Autopilot - 50+ Marketing Templates to Help Triple Your Revenue

50+ Marketing Templates to Help Triple Your Revenue

50+ Marketing Templates to Help Triple Your Revenue

Top performing marketers are mapping their customer journeys to drive acquisition, retention and return on investment. And now, you can too.

We’ve packed this eBook with 50+ actionable, industry-best customer journey templates and weaved them into 10 challenges for you to solve. These customer journeys are the secret sauce behind business success. The following journeys have helped our customers develop deeper connections with their audience and triple their revenue. We don’t want these journeys to be a secret, so we’re giving them away for free!

With one click, any marketer can implement these tried and tested templates into their marketing automation strategy — perfect for today’s complex, multi-channel market.

When we say actionable, we mean it. Just choose a journey and click through to access a ready-made journey that you can copy, customize and execute.

Table of Contents What is Autopilot?

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Why Autopilot?

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Marketing challenges you can solve

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Challenge #1 Optimize your onboarding

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Challenge #2 Keep your customers with proactive support

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Challenge #3 Smash silos and drive qualified leads

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Challenge #4 Harness the power of the net promoter score

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Challenge #5 Convert the bottom of the funnel

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Challenge #6 Turn more leads into customers

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Challenge #7 Reduce churn and retain customers

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Challenge #8 Capture leads across multiple channels

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Challenge #9 Discover best-of-breed integrations all in one place

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Challenge #10 Find more challenges to solve

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What is Autopilot?

Who we are Autopilot is marketing automation software that makes customer journey mapping a simple, visual process. When it comes down to it, 86 percent of marketers consider1 “ease of use” to be the most important factor for automation tools. With our customer journey canvas, native integrations and drag-and-drop functionality, we’ve given marketers control to create the best marketing automation strategy possible.

We’re also a leader in marketing automation, with G2Crowd2 ranking Autopilot as the number one platform for ease of use.

For years marketers have used Autopilot to acquire, nurture and convert leads into repeat customers and now we’re revealing our best-kept marketing secrets to help you triple your revenue.

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1

The Rise of Marketing Automation by Invesp

2

Autopilot Reviews by G2Crowd

50+ Marketing Templates to Help Triple Your Revenue

Why Autopilot?

The Autopilot Canvas Autopilot’s visual Canvas gives marketers the power to map out customer journeys as easily as drawing on a whiteboard. Freely drag, drop and connect shapes on the Canvas to visually design and execute customer journeys.

Native integrations Take full control of your marketing stack with best-of-breed integrations from the likes of Facebook, Google, Salesforce, Slack and more. Drag them into your customer journey with minimal set-up, and minimal cost.

Collaborate in real-time The Annotate and Collaborate feature allows teams to literally be on the same page across any customer journey. Work together from anywhere in the world — in real-time. Leave contextual messages, give feedback with stickers and collaborate to create winning customer journeys.

See ROI fast According to G2Crowd, 74 percent of Autopilot customers see ROI within six months of implementation.3 That’s more than twice as fast when compared to reports from users of traditional marketing automation vendors like Hubspot (32 percent) and Marketo (29 percent).

Autopilot is easy-to-use, and support is free. Also, onboarding packages are entirely optional.

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State of Customer Journey Marketing by Autopilot

50+ Marketing Templates to Help Triple Your Revenue

“Since using Autopilot, we have tripled our market value, and we are now eye to eye with the big players in our space. Our targets recognize us from our campaigns that we set out. Closing over 350k worth of business directly from one campaign is awesome.�4 - Eric Mitchell, CEO of LifeFlip Media

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Autopilot, Trusted and Loved by Thousands by Autopilot

Marketing challenges you can solve This eBook is your personal, go-to resource for customer journey templates. Each template is modeled from some of the best strategies in the industry, and they’re all free to use, so go crazy — we’re inviting you to copy-paste, customize, experiment and make our customer journeys your own!

Here we go — scroll through and use any of our templates to automate your marketing stack and triple your revenue.

*To get the most out of every template, sign-up for a 30-day free trial with Autopilot, no credit card required.

