Recipes
Sales Automation
Set up Consultation Call with Calendar Integration
Integrate Calendly into your campaigns and 1:1 emails to make it simple for leads to book in a call.
Improve client satisfaction and retention
Thousands of agencies and consultants across the globe use ActiveCampaign to build meaningful and effective campaigns for their clients.
Coordinate multiple campaigns, win new projects, and reduce churn with our powerful suite of marketing automation tools.
Run campaigns across every channel
Master email & SMS
Effortlessly build and schedule personalized campaigns that drive results. Use our automations and split testing tools to perfect your approach.
Manage an entire online presence
Our comprehensive social and web capabilities put you in the driver’s seat, so you can coordinate email, SMS, social media, ads, and site messages from the same platform.
Showcase case studies and thought leadership
Work across any vertical
Personalize your outreach to highlight relevant customer stories and tailor your portfolio for any prospective project.
Support pitches for new work
Use conditional and predictive content to make sure every prospective client gets relevant communications delivered right to their inbox.
Empower franchises and multi-location brands
Control hundreds of accounts from one platform
Sync templates across all your accounts. Build on-brand campaigns with advanced personalization options for a local voice per location.
Test, track, and report in real time
Use consolidated revenue reporting to get a bird’s eye view of your marketing operations across up to hundreds of locations.
Pre-built recipes for agency & consulting businesses
These automation recipes work as a great starting point for your industry. Use them off-the-shelf, or customize them as much as you need.
- Recipes Marketing Automation
Lifecycle Nurture for New Leads
Start nurturing new prospects and leads with this simple yet effective automation flow.
- Recipes Project Management
Automate Contact Availability
Once a contractor or employee is done with an assignment, this automation lets you update their availability–no manual work necessary.
- Recipes Project Management
Post-Project Feedback Request for Contact
This recipe gives you an easy way to gather a consistent supply of killer case studies, by letting you send personal video requests to your happiest customers when you know they are getting value.
Wonsulting creates winners with marketing automation
Career consultancy Wonsulting builds precise automations to onboard new clients and show them content that adds value to their journey–driving engagement and sales along the way.
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