Marketing Automation For Small & Medium Businesses That Actually Wins You Work
Marketing Automation Benefits For Small & Medium Businesses
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If you run a small or medium-sized business, you’ve already done the hard part: you paid to get the lead.
The real question is:
How many of those leads quietly disappear before they ever turn into revenue?
This page is for owners who are tired of random follow-ups, stale lists, and “we meant to call them back.”
Using marketing automation built on SharpSpring, we help you turn old quotes, cold inquiries, and past customers into new business—without adding more people to your sales team.
Mystique is a SharpSpring Silver reseller, supporting small and mid-sized businesses across Canada and the U.S.
Is Marketing Automation Right For Your Small Business?
If any of this sounds familiar, marketing automation can help:
- Leads come in, quotes go out… then follow-up is hit or miss.
- Your team keeps promising to “get back to that list” and never does.
- You rely on a few star performers to remember everything.
- You’ve got past customers who loved you—but haven’t heard from you in years.
- You know there’s money sitting in your CRM, inbox, or spreadsheets, but no one has time to tap it.
Marketing automation gives you a simple, consistent way to follow up with every contact, without living inside your inbox.
Marketing Automation Benefits For Small & Medium Businesses
1. More revenue from leads you already have
You’ve already paid for website traffic, networking, sponsorships, and ads.
Marketing automation squeezes more value out of those efforts by keeping you in touch until people are ready to buy.
2. Consistent follow-up without nagging your team
No more “Did anyone get back to them?”
Leads are followed up automatically with useful, on-brand messages so your team can focus on real conversations, not manual reminders.
3. Faster response to hot opportunities
When someone opens a quote three times, visits your pricing page, or downloads a guide, your system flags them so you can jump in while they’re thinking of you.
4. Better client and customer experience
Leads and customers feel taken care of: clear next steps, helpful content, and timely nudges instead of silence or random check-ins.
5. Real numbers on what works
You’ll see which emails, pages, and campaigns lead to booked calls and closed deals so you can stop wasting money on tactics that don’t move the needle.
Who This Marketing Automation Service Is For
This program is designed for small and medium-sized businesses in Canada and the U.S. that sell on conversations, not “add to cart” clicks.
For example:
- Trades and home services (painters, renovators, HVAC, landscapers, deck builders)
- Clinics and healthcare providers (footcare, orthotics, chiropractic, dental, medical aesthetics)
- Professional services (law, finance, accounting, engineering, consulting)
- B2B services (IT, telecom, manufacturing, logistics, distributors, SaaS)
If your business sends quotes, proposals, or books consultations—and you’re not using marketing automation to follow up based on behaviour—you’re leaving revenue on the table.
How Our Small Business
Marketing Automation Program Works
Step 1 – Quick discovery call
We walk through how you currently get leads (web, referrals, social, ads), how you follow up, and where things fall through the cracks.
Step 2 – Map your key journeys
Most small and mid-sized businesses share a few critical paths. For example:
- New lead → quote sent → no response
- “Call me in a few months” → never contacted again
- Past customers → never reminded, never reactivated
We map these journeys and prioritize the ones that will have the biggest impact quickly.
Step 3 – Build your SharpSpring engine
As a SharpSpring Silver partner, we set up and configure your marketing automation around your sales process, not the other way around. That typically includes:
- Organizing your contacts into usable lists and segments
- Setting up basic lead scoring so you know who’s “hot”
- Creating automated email sequences for follow-up and nurturing
- Triggering reminders for you or your team when human contact is needed
- Connecting forms and key pages so behaviour actually drives action
You get a clear, plain-language view of what’s happening—no tech overwhelm.
Step 4 – Launch, review, and improve
Once we go live, we track:
- Opens, clicks, replies, and booked calls
- Which sequences lead to real revenue
- Where people drop off
Then we adjust subject lines, timing, and sequences to keep improving performance.
DIY Or Done-For-You: You Decide
Not every small business needs the same level of help.
Some owners want a marketing automation system they can log into, run, and tweak themselves once it’s set up. Others know they’ll never have the time or interest—and would rather have a team manage it for them.
We support both.
DIY-friendly setup
We design and build your SharpSpring marketing automation system, connect it to your website and forms, and create your core follow-up sequences. Then we train you or your team so you can run it in-house with clear checklists and simple reporting.
