Your Presenter

Alex Vasquez
Digital Strategy Consultant & Agency Head, DigiSavvy
WordPress & marketing automation specialist
hey.digisavvy.com

Why Automate?

• You're wearing every hat in your business
• Repetitive tasks eat up hours you don't have
• Customers expect fast, consistent responses
• Automation lets you do more with less

What We'll Cover

1. Email Marketing — Stay in touch automatically
2. CRM — Never lose track of a lead
3. Scheduling — Stop the back-and-forth
4. Workflow Automation — Connect your tools
5. AI-Powered Tools — Your new assistant

Email Marketing — What It Does

Send the right message to the right person at the right time — automatically.

• Welcome emails when someone signs up
• Follow-up sequences after a purchase
• Monthly newsletters on autopilot
• Birthday or anniversary messages

Email Marketing — Tools to Try

Start here: Set up a welcome email for new subscribers. Takes 30 minutes.

CRM — What It Does

A Customer Relationship Manager keeps all your contacts, conversations, and deals in one place.

• See every interaction with a customer at a glance
• Get reminders to follow up
• Track where leads are in your sales process
• Stop relying on sticky notes and memory

CRM — Tools to Try

Start here: Import your contacts and set up follow-up reminders. Takes an afternoon.

Scheduling — What It Does

Let clients book time with you directly — no back-and-forth emails.

• Share a link, they pick a time that works
• Sends automatic confirmations and reminders
• Syncs with your calendar so no double-booking
• Reduces no-shows with reminder emails/texts

Scheduling — Tools to Try

Start here: Set up one booking link and add it to your email signature. Takes 15 minutes.

Workflow Automation — What It Does

Connect apps so they work together automatically — no coding required.

Examples:

• New form submission ➜ add to CRM ➜ send welcome email
• New order ➜ update spreadsheet ➜ notify your team
• Social media mention ➜ send you a Slack/text alert

Workflow Automation — Tools to Try

n8n self-hosted is fully functional but single-user only. More technical to set up.

Start here: Connect your form tool to your email list. Takes 20 minutes.

AI Tools — What They Do

Use AI to handle tasks that used to require you or a hire.

• Draft emails, social posts, and blog content
• Summarize long documents or meeting notes
• Answer common customer questions (chatbots)
• Generate ideas and brainstorm strategies

AI Tools — To Try

Start here: Feed it your website content or past posts. Have it analyze your voice and tone, then suggest your next 5 social media topics. Takes 10 minutes.

Quick Recap

Where to Start

Don't try all 5 at once. Pick one that solves your biggest pain point.

1. Drowning in follow-ups? → Start with email marketing
2. Losing track of leads? → Start with a CRM
3. Too many scheduling emails? → Set up Calendly
4. Doing the same task over and over? → Try Zapier
5. Need help with content? → Open ChatGPT or Claude

Keep Learning with SCORE LA

March 18 — Fix My Marketing: Live!
Get real-time feedback on your marketing strategy
score.org/losangeles

March 25 — Is Your Site Accessible?
Make sure your website works for everyone (and reduces legal risk)
score.org/losangeles

Both free. Both worth your time.

Questions?

Alex Vasquez
hey.digisavvy.com