Well-Oiled Operations with Stacy Tuschl The Power of Automations: How to Save Time and Increase Efficiency in Your Marketing
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Feb 8, 2024 
Julie Chenell, marketing expert, writer, and FG Funnels co-founder who blends psychology, writing, and tech. She talks about building predictable funnels and tracking to forecast leads. They explore automations that replace repetitive outreach while preserving human connection. Conversation covers CRMs, omnichannel messaging, calendars, memberships, and choosing scalable tech.
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CRM Gives You Behavioral Heat Maps
- A CRM is central: it stores contact data plus behavioral signals like email clicks so you can segment by engagement heat.
- Julie emphasizes that CRM data powers texts, voicemail drops, and targeted messaging based on who is 'hot' or 'cold.'
Old Funnel Clicks Rescued A Lead
- Stacy described finding a customer clicking through a two-year-old funnel and having a team member call her, which led to that person registering for a current webinar.
- Without CRM and funnel tracking they wouldn't have noticed the engagement and would have lost the lead.
Use Pipelines To Personalize Follow-Up
- Use a pipeline inside your CRM to move leads through stages so you treat prospects differently by intent and prioritize hottest leads.
- Stacy points out this avoids blasting the same message to first-time visitors and repeat customers.