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50+ Marketing Templates to Help Triple Your Revenue

Challenge #1 Optimize your onboarding 40-60% of software users will open an app once, and never log-in again5

A successful customer onboarding strategy maximizes customer lifetime value (CLV) and creates valuable repeat customers. Did you know that repeat customers are nine times more likely to convert than first-time leads?6

Solution Onboard trial customers effectively Use this template to optimize your onboarding process and provide the best user experience possible. It keeps free trial users happy, involved and engaged with your product. We use it here at Autopilot — it’s simple, time-based and incredibly effective at converting free trial users into loyal customers.

Click to visit the template

Key template integrations jj Lists: easily sort and manage contacts jj Smart Segments: segment contacts by behavior, action or demographic jj Slack: automate messages to your team jj Custom Fields: use data to personalize messages jj Timers: create timers and delays jj Facebook: connect with Facebook Audiences jj Google Ads: advertise with Google jj Email: send beautiful, personalized emails jj Headsup: on-site and in-app messaging jj Ejection: remove contacts from your journey

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5

8 Simple Steps To Reducing Churn With Successful User Onboarding by Groove

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Marketing Metrics: The Definitive Guide to Measuring Marketing Performance by Paul Farris

50+ Marketing Templates to Help Triple Your Revenue

Challenge #2 Keep your customers with proactive support Proactively providing support can increase customer retention rates by 3-5%7

When customers search your knowledge base, they’re looking for the fastest path to a solution.

But how can you tell when they’ve found it? To understand what a customer is looking for and if they’ve solved their problem, you need to communicate with them.

To keep your customers, proactively reach out to them and offer support. Avoid waiting until customers are frustrated and ask them if they need additional support, whether that be content or guidance. Doing this also allows you to determine the level of support you need to provide and the type of content you need to create.

Solution Proactively follow-up with people who search your knowledge base Use this template alert your team when someone searches your knowledge base. Encourage your team to proactively contact the customer to ensure they’ve found what they were looking for.

Click to visit the template

It’s also a great way for sales teams to touch base with a lead in a natural and helpful way.

Key template integrations jj Smart Segments: segment contacts by behavior, action or demographic jj Slack: automate messages to your team jj Email: send beautiful, personalized emails jj Timers: create timers and delays 7

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Why Proactive Support is the Next Generation in Customer Service by SuperOffice

50+ Marketing Templates to Help Triple Your Revenue

Challenge #3 Smash silos and drive qualified leads Only 8% of B2B companies have sales and marketing departments that are tightly aligned8

Not all leads are created equal. In fact, 61 percent of B2B Marketers send all leads directly to Sales; however, only 27 percent of those leads are qualified9. But it doesn’t have to be that way.

Setting up a clean, streamlined marketing/ sales funnel is paramount to capturing leads while they’re still hot. Get sales and marketing teams working on this template together with Autopilot’s Annotate and Collaborate feature.

Solution Assign leads to your Sales team based on location and build a relationship from day one Use this template to assign leads to the correct sales team from the moment they submit a sign-up form. This template is optimized to qualify leads based on location, but you can customize it based on any demographic such as age, profession, income and more.

Click to visit the template

Key template integrations jj Forms: capture data with forms jj Custom Fields: use data to personalize messages jj Lists: easily sort and manage contacts jj Twilio: automate and capture SMS conversations jj Notification: notify your team jj Pipedrive: integrate the sales pipeline

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15 Need-To-Know Lead Qualification Stats for B2B Marketers (with Takeaways) by SnappApp

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B2B Marketing Benchmark Report by MarketingSherpa

50+ Marketing Templates to Help Triple Your Revenue

Challenge #4 Harness the power of the net promoter score Customer advocacy can lead to a 10% increase in market share over 2 years10

Happy customers are more likely to spread positive word of mouth about your business and returning customers feel more comfortable giving referrals. Increasing your net promoter score (NPS) can help you track changes, receive feedback from users and increase customer retention.

The key factor to deriving actionable insights from your NPS score is following up with customer feedback. Without following up, you’re just looking at a number.

