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Automating Your Path to Business Excellence with Clate Mask
Episode 3445th September 2023 • The DigitalMarketer Podcast • Scalable Media Network
00:00:00 00:30:59

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How do you take someone from being a brand-new lead to a raving fan? And how do you do it in a way that allows your business to grow without becoming too reliant on your time and effort? The answer for most (smart) digital marketers lies in automation.

Automation can be very personal as you take a potential new client from lead capture to lead conversion and then even life cycle automation. Understanding how your CRM interacts with your database is also crucial as you set about creating something that doesn't require you to be there all the time.

Clate Mask is the CEO and Co-Founder of Keap, a private company that offers an e-mail marketing and sales platform for small businesses, including products to manage customers, customer relationship management, marketing, and e-commerce. 

Clate is espousing the virtues of automation in today's conversation with host Mark de Grasse, to the point where it becomes clear that not automating is almost irresponsible for your business. 

Clate also offers solid tips on how to automate one thing at a time, and how to be consistent with your automation as you find and then look after your next 'raving fan'. 

Learn about the importance of automating, how to generate email follow-up, and all the steps in between, as you make your business less dependent on you so that you avoid that nasty plateau that becomes all too common when we try to do it all ourselves!

Visit to download the guide on how to automate your customer lifecycle and design your customer journey with intention. By downloading the guide you will also be given access to a free 30-minute consultation.

'Grow your revenue. Create more fans. Work fewer hours.' Upgrade your small business CRM by visiting today and experience the joy of automation for you and your business. 

Key Takeaways:

03:00 Why Automation is so useful for agencies

04:54 What are some of the processes that agencies have automated that have made a big difference in their business?

06:54 What happens after you collect a lead? Automating the email follow-up and all the steps in between

08:15 Understanding the value of the lead intake process for events, reviews, and referrals

12:09 A Keap customer success story: Building your business on automation

14:06 Beware the plateau! How automation allows you to do higher-value activities

16:35 Automating from lead capture to lead conversion

20:30 What happens when you put automated follow-ups in place? 

22:25 The importance of automating something meaningful

25:00 Why it's almost irresponsible not to automate your business from a risk standpoint

Connect with Clate Mask:

Website -

The Guide to Automation -

Be sure to subscribe to the podcast at:




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