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20 Effective Ways to Automate and Grow Your Business

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20 Effective Ways to Automate and Grow Your Business

There’s more scope for automation in your business than ever before. With automation, you can schedule emails to be sent at the perfect time, follow up with leads that have abandoned their cart, sync data between apps, and notify team members of new tasks.

However, these options can be overwhelming, especially if your business isn’t a huge corporation with a lot of budget and resources to throw at automation.

You might be wondering:

  • What types of automation will benefit my business the most?
  • What should I stay away from?
  • How can I easily implement these while keeping life simple?

Let’s explore the best types of business automation so you can start implementing a strategy in your own organization.

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20 Ways to Automate Your Small Business

1. Set up automated email campaigns.

When you think of automation, email marketing automation might come to mind first. It’s not only one of the most popular types of automation, it’s one of the most accessible, too.

Types of email automation:

  • Triggering emails based on actions, such as webinar sign-up confirmations or abandoned basket notifications
  • Email drip workflows that send content at set intervals
  • Delivering content or requested information after filling out a form
  • A/B testing content and automatically send the best performing version of the content
  • Personalizing each email you send
  • Segmenting groups based on data and automatically sending the right email to each group

A good way to get started with email marketing automation is to have a look at the automation capabilities that your email marketing platform already has and think about how you can use them to execute your strategy.

All popular email marketing tools have built-in automation functionality. However, if you haven’t picked an emailing tool yet, pick an option with enough automation functionalities to meet the needs of your business.

2. Create standard operating procedures (SOPs).

How many processes within your business are documented? Whether you’re a solopreneur or lead a small team, having standard operating procedures (SOPs) is critical for a healthy business. 

SOPs are detailed instructions that outline how to complete processes within your business. As your company grows, having SOPs on hand makes it so much easier to onboard new team members and delegate tasks to others. The faster team members can get up and running, the greater the impact they can have on your business. 

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3. Upload contact data to a CRM for a centralized database. 

Is your customer data hidden across various messy spreadsheets? Is it hard for your team to decipher a contact’s status, or when the last interaction with them was? If so, your business could benefit from customer database automation.

To automate your customer information, you can use a CRM as a centralized database, and sync contact data between apps to automatically make updates as soon as anything changes on a customer account. This reduces the manual work done by your team, and improves relationships with your contacts and customers.

4. Implement a lead scoring system.

Does your team have a process for determining which leads are more viable? If not, you may want to consider implementing lead scoring

With lead scoring, key attributes of leads will generate numerical values making it easier for you and your team to prioritize working with leads who are most likely to buy from your business. This saves you and your team precious time and allows you to engage with leads who are more likely to become paying customers.

5. Use a social media scheduling tool.

Any social media manager or content creator can tell you how time-consuming social media can be, especially when posting on the fly. That’s why using a social media scheduling tool is a game-changer for busy marketing teams. 

With the right social media scheduling tool, your team can create meaningful content in advance, and schedule content to automatically post to your key platforms. 

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6. Immediately respond to customer service requests.

How well your company responds to customer service inquiries can make all the difference in keeping customers happy and coming back for more. Response time and first response resolution rate are key metrics driving customer satisfaction, and it can be hard for customer service teams to meet demands while carrying out all customer service manually.

Automation is not about removing the human element from one-to-one interactions. In fact, it’s about making more time for these and providing a better experience for your customers.

You can automate notifications to let you know when it’s the right time to reach out to a customer, meaning you can engage in targeted outreach for better results. Customer satisfaction surveys can also be automated to alert you when a customer needs quick attention to reduce the risk of churn.

Your team can also leverage chatbots or knowledge bases with built-in AI that can quickly answer simple questions, or route a customer to the best support rep for their inquiry if that doesn’t fix it.

Automation enables your customer care staff to manage a higher volume of customers more effectively, without burning out or diminishing the quality of one-to-one interactions.

7. Automate SMS marketing messages. 

Increased screen time due to the COVID-19 pandemic has led to a resurgence in SMS marketing

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Your marketing team can consider adding automated SMS marketing to your company’s strategy to reconnect with leads and convert potential customers. Potential SMS marketing automation includes:

  • Meeting and event reminders
  • Restock alerts for products the contact has expressed interest in
  • Empty cart abandonment messages
  • Promotional messages for special deals and discounts

8. Review and automate your sales process.

Sales automation is about managing your sales process more effectively, reducing friction, and increasing conversion rates.

