Implementing Act-On


At, we believe in helping businesses add value, not just selling software. Our Act-On Marketing Automation Implementation Services are well rounded. From discovery to ongoing support, we will work closely with you to fully realise the vision of Marketing automation that fits your needs.

Our Approach

Initial Consultation

We begin with a comprehensive consultation to understand your business goals, marketing objectives, and specific pain points. This discussion, called our Enablement Program, lays the foundation for a customised Act-On implementation plan. It consists of a series of 2-hour sessions and can be stretched out depending on your needs.

Needs Assessment

Our team will conduct a thorough needs assessment, identifying the unique requirements of your business. We'll evaluate your current marketing processes, data sources, and technology stack to ensure a tailored solution.

Technical Set-up

Getting Act-On up and running will require some customised set up on your end.  We will provide an entire step by step guide on this process and support you along the way. Completing this step is critical to ensuring your emails are delivered properly, contact lists are synced and you have access to the full suite Act-On has to offer.

Data Integration

We'll set up seamless data integration between Act-On and your existing CRM, databases, and other systems, ensuring data accuracy and consistency.

Initial Set-up

Act-On Initial Set-up process image.

Our team will work with you to develop an initial email campaign, or automated program and use this real life example as the basis of our training.

Training and Onboarding

We'll provide comprehensive training for your team on Act-On software, including:

·      Lead Scoring and Segmentation
·      Automation Workflow Design
·      Content Creation and Email Templates
·      A/B Testing Setup
·      Email List Clean-up
·      Launch and Monitoring
·      Optimisation and Reporting

Our team will continuously optimise your marketing automation workflows and campaigns, providing regular reports on KPIs like open rates, click-through rates, conversion rates, and ROI.

Scaling and Growth

As your business grows, we'll help you scale and evolve your Act-On marketing program. We explore new opportunities and technologies to keep you ahead of the competition.

Client Review and Feedback

Regular client meetings are vital to reviewing results, gathering feedback, and making necessary adjustments to ensure your marketing automation is aligned with your evolving business goals.

Long-term Support offers ongoing support and maintenance ensuring your Act-On marketing software continues to deliver exceptional results. This can be achieved through a dedicated support contract.

Let's embark on an Act-On marketing automation journey to elevate your business to new heights. Our experts are ready to guide you through each step of the implementation process, delivering an unparalleled marketing automation experience. Get in touch today!

Our Software Partners