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Richard Patey

Newsletter Business Consulting

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I've built and sold multiple newsletter businesses.

Recent Answers

CRM software

What are good options for CRM and some basic marketing automation for our startup? Single product or multiple through Zapier/existing integrations.


Richard Patey

Newsletter Business Consulting

Hi, happy to jump on a call to advise with the setup of lead capture & nurturing through drip email sequences. Your man for advice on integrations would be Denis from Integration Agent denis@integrationagent.com

Sales

Looking for help determining ideal marketing automation -> CRM workflow.


Richard Patey

Newsletter Business Consulting

I don't think you need a CRM immediately, but you do need to implement a drip email sequence that educates, nurtures and qualifies leads based on behaviour. I'd recommend taking a look at Drip - I wrote a post on why I moved to them from Mailchimp http://www.richardpatey.com/email-marketing-automation-leaving-mailchimp-drip/

CRM software

Do you have any suggestions for CRM software that is pretty to look at and easy to use?


Richard Patey

Newsletter Business Consulting

I'd recommend checking out https://www.pipedrive.com - great drag and drop pipeline view (no affiliate or relationship with the company).

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Marketing AutomationAcquisitionsSearch Engine Optimization (SEO)Sales Funnel Optimization