Benefits of sales automation:

  • Stay on top of a busy pipeline
  • Better calendar management
  • Identify and focus on the most sales-ready leads
  • Collect and act on data insights
  • Sync the latest data across all apps
  • Create a strong bridge with marketing
  • Pass new customers to onboarding
  • Avoid spending time on bad-fit leads

To get started with sales automation, first look at any built-in automation functionality that your CRM offers. You can then look into adopting and integrating other apps to automate more powerful workflows.

9. Automate repetitive tasks.

Are there any tasks on your team that are repetitive, must be done frequently, or require a similar skill set to complete? If so, these tasks are the ideal candidates for automation. 

Consider using a task automation tool such as Zapier or Make to take some of the work out of repetitive tasks. Let’s say your team manually sends a promotional tweet every time your company publishes a blog post.

You can set up an automation in your tool of choice that will publish a tweet with a link to your new blog post every time your company’s blog publishes a new post. 

Similar processes can be implemented to sync data across applications in your tech stack to reduce duplicative work.

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10. Outsource key tasks to experts.

When you’re first starting a business, you’re usually responsible for all the tasks and responsibilities that make that business run. While that can be good for the bottom line, it’s not good for scaling and automation.

Once you’re able to afford it, outsourcing tasks to new team members, assistants, and specialists can really help your business go to the next level. 

Let’s say you’re a small business owner who has handled all of your own email marketing while juggling various other duties. Unless you are an expert email marketer, you may not be giving this area the attention it deserves and the quality may suffer. 

When hiring a contract email marketing expert, they can set up the necessary workflows and funnels that can help your email marketing run on autopilot, potentially resulting in more sales. 

Go through the tasks you’re currently doing for your business and look for areas you can outsource to someone else to save you time and drive better results. 

11. Implement a task management system.

Are your to-do lists on random post-its and scribbled on miscellaneous notebook pages? 

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Do you give your team tasks in passing and don’t follow up with them until it’s supposed to be due?

Do you and your team have a hard time tracking who does what?

If so, it’s time to implement a task management system with automation. Using task management software such as Asana, ClickUp, or Trello can help you and your team stay organized and accountable. With a task management tool in place, your team knows exactly where to look for their next action item and when it’s due. You’re also able to see their progress so you can support them if they get off track.

Automation can help take your task management system to the next level. You can use Zapier to turn line items from a spreadsheet into a task in your tool of choice, or automatically create tasks from Slack messages.

I use Asana to manage tasks, and love using the Gmail integration to turn emails into tasks with the click of a button.  

With solid task management and automation in place, you and your team will save time hunting down tasks and will have more time to actually complete them. 

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12. Use drop shipping to automate fulfillment for e-commerce businesses.

Running an e-commerce business can be a lot of work. Between tracking inventory and managing fulfillment, a lot has to happen behind the scenes to get products to your customers. 

If you don’t want to manage inventory, consider drop shipping. With dropshipping, you can work directly with a supplier who will fulfill and ship your orders so you can focus on other areas of your business without worrying about the risks and logistics of having all of your inventory on hand.

13. Centralize your internal communication efforts.

Automating your communication processes is about streamlining and clarifying human-to-human interactions. As a business owner, these automations can free up your time to look after your team and support their growth.

Types of communication automation:

  • Automate team reminders to prep for meetings
  • Automatically follow up on tasks after set intervals
  • Sharing onboarding materials with new hires
  • Collecting daily feedback on wins and blockers
  • Self-reviews and performance tracking
  • Reporting dashboards
  • Syncing data with meeting slides

Gmail, Slack, and Asana are tools you might already be using that also offer great automation functionality to make communicating with your team easier.

14. Streamline your accounting and expense system.

Managing small business finances is a job of its own. If you’re still managing this yourself, consider using an accounting and expense system with automation capabilities. 

A tool such as QuickBooks Online can be helpful for tracking your business financials. You can even connect this tool directly to your CRM so your records can accurately reflect which contacts have purchased from you. 

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Having an accounting and expense system in place can also help with receipt management by automatically categorizing receipts that come to your inbox to corresponding charges on your financial statements.

