Marketing Automation Strategy Exercise
Apply your knowledge to design a comprehensive marketing automation strategy for a growing SaaS company.
Exercise
What would be your first priority when implementing this marketing automation strategy, and why?
Task:
**Scenario**: You're the Marketing Director at "CloudFlow," a project management SaaS company with 50,000 users and $5M ARR. You need to implement marketing automation to increase trial-to-paid conversion from 12% to 20% within 6 months. **Your Task**: Design a comprehensive marketing automation strategy that addresses: 1. **Customer Segmentation Strategy** (5 minutes): - Identify 3-4 key customer segments based on user behavior and demographics - Define targeting criteria for each segment - Specify personalization approaches for each segment 2. **Content Generation Plan** (5 minutes): - Design an AI-powered content creation workflow - List 5 content types that would be automatically generated - Define personalization rules for different audience segments 3. **Campaign Automation Framework** (5 minutes): - Create a multi-channel campaign sequence for trial users - Define trigger points and automation rules - Specify success metrics and optimization criteria **Deliverables**: - Customer segment profiles with targeting criteria - Content generation workflow diagram - Campaign automation sequence with timelines - Success metrics and KPIs - Implementation timeline and resource requirements **Evaluation Criteria**: - Strategic alignment with business objectives - Technical feasibility and implementation approach - Measurement and optimization framework - Expected ROI and business impact - Consideration of risks and mitigation strategies **Bonus Points**: - Integration with existing tech stack - Scalability considerations - Compliance and privacy considerations - Innovative use of AI technologies - Competitive differentiation opportunities