Marketing Automation Case Study: Business Support Organisation | KDM

The Business Support Organisation

Nurture leads and create an automated onboarding sequence...

Talk to us

Goal: To nurture leads automatically and to create an onboarding sequence which is automated.

Our Process

The Business Support Organisation (BSO) aims to help businesses of all sizes with any challenges they face. They wanted to make key office processes, such as onboarding new clients, managing them and nurturing new leads more efficient. The managing director of the BSO was spending over 20+ hours every week on manually sending out reminder emails, signing new clients up, dealing with membership fees and so on. To solve this issue, KDM introduced our marketing automation package. The client had very little knowledge in this area, so we offered them a demo and ongoing training on how to use our in-house marketing automation tool.

As part of our marketing automation service, we created automation workflows which integrated the payment system, Stripe to automatically accept payments from members. Plus a Jotform integration, which allowed the client to automatically onboard new clients seamlessly and then transfer them to a workflow which continuously nurtured them with relevant, personalised emails about events and training opportunities. Our marketing automation system also helped the BSO with back office tasks, such as calling members, creating their membership number, raising invoices and dealing with enquiries.

The Results

It was estimated that the work our marketing automation system accomplished for the BSO was equal to hiring a full-time administrator. Our client was not only able to save around 20+ hours per week on admin tasks, but was also able to lower their costs. The client is now able to spend more time on business development and less time on repetitive admin tasks.

Testimonialbrett sheldon-BSO-kdm

“I was really impressed with the marketing automation platform and the time I’ve saved on doing repetitive, admin work.  The KDM team were very helpful in developing the automation workflows and training me in the area of marketing automation. I highly recommend KDM to anyone who is looking to purchase a marketing automation service.” – Brett Sheldon, Managing Director

Want to learn more about our Marketing Automation package?
Save time and money by automating your marketing.
Don't waste time on repetitive tasks! Use our marketing automation tool to save you time and money.
View our Marketing Automation Package
Our blog
  • 12 Cool Marketing Trends that will Conquer 2019
    December 10th, 2018

    It’s that time of the year again, where every marketer starts thinking about the future of marketing. Our team here at KDM don’t have a crystal ball, but we do know tons about marketing. And with this knowledge let us go through 12 of the coolest marketing trends that will conquer 2019.

    12 Cool Marketing Trends that will Conquer 2019
  • 10 Best Tools For Effective & Easy Marketing
    November 21th, 2018

    Being a business owner is probably one of the most challenging jobs on the planet. When first starting a new business, your main goal should be spreading the word about the services or products your company offer. Once you have built your business website and found an adequately priced hosting provider, you will need to shift your focus to optimizing it. With the help of reputable professionals and the right tools, getting your website optimized will be easy. For years, businesses of all shapes and sizes have used the power of online marketing to attract new customers from all over the world. In a recent study, researchers found that over half of the world’s population uses the Internet on a frequent basis. Tapping into a portion of this large audience can help you take your business from startup to a success story. Read below to find out about some of the essential tools you need for easy and effective marketing.

    10 Best Tools For Effective & Easy Marketing
  • 5 Must-Have SEO Skills That Every Digital Marketer Should Know
    November 07th, 2018

    Did you know that 4 in 5 consumers use search engines to find local information? Even though the benefits of ranking number 1 in search engines is clear, many businesses still find it difficult to understand. And who can blame them? Optimizing your site for search engines can take years to get right, and even if you got all the basics in place there is still no guarantee that you’ll be number 1 in the search results. Some business owners mistakenly see SEO as a one-off thing, which you update and ignore. The reality, however, is that SEO is a field of expertise that requires ongoing monitoring and updates to your site to make sure you continue to move up the ranks. Therefore having a team or a person with an understanding of SEO is highly essential. Here are 5 must-have SEO skills that every digital marketer should know!

    5 Must-Have SEO Skills That Every Digital Marketer Should Know
  • How to Create a Data-Driven Marketing Strategy
    October 17th, 2018

    Many online marketing campaigns are aimed only at the quick lead or sell off - and thus give away growth potential. In this article, I'll explain how you can build a holistic online marketing strategy and unlock the full potential of your campaigns. The basis of this is data-driven marketing. You've probably already stumbled upon the term data-driven marketing. As a basic definition data-driven marketing is about making decisions based on solid data from your past or current marketing activities. Many marketers today, like to take this approach to marketing, as it focuses on the user and promotes interaction between marketing channels (anti-silo thinking!) And thus provides the basis for a successful online marketing campaign. A strategy that delivers.

    How to Create a Data-Driven Marketing Strategy
  • How AI is Transforming Web Design Right Now
    October 03th, 2018

    As we may already know, these days AI (Artificial Intelligence) is used in various sectors like healthcare, finance, education. Even digital marketing has been impacted by the rise of Artificial intelligence. As the technology develops it’s no surprise to see the implementation of AI almost everywhere. Saying this, one of the biggest weaknesses for AI tools comes down to their ability to think creatively. But to the surprise of some, recent developments have now allowed AI to support web designers in the process of creating websites that not only attract customers but engage them also.

    How AI is Transforming Web Design Right Now