//Marketing Automation — Ocala FL
YOUR MARKETING WORKING
WHILE YOU RUN YOUR BUSINESS.
Simply IT designs and builds the automated lead nurturing sequences, CRM workflows, and sales pipeline automation that let your marketing run around the clock — capturing, qualifying, and following up with every lead while you focus on running your business.
Serving businesses across Ocala, The Villages, Gainesville, and Daytona Beach.
Serving businesses across Ocala, The Villages, Gainesville, and Daytona Beach.
// Why Automate
STOP DOING MANUALLY WHAT
AUTOMATION CAN DO BETTER.
The average new lead waits 47 hours for a reply — long after they have already moved on to a competitor who answered first. Manual follow-up means dropped leads, missed appointments, forgotten review requests, and revenue that quietly slips through the cracks because no one had time to chase it.
Marketing automation fixes this not by replacing the human touch but by handling the repetitive, time-sensitive work that humans do worst — instant lead acknowledgment, multi-step nurture sequences, appointment reminders, post-service follow-ups, and review requests. When prospects arrive, they get an immediate, personal-feeling response. When clients leave, they hear from you again at exactly the right moment.
Simply IT designs the workflows, configures the CRM and email platform, integrates everything with your existing tools, and monitors performance — so the system actually runs the way it was designed and continues to improve over time.
77%
Higher conversion rates from businesses using marketing automation
14.5%
Average increase in sales productivity from automation
12%
Reduction in marketing overhead through automated workflows
24/7
Lead capture and follow-up — even when your office is closed
// What's Included
EVERY AUTOMATION ENGAGEMENT INCLUDES STRATEGY, BUILD, AND OPTIMIZATION.
Lead Nurturing Workflows
Automated email sequences that respond instantly to new leads, deliver value over days and weeks, and move prospects from initial inquiry toward sales-ready conversation — without you lifting a finger.
CRM Setup & Integration
We configure your CRM (HubSpot, Zoho, Pipedrive, Microsoft Dynamics, or others), connect it to your website forms, calendar, and email — so every lead is captured, tagged, and routed automatically.
Email Workflow Automation
Welcome series, post-purchase follow-ups, re-engagement campaigns, appointment reminders, and review request sequences — triggered by behavior or schedule, not manual sending.
Sales Pipeline Automation
Lead scoring, stage transitions, task creation, and internal notifications happen automatically — so your sales team focuses on conversations, not data entry.
Behavior-Triggered Campaigns
Campaigns that fire based on what prospects actually do — page visits, downloads, email clicks, form submissions — so the right message reaches the right person at the right moment.
Reporting & Attribution
Dashboards showing where your leads come from, how they move through the funnel, and which sequences and channels actually generate revenue — not just opens and clicks.
// The Difference
MANUAL MARKETING vs. SIMPLY IT AUTOMATION.
| Category | Manual Marketing Process | Simply IT Automation |
|---|---|---|
| Lead Response Time | Hours or days — if at all | Seconds — automated acknowledgment within 60 seconds |
| Lead Nurturing | One-off email when someone remembers | Multi-step sequences triggered by real prospect behavior |
| CRM Data Entry | Manual entry — often skipped under pressure | Automatic capture, tagging, and routing from every channel |
| Appointment Reminders | Hand-typed by staff, frequently forgotten | Automatic SMS and email reminders 24 hours and 1 hour out |
| Review Requests | Asked occasionally when staff remembers | Triggered automatically after every completed appointment |
| Reporting | Spreadsheets and guesswork | Real-time dashboards with full attribution and conversion data |
“Automation isn't about replacing the human touch — it's about making sure the human touch shows up consistently, every single time, even when your team is busy running the business.”
// Steve Condit · Founder, Simply IT
// Automation by Industry
AUTOMATION THAT FITS
YOUR SPECIFIC BUSINESS.