Solution Find out how happy or sad your customers are and follow-up with personalized emails Once you’ve sent an NPS survey to your customers, use this template to make the most of your feedback.

This journey sends personalized messages to your promoters and detractors, so you can collate the responses and take action. Customize the emails to reflect your brand’s style and tone of voice, and don’t forget to track the feedback you receive!

Key template integrations jj Delighted NPS: send NPS surveys jj Timers: create timers and delays jj Email: send beautiful, personalized emails jj Lists: easily sort and manage contacts 10

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A new way to measure word-of-mouth marketing by McKinsey Quarterly

50+ Marketing Templates to Help Triple Your Revenue

Click to visit the template

Challenge #5 Convert the bottom of the funnel 79% of marketing leads never convert into customers. Lack of lead nurturing is the most common cause of this poor performance11

Companies that excel at lead nurturing generate 50 percent more sales-ready leads at a 33 percent lower cost.12 Enrich your lead qualification processes, track pages and automate lead scoring to help sales reach out at the right time and turn hot leads into customers.

Solution Re-engage with contacts automatically when they visit your pricing page more than once in a 30-day period Use this template to score leads and connect them to a salesperson as soon as they warm up — in this case when they visit your pricing page more than once in a 30-day period. This journey also makes sure that your active customers aren’t sent sales messages, saving you the dreaded “Oops!” email.

Click to visit the template

Key template integrations jj Smart Segments: segment contacts by behavior, action or demographic jj Lists: easily sort and manage contacts jj Page Visit Tracking: track on-site or in-app page visits jj Lead Scoring: automatically score leads jj Email: send beautiful, personalized emails jj Timers: create timers and delays jj Ejection: remove contacts from your journey

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B2B Marketing Benchmark Report by MarketingSherpa

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The Forrester Wave: Lead-To-Revenue Management Platform Vendors, Q1 2014 by Forrester Research

50+ Marketing Templates to Help Triple Your Revenue

Challenge #6 Turn more leads into customers Autopilot customers who’ve implemented a lead nurturing journey see a 25-50% increase in conversion from new leads to paying customers13

Internal testing by our marketing team has found that nurtured leads spend 1.4 times more than the baseline average selling price.14 Long story short — nurturing leads is extremely valuable.

Solution Basic lead nurturing: A simple drip email journey that includes outreach from sales teams to engaged contacts This classic email drip journey allows you to advance contacts down the path to purchase. It’s a basic lead nurturing strategy with four emails.

When a contact clicks-through an email, they are sent another email prompting them to engage with the sales or make a purchase.

Click to visit the template

This is a great journey that can be customized and integrated with your CRM. Key template integrations jj Lists: easily sort and manage contacts jj Smart Segments: segment contacts by behavior, action or demographic jj Email: send beautiful, personalized emails jj Ejection: remove contacts from your journey jj Timers: create timers and delays

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What is Lead Nurturing and How to Start by Autopilot

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What is Lead Nurturing and How to Start by Autopilot

50+ Marketing Templates to Help Triple Your Revenue

Challenge #7 Reduce churn and retain customers A 2% increase in customer retention is equal to a 10% decrease in acquisition cost15

Every SaaS company wants to reduce customer churn. Changes in user behavior (for example, decreased product usage) can often signal a potential risk of churn.

By using Autopilot’s Trello and Slack integrations, you can take action when these changes in behavior occur.

Solution Prevent customer churn by alerting your team of at-risk customers Use this template to automatically populate your Trello board with atrisk customers, making it simple to action a follow-up based on churn risk. Additionally, Slack alerts will ensure that your team takes swift action to minimize the churn of atrisk customers.

Click to visit the template

Key template integrations jj Smart Segments: segment contacts by behavior, action or demographic jj Slack: automate messages to your team jj Trello: organize and manage workflows

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From Marketing Communications to Brand Management: Factors Influencing Relationship Quality and Customer Retention by Journal of Relationship Marketing Volume 14, 2015 - Issue 3

50+ Marketing Templates to Help Triple Your Revenue

Challenge #8 Capture leads across multiple channels You’re 7 times more likely to have a meaningful conversation with a customer if you respond within the first hour16

Nearly half of 2,241 surveyed companies reported that they were taking more than 24 hours to respond to leads. And a staggering 23 percent of those companies admitted that they didn’t respond to leads at all.17 Don’t let leads stagnate in your CRM database.

