Marketing Automation & CRM Mastery: Streamline Your Marketing & Manage Customer Relationships

Marketing automation is the difference between a business and a job. In 2026, the most successful marketers don’t just work harder — they work smarter by automating repetitive tasks, tracking customer interactions, and managing relationships across the entire buyer journey.

This course teaches you how to use tools like FluentCRM, HubSpot, and Zapier to automate repetitive workflows, track customer touchpoints, and manage relationships across the entire buyer journey. You will learn to set up CRM systems, automate email sequences and follow‑ups, track customer journeys across channels, and integrate automation with your website and ads.

Each lesson is short, practical, and paired with a hands‑on task. By the end, you will have a complete, automated marketing system that runs 24/7.

Who Is This Course For?

✅ Small business owners who want to streamline their marketing
✅ Freelancers offering marketing automation services
✅ Digital marketers expanding their skill set
✅ WordPress site owners looking for cost‑effective automation
✅ Anyone who wants to scale their marketing without scaling their workload

What You Will Learn

✅ What marketing automation and CRM are and why they matter in 2026
✅ How to choose the right tools – FluentCRM, HubSpot, ActiveCampaign, Klaviyo, and Zapier
✅ How to build a complete marketing automation stack
✅ Step‑by‑step setup of HubSpot CRM (free tier)
✅ Step‑by‑step setup of FluentCRM (WordPress, self‑hosted, 100% free)
✅ How to import contacts, segment your audience, and keep data clean
✅ How to track customer interactions across email, website, and social channels
✅ How to build a welcome series that drives 50% more revenue
✅ How to recover abandoned carts with proven automation sequences
✅ Post‑purchase sequences – thank you, cross‑sell, and review requests
✅ Win‑back sequences to re‑engage lapsed customers
✅ Omnichannel tracking – UTM parameters, first‑party data, and server‑side tracking
✅ How to set up Google Analytics 4 (GA4) and HubSpot tracking
✅ How to connect your CRM to your website and forms for automatic lead capture
✅ How to connect your CRM to Google Ads and Meta Ads for tracking and retargeting
✅ No‑code automation using Zapier – connect 7,000+ apps
✅ How to build a complete, integrated marketing automation system

What You Will Walk Away With

✅ A deep understanding of marketing automation and CRM in 2026
✅ A fully functional CRM (HubSpot or FluentCRM) with contacts and segmentation
✅ Automated email sequences (welcome, abandoned cart, post‑purchase, win‑back)
✅ Customer journey mapping and analytics skills
✅ Website and form integration for lead capture
✅ Ad‑CRM integration for tracking and retargeting
✅ No‑code automation workflows using Zapier
✅ A complete, scalable marketing automation system