Medical & Dental Practices
New patient welcome sequence
Appointment reminder workflows
Post-visit satisfaction follow-up
Review request automation
Reactivation campaigns for lapsed patients
Non-clinical marketing only — HIPAA guidance provided
Law Firms
New inquiry acknowledgment sequence
Consultation follow-up workflows
Practice area nurture sequences
Client onboarding automation
Referral source relationship management
ABA-compliant marketing communications
Accounting & CPA Firms
Tax season reminder campaigns
New client welcome sequence
Year-round touchpoint automation
Referral request workflows
Service expansion campaigns
Seasonal workflow optimization
Construction & Trades
Estimate follow-up sequences
Project milestone communications
Post-project review requests
Seasonal service campaigns
Referral incentive workflows
Integrated with quote management
Professional Services
Lead qualification sequences
Proposal follow-up automation
Client onboarding workflows
Renewal reminder campaigns
Cross-sell and upsell sequences
Full CRM pipeline integration
Nonprofits
Donor welcome and onboarding
Recurring giving campaigns
Volunteer recruitment workflows
Event registration sequences
Grant donor stewardship
Microsoft nonprofit platform eligible
// Our Process
OUR MARKETING AUTOMATION PROCESS
01
Discovery & Audit
Map your current sales and marketing process — every form, every email, every handoff — so we know what to automate and what to leave alone.
02
CRM & Tool Selection
Recommend or configure the right CRM and automation platform for your business size, industry, and budget — no oversold enterprise platforms.
03
Workflow Design
Document the customer journey and design the automation workflows, lead scoring rules, and notification logic before we build anything.
04
Build & Integrate
Build out the workflows, connect forms and integrations, and wire your CRM into your email, calendar, and other tools.
05
Test & Launch
End-to-end testing of every trigger and sequence before launch — so the first real lead has a flawless experience.
06
Optimize & Report
Monthly performance reviews, A/B testing of subject lines and sequences, and continuous refinement based on real conversion data.
// Marketing Automation Pricing
BUILD IT ONCE.
LET IT WORK EVERY MONTH.
Marketing automation pricing has two phases — a one-time setup fee to build your automations correctly, and a monthly management fee to monitor, optimize, and expand them. Setup is project work with defined deliverables. Management is ongoing optimization so your automations keep improving over time.
// Phase 1
ONE-TIME SETUP
The build work — platform configuration, CRM setup, sequence writing, form integration, and testing. This is project work with a defined deliverable and a fixed completion point. Paid once at project kickoff.
// Phase 2
MONTHLY MANAGEMENT
The ongoing work — monitoring performance, optimizing sequences, updating automations, adding contacts, and reporting results. This is retainer work that keeps your automations improving month over month.
Simply Automated Starter
Your first automation — lead capture and welcome sequence
Phase 1 — Setup
$300 — $500
one-time
Phase 2 — Management
$99/mo
3 months then month-to-month
Best for
Small businesses wanting their first automation — a welcome sequence that nurtures new leads automatically after they fill out a contact form on your website
Phase 1 — Setup includes
Email platform or CRM selection and configuration
1 automated sequence — new lead welcome with 4 to 5 emails
Basic contact segmentation — 2 to 3 segments
Lead capture form integration with your website
Testing and quality assurance before go-live
Phase 2 — Monthly management includes
Monthly sequence performance monitoring
Open rate and click rate optimization
Contact list management and hygiene
Monthly performance report
Email support for sequence adjustments
Most Popular
Simply Automated Growth
Full client lifecycle automation from lead to retention
Phase 1 — Setup
$600 — $1,200
one-time
Phase 2 — Management
$199/mo
3 months then month-to-month
Best for
Established businesses ready to systematize their entire client communication lifecycle — from first contact through retention and referral requests
Phase 1 — Setup includes
Full CRM setup and sales pipeline configuration
3 automated sequences — new lead, client retention, and post-service follow-up
Advanced segmentation by industry, service, lead source, and engagement
Review request integration with follow-up sequence
Website form and landing page integration
Testing and quality assurance across all sequences
Phase 2 — Monthly management includes
Monthly performance monitoring across all sequences
A/B testing on subject lines and send times
Contact segmentation updates and list health management
Bi-monthly strategy call with Simply IT
Monthly comprehensive performance report
Sequence optimization based on engagement data
Simply Automated Enterprise
Full lifecycle automation with CRM, scoring, and attribution
Phase 1 — Setup
$1,200 — $2,500
one-time
Phase 2 — Management
$349/mo
3 months then month-to-month
Best for
Medical practices, law firms, and accounting firms wanting email as a systematic revenue driver with full lifecycle automation from lead to loyal client to referral source
Phase 1 — Setup includes
Full CRM build with custom pipeline stages and deal tracking
5+ automated sequences — lead, nurture, onboarding, retention, re-engagement, and referral
Full platform integration — CRM connected to email, website, scheduling, and business software
Lead scoring configuration — hot prospects identified automatically
A/B testing framework configured across all sequences
Testing and quality assurance across entire automation ecosystem
Phase 2 — Monthly management includes
Full automation ecosystem monitoring and optimization
Lead scoring review and threshold adjustments
Monthly strategy call with Simply IT
Quarterly full automation audit and rebuild where needed
Revenue attribution reporting — leads and clients tracked to source
New sequence development as business needs evolve
// Platform Costs — Separate from Simply IT Fees
Mailchimp
Free up to 500 contacts, then from $13/month
Best for: Starter tier, simple sequences, small lists
ActiveCampaign
From $29/month depending on contacts
Best for: Growth and Enterprise tiers, advanced automation
HubSpot CRM
Free CRM, paid features from $45/month
Best for: Enterprise tier, full CRM with pipeline tracking
Simply IT recommends the right platform based on your tier, list size, and automation complexity — and manages the platform on your behalf. Platform costs are billed directly by the provider to the client.