15. Use trigger/action workflows to publish data between apps. 

Do the platforms within your tech stack talk to one another? Using automation to share data between apps can save you hours of manual entry. 

Let’s say you have a potential customer fill out a Typeform survey to learn more about what they’re looking for in a product. Instead of manually creating a new contact entry in your CRM, you can set up a workflow that creates a new contact in your CRM any time you receive a response to that specific Typeform survey. 

You can use a trigger/action workflow to connect various tools and cut down on administrative work.

16. Automate your onboarding processes.

Onboarding tasks are perfect for automation because they are repetitive. After all, many new employees in an organization will undergo the same training and need similar reminders. 

Examples of ways you can automate your onboarding process include:

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  • Automatically generating and sending legal and compliance forms for new employees to sign electronically.
  • Having accounts and access to key tools and systems automatically created.
  • Sync employee data across necessary systems to reduce manual entry.

By automating as much of the back-end process of onboarding as possible, you’re creating less busy work for your HR team and creating a smoother experience for new employees.

17. Enlist a tool to make scheduling meetings easier.

There are few things more frustrating than a back-and-forth email chain to determine a meeting time. Optimize this process by using a meeting scheduling tool such as the HubSpot Meeting Scheduler or Calendly that automatically syncs with your calendar, and allows contacts to schedule time to meet with you when you’re available.

These tools can also integrate directly with your CRM so your contact list is always up-to-date with your latest interactions.

18. Email contacts who abandoned their shopping carts.

Most people who use the internet have abandoned an online shopping cart or two. Whether they get distracted when placing an order, have second thoughts after they see shipping prices, or want to spend a little more time thinking about their purchase before pressing “buy” there are various reasons customers may abandon an online shopping cart.

To help your business convert these shoppers, you can use email automation to send a message to contacts who still have items left in their carts after a certain period of time. With 50% of users who click through abandoned cart emails coming back for their purchase, it’s a worthwhile automation to try.

19. Use a password manager to share and secure login credentials across your team. 

Chances are your team uses a wide variety of tools to run your business. To keep your company’s information more secure and to make your tech stack accessible to team members who need it, consider implementing a password manager to maintain and easily share login information. 

Tools such as LastPass allow users to generate and store secure passwords and can be used for individuals, small teams, and enterprises. 

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20. Leverage AI and machine learning tools. 

Artificial intelligence (AI) is expected to unlock $2.6 trillion in value for businesses in the coming years. As a business owner, there are many ways you can leverage AI to streamline and automate your operations. 

For example, AI tools can help streamline data management and reporting, saving your team precious time and helping you gain access to valuable data. 

If you have a marketing team that creates a large volume of content, AI tools such as Jasper can greatly reduce the time marketers spend creating content through its outlining, research, and editing capabilities.

Automation is a long-term strategy: it’s not about trying to change everything at once or creating processes that are overly complex for the stage your business is at.

Take a look at where your business is now. Where are the blockers, manual tasks, and inefficiencies?

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Ask yourself how can you start automating these areas to free up your focus for the areas where you have the most impact.

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Effective Communication in Business as a Crisis Management Strategy

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Effective Communication in Business as a Crisis Management Strategy

Everyday business life is full of challenges. These include data breaches, product recalls, market downturns and public relations conflicts that can erupt at any moment. Such situations pose a significant threat to a company’s financial health, brand image, or even its further existence. However, only 49% of businesses in the US have a crisis communications plan. It is a big mistake, as such a strategy can build trust, minimize damage, and even strengthen the company after it survives the crisis. Let’s discover how communication can transform your crisis and weather the chaos.

The ruining impact of the crisis on business

A crisis can ruin a company. Naturally, it brings losses. But the actual consequences are far worse than lost profits. It is about people behind the business – they feel the weight of uncertainty and fear. Employees start worrying about their jobs, customers might lose faith in the brand they once trusted, and investors could start looking elsewhere. It can affect the brand image and everything you build from the branding, business logo, social media can be ruined. Even after the crisis recovery, the company’s reputation can suffer, and costly efforts might be needed to rebuild trust and regain momentum. So, any sign of a coming crisis should be immediately addressed. Communication is one of the crisis management strategies that can exacerbate the situation.  

