Transforming Legal Agreements into Revenue Engines: The Role of Marketing Automation
Integrating Legal Processes into Marketing Strategies
The link between legal process and marketing automation is an often overlooked but potent combination for a seamless, productive and efficient cycle of service to your consumers that’s both legally sound and business growth stimulating. In the following article, we take that idea and run with it; exploring specific touch points wherein legal documents, forms and templates are integrated into the marketing and sales process.
Once an agreement or contract is drafted, you and your legal team should share your marketing goals and make necessary changes to ensure your legal and marketing efforts align. By integrating legal processes into your marketing strategy, you keep all stakeholders on the same page, eliminating a significant source of confusion.
Where misinformation is most likely to sprout from is in the legal documents and agreements your prospects are presented with, wherein language is sometimes confusing and hard to interpret. The first step is to draft and edit a clear, succinct comprehensive shared driveway agreement template that outlines the purpose of the existence of the agreement in the first place.
But that’s only half of the challenge, once the agreement is drafted, you or your sales agents should ask your leads and prospects questions to gauge their understanding of the agreement. With that in house, you can then begin to integrate a shared driveway agreement template into your overall marketing process, allowing your lead men/women to update and streamline this process.
Once in you’ve taken the necessary steps to integrate a shared driveway agreement template into your lead management process, you’ll be able to track more manageable quantities of data to make more accurate sales projections. You’ll also be able to calculate the ROI of your marketing collateral and advertising efforts without worrying about your data being corrupted.
One major touch point for legal documents and templates are emails, and while email does not generate the same type of conversions as something like a newsletter or landing page, it’s still a vital component to any marketing campaign. Automated emails in particular are essential to ensure your leads are attending to your messaging and are easily searchable and easy to find for reference.
Another entry point for legal processes and documents are the landing pages ghostwritten by your editors. Updating these pages with links to other internal pages and resources is a smart way to templatize your legal content, allowing for easier editing and more valuable data collection through tracking analytics.
One very valuable approach for maintaining a consistent relationship between legal documents and marketing is in the use of pop ups and relatable offers that are pointed to by links in the body of your web posts.
Probably one of the most valuable tools provided by a legal team to their clientele is a comprehensive glossary of relevant industry terms. Whether your business exists in the legal industry or not, growing your understanding of legal processes is a smart move that will likely result in the discovery of hidden opportunities for increasing your efficiency and improving your bottom line.
Joe Gelata
Joe helps clients achieve maximum output from their revenue engine by leveraging best practice business processes and technology such as marketing automation, CRM, and analytics platforms. With experience in sales and marketing from an agency and client perspective Joe is well positioned to build new and streamline existing business processes, automate them, and identify further opportunities for revenue growth.