// What Your Automation Does While You Run Your Business
Within 5 minutes of form submission
New lead receives a welcome email introducing your business and setting expectations — while you are still in your last appointment.
Day 3 after first contact
Lead receives follow-up email with relevant case study or proof of work — reinforcing credibility without any manual effort.
Day 7 if no response
Re-engagement email with a different angle — a free resource, a FAQ, or a direct invitation to schedule a call.
30 days after service completion
Post-service follow-up checks in, requests a Google review, and asks for referrals — capturing value most businesses leave on the table.
Quarterly for existing clients
Retention touchpoint keeps your business top of mind — a newsletter, a seasonal offer, or an educational update relevant to their industry.
When a lead goes cold
Re-engagement sequence activates automatically after 60 days of inactivity — recovering prospects that would otherwise disappear forever.
// 3-Month Management Commitment — Then Month-to-Month
Marketing automation requires 3 months of management to demonstrate measurable results — sequences need enough lead volume to generate statistically meaningful open and conversion data, and optimization requires at least one full cycle of performance review. After month 3 management converts to month-to-month with 30 days cancellation notice. The setup fee is non-refundable — it covers the real work of building your automation infrastructure regardless of the ongoing relationship.
READY TO BUILD AUTOMATION THAT WORKS AROUND THE CLOCK?
Get a free automation consultation — Simply IT will map your current lead and client communication process and recommend exactly which sequences will have the most immediate impact on your business.
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Simply IT — Marketing Automation for North Central Florida Businesses
READY TO STOP DOING MANUALLY WHAT AUTOMATION CAN DO?
Get a free automation consultation. We will review your current lead capture and follow-up process, identify the highest-value workflows to automate first, and give you a clear scope and timeline.
Get a Free Automation Consultation →// Related Resources
FURTHER READING & CLIENT STORIES
// Frequently Asked Questions
COMMON QUESTIONS ABOUT MARKETING AUTOMATION
Which CRM and marketing automation platforms do you support?+
Simply IT works with the major small-business and mid-market CRM platforms — HubSpot, Zoho CRM, Pipedrive, Microsoft Dynamics 365, ActiveCampaign, Mailchimp, Constant Contact, and others. We will recommend the right platform for your business size, industry, and budget rather than pushing whichever vendor pays the highest referral. If you are already on a platform, we will work with what you have.
How long does it take to set up marketing automation?+
A basic CRM setup with a welcome email sequence and lead capture automation can be live in 2 to 3 weeks. A full marketing automation build with lead scoring, multi-stage nurture campaigns, sales pipeline automation, and integration with your existing systems typically takes 6 to 10 weeks. Every project starts with a discovery and audit phase so we can give you an accurate timeline before any work begins.
Do I need to be a big company to benefit from marketing automation?+
No. Marketing automation often delivers the highest return for small businesses precisely because they have the smallest teams. Automating lead follow-up, appointment reminders, and review requests gives a 5-person business the responsiveness of a 50-person team. Most of our automation clients have between 3 and 50 employees.
Will marketing automation make my emails feel impersonal or spammy?+
Done well, automation feels more personal, not less. Behavior-triggered emails reach prospects at the exact moment they show interest, with messaging that reflects what they actually care about. Done poorly, automation absolutely can feel spammy — which is why we focus on relevance, segmentation, and frequency control rather than blasting everyone the same message every week.
What happens to my data and workflows if I stop working with Simply IT?+
Everything stays with you. Your CRM account, your contact data, your workflows, your email templates, and your integrations are all in your name and under your control. We document every workflow we build so your team or another provider can take it over without losing institutional knowledge. Simply IT does not lock clients in.
READY TO AUTOMATE YOUR MARKETING?
Talk to a Simply IT specialist about your CRM and automation needs — no obligation.
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