting the wrong people, or it could be anything else. Learning this can help accelerate your path to success.


This is the 80-20 of marketing automation for most people. Once you have this, then feel free to do more advanced stuff. As time passes, you may want to have additional workflows for qualified prospects, onboarding clients, feature updates and so on. But start right now with simple marketing automation, don’t over complicate it.

Action:5 min growth opportunities quiz  

Set up your Funnel

If you would like to create an effective lead generation funnel, then sign up for the free trial on Evalinator. When you create an assessment on Evalinator, you can use it not only for lead generation, but also for discovery / strategy calls, and to grow your ongoing relationships. 

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