The power of effective communication

Even a short-term crisis may have irreversible consequences – a damaged reputation, high employee turnover, and loss of investors. Communication becomes a tool that can efficiently navigate many crisis-caused challenges:

  • Improved trust. Crisis is a synonym for uncertainty. Leaders may communicate trust within the company when the situation gets out of control. Employees feel valued when they get clear responses. The same applies to the customers – they also appreciate transparency and are more likely to continue cooperation when they understand what’s happening. In these times, documenting these moments through event photographers can visually reinforce the company’s messages and enhance trust by showing real, transparent actions.
  • Reputation protection. Crises immediately spiral into gossip and PR nightmares. However, effective communication allows you to proactively address concerns and disseminate true information through the right channels. It minimizes speculation and negative media coverage.
  • Saved business relationships. A crisis can cause unbelievable damage to relationships with employees, customers, and investors. Transparent communication shows the company’s efforts to find solutions and keeps stakeholders informed and engaged, preventing misunderstandings and painful outcomes.
  • Faster recovery. With the help of communication, the company is more likely to receive support and cooperation. This collaborative approach allows you to focus on solutions and resume normal operations as quickly as possible.

It is impossible to predict when a crisis will come. So, a crisis management strategy mitigates potential problems long before they arise.

Tips on crafting an effective crisis communication plan.

To effectively deal with unforeseen critical situations in business, you must have a clear-cut communication action plan. This involves things like messages, FAQs, media posts, and awareness of everyone in the company. This approach saves precious time when the crisis actually hits. It allows you to focus on solving the problem instead of intensifying uncertainty and panic. Here is a step-by-step guide.  

Identify your crisis scenarios.

Being caught off guard is the worst thing. So, do not let it happen. Conduct a risk assessment to pinpoint potential crises specific to your business niche. Consider both internal and external factors that could disrupt normal operations or damage the online reputation of your company. Study industry-specific issues, past incidents, and current trends. How will you communicate in each situation? Knowing your risks helps you prepare targeted communication strategies in advance. Of course, it is impossible to create a perfectly polished strategy, but at least you will build a strong foundation for it.

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Form a crisis response team.

The next step is assembling a core team. It will manage communication during a crisis and should include top executives like the CEO, CFO, and CMO, and representatives from key departments like public relations and marketing. Select a confident spokesperson who will be the face of your company during the crisis. Define roles and responsibilities for each team member and establish communication channels they will work with, such as email, telephone, and live chat. Remember, everyone in your crisis response team must be media-savvy and know how to deliver difficult messages to the stakeholders.

Prepare communication templates.

When a crisis hits, things happen fast. That means communication needs to be quick, too. That’s why it is wise to have ready-to-go messages prepared for different types of crises your company may face. These messages can be adjusted to a particular situation when needed and shared on the company’s social media, website, and other platforms right away. These templates should include frequently asked questions and outline the company’s general responses. Make sure to approve these messages with your legal team for accuracy and compliance.

Establish communication protocols.

A crisis is always chaotic, so clear communication protocols are a must-have. Define trigger points – specific events that would launch the crisis communication plan. Establish a clear hierarchy for messages to avoid conflicting information. Determine the most suitable forms and channels, like press releases or social media, to reach different audiences. Here is an example of how you can structure a communication protocol:

  • Immediate alert. A company crisis response team is notified about a problem.  
  • Internal briefing.  The crisis team discusses the situation and decides on the next steps.  
  • External communication. A spokesperson reaches the media, customers, and suppliers.
  • Social media updates. A trained social media team outlines the situation to the company audience and monitors these channels for misinformation or negative comments.
  • Stakeholder notification. The crisis team reaches out to customers and partners to inform them of the incident and its risks. They also provide details on the company’s response efforts and measures.
  • Ongoing updates. Regular updates guarantee transparency and trust and let stakeholders see the crisis development and its recovery.

Practice and improve.

Do not wait for the real crisis to test your plan. Conduct regular crisis communication drills to allow your team to use theoretical protocols in practice. Simulate different crisis scenarios and see how your people respond to these. It will immediately demonstrate the strong and weak points of your strategy. Remember, your crisis communication plan is not a static document. New technologies and evolving media platforms necessitate regular adjustments. So, you must continuously review and update it to reflect changes in your business and industry.

