Stop wasting time on repetitive tasks and start focusing on growing your business. Personify’s Marketing Automation tools help you deliver the right message, to the right person, at the right time—automatically. Build real connections with your audience, grow your customer base, and close more sales without breaking a sweat.
Work Smarter, Not Harder—Transform Your Marketing with Automation
Marketing Automation
Key Features
Personalized Customer Journeys
Create automated workflows that adapt to your customer’s behavior. Whether they’re visiting your website, opening an email, or responding to a text, you can guide them step-by-step toward becoming loyal customers.
Instant Multi-Channel Connection
Connect with your audience wherever they are—email, SMS, voicemail, or social media. Schedule and automate messages across channels, ensuring no lead or customer is left behind.
Smart Lead Nurturing
Not all leads are ready to buy right away. Automate follow-ups, send educational content, and keep your brand top-of-mind until they’re ready to convert.
Real-Time Alerts
Get alerted when a prospect is ready to make a decision. Use this data to engage them at the perfect moment, boosting your chances of closing the deal.
Website Triggers
Connect with people as they engage your website. For example, if someone downloads a resource, they can automatically receive a thank-you email and an offer for a free consultation.
Appointment Notifications
Allow customers to book appointments directly from your website or campaigns. Then, automatically confirm bookings, send reminders, and follow up—without lifting a finger.
Why choose Personify?
- Automation That Feels Human: Use smart tools to send messages that feel personal, not robotic. Your customers get a seamless experience that feels like it’s just for them.
- No Tech Skills Required: Simple drag-and-drop tools make setting up automations quick and painless.
- One Platform for Everything: From marketing to CRM to analytics, Personify handles it all—saving you time, money, and effort.
- Better Results with Less Effort: Automating repetitive tasks frees you to focus on the strategies that drive real growth.
- Scales with You: Whether you’re a small business or a growing enterprise, Personify’s tools adapt to meet your needs.
- Proven to Convert: Use tried-and-tested workflows and templates that are built to help businesses like yours succeed.
5 Marketing Automation Examples for Small Businesses
1. Automated Welcome Email Series for a Fitness Studio
- Example: When someone signs up for a free trial or newsletter at a yoga or fitness studio, they receive a series of emails:
- A welcome message introducing the studio and its classes.
- A reminder to book their first session.
- A follow-up offering a discount on a membership.
- How it saves time: Staff don’t need to manually send welcome emails or reminders.
- How it improves the customer experience: New clients feel supported and are guided to take action immediately, increasing the likelihood they’ll join.
2. Appointment Reminder and Follow-Up System for a Hair Salon
- Example: A client books a haircut online. They receive:
- A confirmation email with the date and time.
- A reminder SMS 24 hours before the appointment.
- A follow-up email after the visit asking for feedback or to book their next appointment.
- How it saves time: No need for salon staff to manually call or text clients to confirm or remind them of appointments.
- How it improves the customer experience: Clients feel well-informed and cared for, while also being encouraged to return.
3. Behavior-Triggered Offers for a Local Boutique
- Example: A shopper visits the boutique’s website, browses handbags but doesn’t purchase. Two days later, they receive an automated email with a 10% discount code for handbags.
- How it saves time: Automation tracks customer behavior and handles follow-ups without requiring manual work.
- How it improves the customer experience: Shoppers feel like the boutique is offering them a personalized deal, making them more likely to complete the purchase.
4. Lead Nurturing for a Real Estate Agent
- Example: A prospective buyer fills out a form for a property showing. They receive:
- A thank-you email confirming their request and providing more details about the property.
- A follow-up email with tips for first-time buyers.
- An invitation to schedule a consultation call or visit other listings.
- How it saves time: Automates communication, so the agent can focus on closing deals rather than manual follow-ups.
- How it improves the customer experience: Leads feel engaged and educated throughout the buying process, building trust in the agent’s expertise.
5. Feedback and Review Requests for a Veterinarian Clinic
- Example: After a pet owner visits the clinic, they receive:
- A thank-you email asking for feedback on their visit.
- A link to leave a review on Google or Yelp.
- An optional offer for a free consultation for their pet’s next check-up.
- How it saves time: The system handles all feedback and review requests automatically.
- How it improves the customer experience: Pet owners feel appreciated, and leaving a review is made easy, enhancing the clinic’s reputation.
