Our founder, Paul Sokol, took 17+ years of customer journey automation experience and distilled it into a tight 8-page chapter packed with raw theory and application for CRM segmentation design. This is not platform fluff or vendor hype. This chapter is foundational thinking that applies no matter what CRM you use.
Whether you’re using Keap, HubSpot, ActiveCampaign, or a home-brewed stack, the active & passive segmentation ideas in this chapter will help you build tagging that’s scalable, stable, and actually works. If you’ve ever struggled to get your lists to “work right” or felt like your CRM is duct-taped together, this chapter will feel like a blueprint from the future.
The fundamental truth is: your ability to segment your CRM database is your competitive advantage. Most businesses slap together some labels and call it “segmentation”. But! When you focus relentlessly on how your database can be sliced and diced—from first click to fulfilled promise—you create something magnetic.
At the end of the day, your CRM segmentation is what will separate you from your competition. When you focus relentlessly, and tenaciously, on HOW to separate out the customer database, your business can move faster than your competition. Automation is all about relationships-at-scale. This is something your competition can never steal from you. No more than someone else can steal the relationship & fun experiences you have had with your best friend.
This content is a supplement to Dan Kennedy’s “No B.S. Guide to Successful Marketing Automation“.
For a more pragmatic approach to CRM modeling, Paul’s original “Infusionsoft Cookbook” contains a plethora of automation models and copywriting examples that you can swipe to use in your own business, regardless of whatever Tool you use. Buy the “Infusionsoft Cookbook” here.
If you would like to explore more about the art & philosophy of CRMs, we recommend you watch the first season of Redefining The Customer Journey. To see more automation model examples, we recommend you watch the first season of Campaign Spelunking.
To work with Paul Sokol and the Be Pro team, click here to explore our Service offerings.