Wrapping up

The ability to handle communication well during tough times gives companies a chance to really connect with the people who matter most—stakeholders. And that connection is a foundation for long-term success. Trust is key, and it grows when companies speak honestly, openly, and clearly. When customers and investors trust the company, they are more likely to stay with it and even support it. So, when a crisis hits, smart communication not only helps overcome it but also allows you to do it with minimal losses to your reputation and profits.

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Should Your Brand Shout Its AI and Marketing Plan to the World?

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Should Your Brand Shout Its AI and Marketing Plan to the World?

To use AI or not to use AI, that is the question.

Let’s hope things work out better for you than they did for Shakespeare’s mad Danish prince with daddy issues.

But let’s add a twist to that existential question.

CMI’s chief strategy officer, Robert Rose, shares what marketers should really contemplate. Watch the video or read on to discover what he says:

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Should you not use AI and be proud of not using it? Dove Beauty did that last week.

Should you use it but keep it a secret? Sports Illustrated did that last year.

Should you use AI and be vocal about using it? Agency giant Brandtech Group picked up the all-in vibe.

Should you not use it but tell everybody you are? The new term “AI washing” is hitting everywhere.

What’s the best option? Let’s explore.

Dove tells all it won’t use AI

Last week, Dove, the beauty brand celebrating 20 years of its Campaign for Real Beauty, pledged it would NEVER use AI in visual communication to portray real people.

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In the announcement, they said they will create “Real Beauty Prompt Guidelines” that people can use to create images representing all types of physical beauty through popular generative AI programs. The prompt they picked for the launch video? “The most beautiful woman in the world, according to Dove.”

I applaud them for the powerful ad. But I’m perplexed by Dove issuing a statement saying it won’t use AI for images of real beauty and then sharing a branded prompt for doing exactly that. Isn’t it like me saying, “Don’t think of a parrot eating pizza. Don’t think about a parrot eating pizza,” and you can’t help but think about a parrot eating pizza right now?

Brandtech Group says it’s all in on AI

Now, Brandtech Group, a conglomerate ad agency, is going the other way. It’s going all-in on AI and telling everybody.

This week, Ad Age featured a press release — oops, I mean an article (subscription required) — with the details of how Brandtech is leaning into the takeaway from OpenAI’s Sam Altman, who says 95% of marketing work today can be done by AI.

A Brandtech representative talked about how they pitch big brands with two people instead of 20. They boast about how proud they are that its lean 7,000 staffers compete with 100,000-person teams. (To be clear, showing up to a pitch with 20 people has never been a good thing, but I digress.)

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OK, that’s a differentiated approach. They’re all in. Ad Age certainly seemed to like it enough to promote it. Oops, I mean report about it.

False claims of using AI and not using AI

Offshoots of the all-in and never-will approaches also exist.

The term “AI washing” is de rigueur to describe companies claiming to use AI for something that really isn’t AI.  The US Securities and Exchange Commission just fined two companies for using misleading statements about their use of AI in their business model. I know one startup technology organization faced so much pressure from their board and investors to “do something with AI” that they put a simple chatbot on their website — a glorified search engine — while they figured out what they wanted to do.

Lastly and perhaps most interestingly, companies have and will use AI for much of what they create but remain quiet about it or desire to keep it a secret. A recent notable example is the deepfake ad of a woman in a car professing the need for people to use a particular body wipe to get rid of body odor. It was purported to be real, but sharp-eyed viewers suspected the fake and called out the company, which then admitted it. Or was that the brand’s intent all along — the AI-use outrage would bring more attention?

To yell or not to yell about your brand’s AI decision

Should a brand yell from a mountaintop that they use AI to differentiate themselves a la Brandtech? Or should a brand yell they’re never going to use AI to differentiate themselves a la Dove? Or should a brand use it and not yell anything? (I think it’s clear that a brand should not use AI and lie and say it is. That’s the worst of all choices.)

I lean far into not-yelling-from-mountaintop camp.

When I see a CEO proudly exclaim that they laid off 90% of their support workforce because of AI, I’m not surprised a little later when the value of their service is reduced, and the business is failing.

I’m not surprised when I hear “AI made us do it” to rationalize the latest big tech company latest rounds of layoffs. Or when a big consulting firm announces it’s going all-in on using AI to replace its creative and strategic resources.