Solution Close more Salesforce deals by following up faster Use this template to immediately assign leads to a salesperson, group or sales team. A task is automatically created, and a lead is sent personalized communication via a Headsup message and welcome email.

To customize this journey, feel free to swap out any channels of your choice.

Get this journey exactly how you need it using Annotate and Collaborate — so sales and marketing can (literally) be on the same page.

Key template integrations jj Headsup: on-site and in-app messaging jj Salesforce: align sales and marketing teams jj Email: send beautiful, personalized emails jj Facebook: connect with Facebook Audiences

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The Short Life of Online Sales Leads by Harvard Business Review

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The Short Life of Online Sales Leads by Harvard Business Review

50+ Marketing Templates to Help Triple Your Revenue

Click to visit the template

Challenge #9 Discover best-of-breed integrations all in one place 83% of integrated best-of-breed marketers rate their ability to leverage the full power of their tools as “excellent” or “good”18 We all want the best software in our marketing automation stack. When used well, marketing automation can increase lead generation and boost sales. But 85 percent of B2B marketers feel that they’re not using their marketing automation software to its full potential, and three in five companies believe that the implementation process is difficult.19 Here are some useful integrations that make your marketing automation stack sing.

The templates below feature native, best-of-breed integrations that you can use straight away in Autopilot.

Delighted NPS for Net Promoter Score: a proven metric for calculating customer satisfaction. Delighted NPS helps you easily measure customer experience and uses that metric to predict business growth.

Trello (for project management): a free, flexible and easy-to-use software that helps manage projects, teams and processes.

Combined with marketing automation software, it becomes an indispensable tool creating customer journeys that capture feedback, prevent churn and streamline processes.

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Template: Send a Delighted NPS survey five days before the end of a free trial

Template: Capture and organize customer feedback using Trello

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The Ultimate Marketing Automation statistics overview by emailmonday

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Eight is NOT Enough: Increasing Adoption of Marketing Automation Platforms by SiriusDecisions

50+ Marketing Templates to Help Triple Your Revenue

Twilio for SMS marketing: a tool used to create dynamic, AI-powered SMS conversations with your audience.

Autopilot’s native integration allows you to send engaging, personalized messages automatically Typeform for conversational forms: data collection is a must-have in marketing automation stacks, and Typeform is one of the best out there for gathering data and customer feedback. The TypeformAutopilot integration feeds responses directly into your CRM, list, segment or customer journey.

Slack for communication: a communication tool that lets you send information between individuals and teams. Autopilot’s native Slack integration takes advantage of this functionality by alerting sales teams when to follow-up with a lead.

LiveChat for immediate responses: automate what happens after a LiveChat with Autopilot’s native integration. Your team can segment leads and contacts with a simple tagging system or capture surveys in-chat.

Heap for behavior-based marketing: an extremely useful analytics platform that makes tracking behaviors easy. It automatically captures web and mobile interactions without the need to write code — a huge relief for the majority of users.

With Autopilot’s native Heap integration, you can set up customer journeys that are triggered by a user performing a desired action on your website.

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50+ Marketing Templates to Help Triple Your Revenue

Template: Capture new leads with SMS

Template: Follow-up new leads from a Typeform and find more similar leads using Facebook Ads

Template: Capture leads from a form, send a follow-up email and notify your team on Slack

Let your team know about new LiveChat leads via Slack

Template: Notify your team when an event occurs in Heap

Lob for postcard marketing: direct mail ranks as the second most popular nonemail channel. Use Lob’s automated direct mail integration to send thank-yous, gift cards or prizes; as opposed to bach and blast emails.

Smart Segment for contact segmenting: easily segment and engage your leads and based on any combination of field values, behaviors, list memberships and more.

Journeys with Smart Segment help you personalize your marketing and improve the customer experience.

