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The Ultimate Guide to Marketing Automation Tools for Entrepreneurs

Save time. Gain peace of mind. Make some mulah.

Automating your online marketing process is the only way to go if you intend to be successful with your business goals. When you use the right suite of automation tools for your industry, your budget and your personal preferences you set everyone up to win… you and your prospect/future client. 

What Should you Automate? 

You want to automate lead generation, customer engagement and making the offer to complete the process of moving your prospect from the outer circle to the inner circle of your tribe. I call my inner circle tribe the “Profit Posse!” You don’t have to name them, but hey, if it works for Beyonce, I say give it a try!

Marketing consists of 6 primary steps

  1. Fill the top of your funnel with qualified prospects
  2. Create deeper rapport and nurture a relationship with prospects
  3. Move the prospect through the stages of buyer readiness – (awareness, discovery, revelation, consumption, participation, purchase)
  4. Make the offer and transform prospects into buyers
  5. Retain your buyers while you deliver the product or service
  6. Inspire your buyer to remain a customer by offering additional solutions to help them

To support you with making this process an efficient and mutually fruitful experience, I polled my facebook group along with a few of the facebook groups I’m in to find out the top automation tools entrepreneurs are using. 

Below are the top automation tools folks shared with lots of cross listing among their favorites.** If you don’t see your favorite tool, drop your recommendation in the comments section. #sharingiscaring

**I didn’t list the Google suite of products in each category, but you should know that there’s tons of wonderful automation tools available through Google.

Many of these have a free basic version, but beware, you don’t get many bells and whistles at that level.

However, one of my mottos is…

“Where ever you are, work with what you got and then scale up as you get more!”

Please do your own due diligence and vet these recommendations. You want to make a selection that fits your industry, budget and personal preferences.



WordPress – WordPress is a web based software used to create small business websites or blogs. Themes are used to create custom look and feel of your site. There are several large blogs in the world, which also use WordPress as their blogging tool.

WordPress Plugins  

BlogSocial – Social Media Auto-Poster: Blog2Social shares your blog posts on social media sites.  The premium level allows you to schedule posts

Memberpress – is a WordPress membership site plugin that makes it easy to charge your users for access to content and digital products such as software and e-books. MemberPress will give you the ability to confidently create, manage and analyze membership subscriptions and digital products.

Squarespace – a web based software that uses templates to create a custom look for your site. Squarespace doesn’t offer hundreds of templates like some of its rivals (there are just over 60, compared with more than 500 from Wix), but Squarespace goes for quality over quantity.

Email Marketing

Aweber – AWeber is an email marketing service provider. Its really easy and quick to set up and they offer a 30 day free trial. To get started click here. 

Mail Chimp – MailChimp is a web-based email marketing service.

Convert Kit – ConvertKit is an email service provider that provides Infusionsoft like automation capabilities without the Infusionsoft price.

Constant Contact – Constant Contact Software. Solutions include email marketing, event marketing, social campaigns and reporting, survey management and offer management.

Get Response – GetResponse is an email marketing platform.

Active Campaign – Sales automation helps you sell more. A CRM with email and sales automation keeps all your customer data organized in one platform.

Social Media Management

Buffer – Buffer is a social media management tool to share what you want to share on Social Media to Facebook, Twitter, LinkedIn and Instagram.

Hootsuite – HootSuite is a social media management tool that allows users to schedule and post updates to any page or profile for Facebook, Twitter, LinkedIn, Google+, Instagram, WordPress, and other platforms from one place.

Planable – Planable is a cloud-based social media collaboration and approval solution that caters to media agencies, freelancers and marketing teams.

Social Bee – Social Media on Autopilot. All-in-One Tools and Services for Content Posting & Recycling, Follower Growth, Engagement, and More.

Planoly – Planoly is an end to end Instagram visual management platform.

Landing Pages

Leadpages – LeadPages is an online tool that provides “done for you” easy to use lead magnet and other landing page templates you can use to collect email subscribers and create sales pages. They also have a great free trial period. 

Click Funnels – ClickFunnels is all about building different types of marketing funnels. A funnel is basically a series of pages your visitors go through to reach a certain goal.