I see all those things as desperate attempts for short-term attention or a distraction from the real challenge. They may get responses like, “Of course, you had to lay all those people off; AI is so disruptive,” or “Amazing. You’re so out in front of the rest of the pack by leveraging AI to create efficiency, let me cover your story.” Perhaps they get this response, “Your company deserves a bump in stock price because you’re already using this fancy new technology.”

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But what happens if the AI doesn’t deliver as promoted? What happens the next time you need to lay off people? What happens the next time you need to prove your technologically forward-leaning?

Yelling out that you’re all in on a disruptive innovation, especially one the public doesn’t yet trust a lot is (at best) a business sugar high. That short-term burst of attention may or may not foul your long-term brand value.

Interestingly, the same scenarios can manifest when your brand proclaims loudly it is all out of AI, as Dove did. The sugar high may not last and now Dove has itself into a messaging box. One slip could cause distrust among its customers. And what if AI gets good at demonstrating diversity in beauty?

I tried Dove’s instructions and prompted ChatGPT for a picture of “the most beautiful woman in the world according to the Dove Real Beauty ad.”

It gave me this. Then this. And this. And finally, this.

She’s absolutely beautiful, but she doesn’t capture the many facets of diversity Dove has demonstrated in its Real Beauty campaigns. To be clear, Dove doesn’t have any control over generating the image. Maybe the prompt worked well for Dove, but it didn’t for me. Neither Dove nor you can know how the AI tool will behave.

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To use AI or not to use AI?

When brands grab a microphone to answer that question, they work from an existential fear about the disruption’s meaning. They do not exhibit the confidence in their actions to deal with it.

Let’s return to Hamlet’s soliloquy:

Thus conscience doth make cowards of us all;

And thus the native hue of resolution

Is sicklied o’er with the pale cast of thought,

And enterprises of great pith and moment

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With this regard their currents turn awry

And lose the name of action.

In other words, Hamlet says everybody is afraid to take real action because they fear the unknown outcome. You could act to mitigate or solve some challenges, but you don’t because you don’t trust yourself.

If I’m a brand marketer for any business (and I am), I’m going to take action on AI for my business. But until I see how I’m going to generate value with AI, I’m going to be circumspect about yelling or proselytizing how my business’ future is better.

Want more content marketing tips, insights, and examples? Subscribe to workday or weekly emails from CMI.

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Cover image by Joseph Kalinowski/Content Marketing Institute

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How to Use AI For a More Effective Social Media Strategy, According to Ross Simmonds

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How to Use AI For a More Effective Social Media Strategy, According to Ross Simmonds

Welcome to Creator Columns, where we bring expert HubSpot Creator voices to the Blogs that inspire and help you grow better.

It’s the age of AI, and our job as marketers is to keep up.

My team at Foundation Marketing recently conducted an AI Marketing study surveying hundreds of marketers, and more than 84% of all leaders, managers, SEO experts, and specialists confirmed that they used AI in the workplace.

AI in the workplace data graphic, Foundation Labs

If you can overlook the fear-inducing headlines, this technology is making social media marketers more efficient and effective than ever. Translation: AI is good news for social media marketers.

Download Now: The 2024 State of Social Media Trends [Free Report]

In fact, I predict that the marketers not using AI in their workplace will be using it before the end of this year, and that number will move closer and closer to 100%.

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Social media and AI are two of the most revolutionizing technologies of the last few decades. Social media has changed the way we live, and AI is changing the way we work.

So, I’m going to condense and share the data, research, tools, and strategies that the Foundation Marketing Team and I have been working on over the last year to help you better wield the collective power of AI and social media.

Let’s jump into it.

What’s the role of AI in social marketing strategy?

In a recent episode of my podcast, Create Like The Greats, we dove into some fascinating findings about the impact of AI on marketers and social media professionals. Take a listen here:

Let’s dive a bit deeper into the benefits of this technology:

Benefits of AI in Social Media Strategy

AI is to social media what a conductor is to an orchestra — it brings everything together with precision and purpose. The applications of AI in a social media strategy are vast, but the virtuosos are few who can wield its potential to its fullest.

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AI to Conduct Customer Research

Imagine you’re a modern-day Indiana Jones, not dodging boulders or battling snakes, but rather navigating the vast, wild terrain of consumer preferences, trends, and feedback.

This is where AI thrives.