Pipedrive for CRM: Pipedrive is a comprehensive sales CRM that cuts away from the confusing complexity of other CRMs on the market. The learning curve is short, and the interface is intuitive — making sales pipeline management a dream.

With the need for marketing and sales to be closer than ever before, the Pipedrive integration is a great fit with Autopilot.

Template: Send a thank you postcard to NPS promoters

Template: Proactively follow-up people that search your knowledge base

Template: Follow-up faster and win more Pipedrive deals

Visit our website to see a full list of native integrations

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50+ Marketing Templates to Help Triple Your Revenue

Challenge #10 Find more challenges to solve Don’t stop now. Use these 50 templates to find more ways to drive customer happiness and triple your revenue. Find the best ones for your business and start implementing them today.

Activate and convert leads during a 30 day trial nurture Capture new leads using SMS and follow-up on another channel Timestamp key website and email activities to see how engaged your contacts are Track, score and reach out to hot leads who reach your pricing page Capture a gated content form, email the content and assign interested leads to sales Make your live chat team more productive by using tags to categorize and assign leads

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Increase the conversion rate of Facebook Lead Ads by automatically following up Follow-up new leads from a Typeform and find new leads through Facebook Lookalike Audiences Validate your emails with an AB split test and stop guessing Use Google Ads to nurture newsletter subscribers that aren’t yet customers Stay top-of-mind by following up with leads after a trade show or event Proactively follow-up with users that search your knowledge base

Capture leads from a website form, send a follow-up email and notify your team

Capture leads during a trade show or event

Send an email newsletter to an opted-in list, then send a follow-up to contacts that don’t open the first send

Use a data enrichment email to ask your contacts a question and create a personalized pathway based on their response

50+ Marketing Templates to Help Triple Your Revenue

Take action on tracked Heap events faster by instantly notifying your team through Slack

Nurture leads with a simple drip email campaign that includes sales outreach for engaged contacts

Automate your event or meetup registration and follow-up process to make sure everyone shows up

Send a Delighted NPS survey five days before the end of your free trial

Use Facebook Custom Audiences to nurture newsletter subscribers that aren’t yet customers Send a beautiful, responsive newsletter on a specific time and date

Send a Delighted NPS survey after an order has been completed Ensure that every new customer is successfully onboarded

Get a Slack notification when someone performs an event you’re tracking on Segment

Turn leads into paying customers by nurturing them through your content funnel

Close more Salesforce deals by following up faster with personalized multi-channel communications

Capture and organize customer feedback using Trello

Send an SMS AB split test and stop guessing Double opt-in newsletter subscribers to a list Close more Pipedrive deals by following up faster with personalized multi-channel communications

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Prevent customer churn by alerting your team of at-risk customers through Trello

50+ Marketing Templates to Help Triple Your Revenue

Send a Delighted NPS survey 90 days after conversion to find out how happy your customers are Display Facebook ads to people who haven’t opened your emails Measure the ROI of an email offer using Salesforce Campaigns Nurture Pipedrive leads who are not ready to buy

Display Facebook and Google ads to people that submit your sales inquiry form

Increase conversion rates by nurturing leads that respond to Salesforce campaigns

Nurture new leads from Facebook Lead Ads using Facebook Custom Audiences

Evenly assign Pipedrive leads to sales teams using round robin lead assignment

Use Slack to automatically notify your team of new opportunities

Effin Amazing’s Lead Scoring Journey: surface the best leads and assign them to sales quickly

Send a targeted follow-up when someone clicks a specific call to action in an email

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Find out how happy or sad your customers are and follow up with personalized emails

Reach out to NPS promotors with a thank you postcard

Simple, time based trial onboarding

Follow-up LiveChat leads faster by notifying your team immediately through Slack

Assign leads to your sales team based on location and build the relationship from day one

Display a personalized offer on your website to contacts that submit a form

WoahStork’s referral incentive journey: get referrals from current contacts

50+ Marketing Templates to Help Triple Your Revenue

50+ Marketing Templates to Help Triple Your Revenue

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50+ Marketing Templates to Help Triple Your Revenue