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Marketing Automation Examples
• Send a Blog Post to Social Media • Wordpress Website Plugin Social Media Account
• Intake Form on Website sends info email or text to client automatically
• Form tools Zap Mailchimp
• Automatically send Retainer Agreement when an appointment is booked in Calendly Zap Hellosign
• Create Contacts from Signatures in Outlook • Then enroll them in an email campaign
Marketing Automation Costs
• Social Media Automation = $0 – 10/mo• Intake Forms on Website with Text /email
Integration = $20-40 • Calendly + Hellosign = $25/mo• Create Contacts from Signatures in Outlook =
FREE (Evercontact)
It’s Good to Have Goals
• What is your definition of success?
• What do you have today? • Systems, software, resources.
• What do you want to have tomorrow? • Process for certain contact types.
Chelsey LambertFounder and CEO, Lex Tech Review
www.lextechreview.comchelsey@lextechreview.com
847-702-2774
Catherine Sanders ReachLaw Practice Management & Technology
The Chicago Bar Association312-554-2070
www.chicagobar.orgcsandersreach@chicagobar.org
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