Using social media data, from posts on X to comments and shares, AI can take this information and turn it into insights surrounding your business and industry. Let’s say for example you’re a business that has 2,000 customer reviews on Google, Yelp, or a software review site like Capterra.

Leveraging AI you can now have all 2,000 of these customer reviews analyzed and summarized into an insightful report in a matter of minutes. You simply need to download all of them into a doc and then upload them to your favorite Generative Pre-trained Transformer (GPT) to get the insights and data you need.

But that’s not all.

You can become a Prompt Engineer and write ChatGPT asking it to help you better understand your audience. For example, if you’re trying to come up with a persona for people who enjoy marathons but also love kombucha you could write a prompt like this to ChatGPT:

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ChatGPT prompt example

The response that ChatGPT provided back is quite good:

GPT response example

Below this it went even deeper by including a lot of valuable customer research data:

  • Demographics
  • Psychographics
  • Consumer behaviors
  • Needs and preferences

And best of all…

It also included marketing recommendations.

The power of AI is unbelievable.

Social Media Content Using AI

AI’s helping hand can be unburdening for the creative spirit.

Instead of marketers having to come up with new copy every single month for posts, AI Social Caption generators are making it easier than ever to craft catchy status updates in the matter of seconds.

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Tools like HubSpot make it as easy as clicking a button and telling the AI tool what you’re looking to create a post about:

AI social media caption generator step 1

The best part of these AI tools is that they’re not limited to one channel.

Your AI social media content assistant can help you with LinkedIn content, X content, Facebook content, and even the captions that support your post on Instagram.

It can also help you navigate hashtags:

AI social media hashtags generator example, HubSpot

With AI social media tools that generate content ideas or even write posts, it’s not about robots replacing humans. It’s about making sure that the human creators on your team are focused on what really matters — adding that irreplaceable human touch.

Enhanced Personalization

You know that feeling when a brand gets you, like, really gets you?

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AI makes that possible through targeted content that’s tailored with a level of personalization you’d think was fortune-telling if the data didn’t paint a starker, more rational picture.

What do I mean?

Brands can engage more quickly with AI than ever before. In the early 2000s, a lot of brands spent millions of dollars to create social media listening rooms where they would hire social media managers to find and engage with any conversation happening online.

Thanks to AI, brands now have the ability to do this at scale with much fewer people all while still delivering quality engagement with the recipient.

Analytics and Insights

Tapping into AI to dissect the data gives you a CSI-like precision to figure out what works, what doesn’t, and what makes your audience tick. It’s the difference between guessing and knowing.

The best part about AI is that it can give you almost any expert at your fingertips.

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If you run a report surrounding the results of your social media content strategy directly from a site like LinkedIn, AI can review the top posts you’ve shared and give you clear feedback on what type of content is performing, why you should create more of it, and what days of the week your content is performing best.

This type of insight that would typically take hours to understand.

Now …

Thanks to the power of AI you can upload a spreadsheet filled with rows and columns of data just to be met with a handful of valuable insights a few minutes later.

Improved Customer Service

Want 24/7 support for your customers?

It’s now possible without human touch.

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Chatbots powered by AI are taking the lead on direct messaging experiences for brands on Facebook and other Meta properties to offer round-the-clock assistance.

The fact that AI can be trained on past customer queries and data to inform future queries and problems is a powerful development for social media managers.

Advertising on Social Media with AI

The majority of ad networks have used some variation of AI to manage their bidding system for years. Now, thanks to AI and its ability to be incorporated in more tools, brands are now able to use AI to create better and more interesting ad campaigns than ever before.

Brands can use AI to create images using tools like Midjourney and DALL-E in seconds.

Brands can use AI to create better copy for their social media ads.

Brands can use AI tools to support their bidding strategies.

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The power of AI and social media is continuing to evolve daily and it’s not exclusively found in the organic side of the coin. Paid media on social media is being shaken up due to AI just the same.

How to Implement AI into Your Social Media Strategy

Ready to hit “Go” on your AI-powered social media revolution?

