# Marketing Automation Guide
**Enk Consulting** — Free sample resource  
Follow-up systems that save time without sounding robotic

---

## What automation should do
Save your team time while keeping conversations helpful and human.

Good automation:
- Confirms requests  
- Sends reminders  
- Logs leads in a CRM  
- Asks for reviews after a job or appointment  

Bad automation:
- Spams people daily  
- Pretends to be a person when it isn’t  
- Sends irrelevant offers  

## Start with 5 workflows
1. **New lead acknowledgment** — “We got your message. Here’s what happens next.”  
2. **Missed call / after-hours** — Offer to book or leave details  
3. **Quote / estimate follow-up** — Gentle reminder if no reply  
4. **Appointment reminder** — Reduce no-shows  
5. **Review request** — After successful service  

## Tools that work well for SMEs
- CRM: HubSpot (or similar)  
- Automation: Make or Zapier  
- Calendar: Cal.com / Calendly  
- Chat: simple website chat with clear handoff to humans  

You do not need custom AI software to get results.

## Implementation checklist
- [ ] One place stores all leads  
- [ ] Forms and calls create or update contacts  
- [ ] Templates are written in your voice  
- [ ] Someone owns exceptions (angry customers, complex questions)  
- [ ] You review automation monthly and turn off what doesn’t help  

## Sample timing
| Trigger | Action |
|--------|--------|
| Form submitted | Instant thank-you + internal alert |
| No booking in 48 hours | Reminder email/SMS |
| Appointment booked | Confirmation + calendar invite |
| 24 hours before visit | Reminder |
| 2 days after completed job | Review request |

## Keep it human
- Use first names when you have them  
- Offer an easy way to talk to a person  
- Stop sequences when someone books or unsubscribes  
- Don’t automate sensitive conversations  

---

Want this built for your business?  
https://www.enkconsulting.ca/book  
contact@enkconsulting.ca