BuilderAll – BuilderAll is a web based internet and site builder platform you can use to build websites, responsive blogs, sales funnels (product launch, sales pages, webinar pages and membership sites), create presentations, animated videos and a lot more.

InstaPage – Instapage is a service that lets you build landing pages for your online marketing and promotion campaigns with ease. It offers features such as A/B Testing, multiple campaigns. 


Appointment Scheduling

Calendly – Calendly is a simple, easy-to-use, yet powerful scheduling software, which aims to save time, accelerate sales, and improve service quality.

Timetrade – Timetrade is an effective online appointment scheduler, which is easy-to-use and fast to deploy across enterprises.

Acuity – Acuity Scheduling is easy-to-use and user friendly scheduling solution.

Supersaas – Online appointment scheduling software for any type of business. Free basic version.

Learning/Course Management Platform

Teachable – Teachable is a learning management system. It’s an online platform for creating and teaching courses. Content creators can create an online course and upload them onTeachable. Using it you create an online classroom to serve your community.

Thinkific – Thinkific is an all-in-one online course platform that empowers anyone to quickly create and deliver stunning courses on their own branded site. Whether your goal is to educate your customers, to sell courses to earn revenue or to simply grow your brand and engage your audience, Thinkific makes it easy.

Kajabi – Kajabi is an all-in-one platform that makes it easy to create online courses, launch marketing campaigns, build landing pages, and design the perfect website.

eCommerce Software

1 shopping Cart – 1ShoppingCart is an eCommerce software that helps businesses create online stores that can handle memberships, subscriptions or recurring billing. 

Ontraport – Ontraport is a business automation software for entrepreneurs, solopreneurs and small businesses” that incorporates tools like CRM, marketing automation, ECommerce and reporting

Infusion soft – Infusion soft is sales and marketing software that’s simple to use and generates more revenue

E-Signature Software

Echosign – EchoSign is used to get contracts signed, tracked and filed.

Adobe Sign – Adobe Sign, is an e-signature service that lets you replace paper and ink signature processes with fully automated electronic signature workflows.

Sign now – SignNow is an e-signature solution known for its easy-to-use and comprehensive toolkit.


Video Communication Webinar Hosting

Zoom – Zoom Video Communications provides remote conferencing services offering video conferencing, online meetings, chat, and mobile collaboration.

WebinarJam – WebinarJam is a webinar hosting software used for online marketing. The webinar system is an innovative solution for live casting, event streaming, and webinar broadcasting.

Clickmeeting and GoTo Meeting are two others I’m aware of.

Livestream Recording and Sharing

Ecamm Live – Ecamm Live is a Mac app used to record and save live streams on most social media platform with a one-time fee and free lifetime updates.

Live Leap – Live Leap is a tool that syndicates your live feed across your facebook profiles, groups and pages as well as your other key social networks such as twitter, linked in, your email list and even your cellular device.

Graphics Creation and Photo Editing similar to Adobe

Photoscape – PhotoScape is an all-in-one graphics editing solution crafted to enable users to easily edit their photos taken from smartphones and digital cameras.

Graphics Creation with limited photo editing

Canva – Canva is a tool helps anyone create a variety of engaging content that gets shared.

Video Production App with Teleprompter

BigVU – BIGVU is a mobile app-based video production tool that allows individual and small size video developers to shoot and post videos on various platforms.

Contest Creation

Shortstak – ShortStack makes it quick and easy to build contests, giveaways and landing pages your customers will love, look amazing and work flawlessly.

Online Form Builder

Type Form – Typeform is a web based platform you can use to create anything from surveys to apps, without needing to write a single line of code.

Jot Form – JotForm is a free online form builder which helps you create online forms without writing a single line of code.

Integration Tool

Zappier – Zapier is an online automation tool that connects your favorite apps, such as Gmail, Slack, MailChimp, and over 1,000 more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.

Team Tracking  

Asana – Asana is the easiest way for teams to track their projects and tasks, so they can get results.

So there you have it. Please let me know if this list of marketing automation tools is helpful. Leave me a comment below. 

and… don’t be stingy! Hit the SHARE BUTTON and share the good-stuff-no-fluff!

P.S. here’s some tools to help you stay organized with your next profitable launch. FREE Product Launch Checklist and Product Catalogue Template CLICK HERE.