Don’t just start the engine and hope for the best. Remember the importance of building a strategy first. In this video, you can learn some of the most important factors ranging from (but not limited to) SMART goals and leveraging influencers in your day-to-day work:

The following seven steps are crucial to building a social media strategy:

  1. Identify Your AI and Social Media Goals
  2. Validate Your AI-Related Assumptions
  3. Conduct Persona and Audience Research
  4. Select the Right Social Channels
  5. Identify Key Metrics and KPIs
  6. Choose the Right AI Tools
  7. Evaluate and Refine Your Social Media and AI Strategy

Keep reading, roll up your sleeves, and follow this roadmap:

1. Identify Your AI and Social Media Goals

If you’re just dipping your toes into the AI sea, start by defining clear objectives.

Is it to boost engagement? Streamline your content creation? Or simply understand your audience better? It’s important that you spend time understanding what you want to achieve.

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For example, say you’re a content marketing agency like Foundation and you’re trying to increase your presence on LinkedIn. The specificity of this goal will help you understand the initiatives you want to achieve and determine which AI tools could help you make that happen.

Are there AI tools that will help you create content more efficiently? Are there AI tools that will help you optimize LinkedIn Ads? Are there AI tools that can help with content repurposing? All of these things are possible and having a goal clearly identified will help maximize the impact. Learn more in this Foundation Marketing piece on incorporating AI into your content workflow.

Once you have identified your goals, it’s time to get your team on board and assess what tools are available in the market.

Recommended Resources:

2. Validate Your AI-Related Assumptions

Assumptions are dangerous — especially when it comes to implementing new tech.

Don’t assume AI is going to fix all your problems.

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Instead, start with small experiments and track their progress carefully.

3. Conduct Persona and Audience Research

Social media isn’t something that you can just jump into.

You need to understand your audience and ideal customers. AI can help with this, but you’ll need to be familiar with best practices. If you need a primer, this will help:

Once you understand the basics, consider ways in which AI can augment your approach.

4. Select the Right Social Channels

Not every social media channel is the same.

It’s important that you understand what channel is right for you and embrace it.

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The way you use AI for X is going to be different from the way you use AI for LinkedIn. On X, you might use AI to help you develop a long-form thread that is filled with facts and figures. On LinkedIn however, you might use AI to repurpose a blog post and turn it into a carousel PDF. The content that works on X and that AI can facilitate creating is different from the content that you can create and use on LinkedIn.

The audiences are different.

The content formats are different.

So operate and create a plan accordingly.

Recommended Tools and Resources:

5. Identify Key Metrics and KPIs

What metrics are you trying to influence the most?

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Spend time understanding the social media metrics that matter to your business and make sure that they’re prioritized as you think about the ways in which you use AI.

These are a few that matter most:

  • Reach: Post reach signifies the count of unique users who viewed your post. How much of your content truly makes its way to users’ feeds?
  • Clicks: This refers to the number of clicks on your content or account. Monitoring clicks per campaign is crucial for grasping what sparks curiosity or motivates people to make a purchase.
  • Engagement: The total social interactions divided by the number of impressions. This metric reveals how effectively your audience perceives you and their readiness to engage.

Of course, it’s going to depend greatly on your business.

But with this information, you can ensure that your AI social media strategy is rooted in goals.

6. Choose the Right AI Tools

The AI landscape is filled with trash and treasure.

Pick AI tools that are most likely to align with your needs and your level of tech-savviness.

For example, if you’re a blogger creating content about pizza recipes, you can use HubSpot’s AI social caption generator to write the message on your behalf:

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AI social media generator example

The benefit of an AI tool like HubSpot and the caption generator is that what at one point took 30-40 minutes to come up with — you can now have it at your fingertips in seconds. The HubSpot AI caption generator is trained on tons of data around social media content and makes it easy for you to get inspiration or final drafts on what can be used to create great content.

Consider your budget, the learning curve, and what kind of support the tool offers.

7. Evaluate and Refine Your Social Media and AI Strategy

AI isn’t a magic wand; it’s a set of complex tools and technology.

You need to be willing to pivot as things come to fruition.

If you notice that a certain activity is falling flat, consider how AI can support that process.

Did you notice that your engagement isn’t where you want it to be? Consider using an AI tool to assist with crafting more engaging social media posts.

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Make AI Work for You — Now and in the Future

AI has the power to revolutionize your social media strategy in ways you may have never thought possible. With its ability to conduct customer research, create personalized content, and so much more, thinking about the future of social media is fascinating.

We’re going through one of the most interesting times in history.

Stay equipped to ride the way of AI and ensure that you’re embracing the best practices outlined in this piece to get the most out of the technology.

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