Best if you:
- Already have a marketing coordinator or admin with a bit of tech comfort
- Want control, but don’t want to start from a blank screen
- Prefer to keep ongoing costs lower and handle day-to-day changes yourself
Done-for-you management
If you’d rather stay focused on running the business, we act as your marketing automation team. We handle campaigns, workflows, updates, and reporting—while you get a clear summary of what’s happening and what it’s producing.
Best if you:
- Are busy with operations and sales
- Don’t want your highest-value people stuck “inside the software”
- Want a partner to guide both strategy and execution
Either way, you get a marketing automation system built around how your small or medium business actually sells—not a generic template.
Marketing Automation Pricing That Beats Going Direct
SharpSpring’s own plans start in the hundreds of dollars per month, plus onboarding fees.
As a SharpSpring Silver reseller, we can usually come in under direct pricing on the software side and bundle the part that actually matters: strategy, setup, and ongoing support.
All pricing below is in CAD for Canadian clients (U.S. clients are billed in equivalent USD).
Option 1
– Platform + Pro Setup (DIY)
For teams who want a solid system built for them, then prefer to run it in-house.
From
$2,500/ one-time
+
$350/month
Up to 1,500 contacts
You get:
- Strategy session to map your key journeys
- SharpSpring account setup and configuration
- Core automation workflows (new leads, quotes, reactivation)
- Three to five email nurture sequences written and loaded
- Basic lead scoring rules and pipeline setup
- Live training session for you and your team, plus a recorded walkthrough
After setup, you own the system. We’re available if you need tweaks, but day-to-day is in your hands.
Option 2
– Platform + Guided Growth
For owners who want to stay involved, but don’t want to live inside the software.
From
$2,500/ one-time
+
$950/month
Up to 5,000 contacts
You get everything in Option 1, plus:
- Monthly campaign planning call
- Ongoing optimization of workflows and emails
- Quarterly list hygiene and segmentation refresh
- Monthly performance summary you can skim in five minutes
You handle sales conversations; we keep the automation engine tuned.
Option 3
– Platform + Done-For-You Automation Team
For small and medium businesses that want a fully managed marketing automation program.
From
$3,500/ one-time
+
$1,750/month
Up to 10,000 contacts
You get everything in Option 1, plus:
- Monthly campaign planning call
- Ongoing optimization of workflows and emails
- Quarterly list hygiene and segmentation refresh
- Monthly performance summary you can skim in five minutes
You handle sales conversations; we keep the automation engine tuned.
What’s Under The Hood: SharpSpring + Mystique
We use SharpSpring as the backbone of your marketing automation system.
On a practical level, that gives your business:
- Email marketing that sends the right message at the right time
- Simple automation workflows that react to lead behaviour
- A built-in CRM and sales pipeline, so your team can track deals in one place
- Forms and basic landing pages for quotes, consultations, and downloads
- Reporting so you can see how marketing is supporting sales
You don’t have to become a “software person.”
Our team handles setup and optimization and shows you only what you need to run your business better.
Why Work With Mystique As Your SharpSpring Silver Partner
Most small business owners don’t need another tool. They need a partner who can turn tools into results.
When you work with us, you get:
A brand-first approach
Every email, page, and touchpoint sounds like you and reinforces your positioning. No generic templates that could belong to anyone in your market.
A small business growth lens
We’ve spent decades helping small and medium-sized businesses grow—across trades, healthcare, professional services, and B2B. We understand limited time, limited budgets, and the need to see real, measurable results.
Technology plus strategy
We don’t just “install SharpSpring.” We connect automation to your actual sales process, your existing lists, and your growth goals. Marketing automation becomes the engine that supports your website, SEO, PPC, and sales team.
FAQs About Marketing Automation For Small Businesses
What is marketing automation for small business?
Do I need a certain number of contacts for this to make sense?
Is SharpSpring only for bigger companies?
How long does it take to get up and running?
Can we connect this to our website and other marketing?
Ready To Turn Your List Into A Profit Centre?
If you have years of quotes, inquiries, and past customers sitting in your CRM, inbox, or spreadsheets, you don’t need more leads—you need a better way to work the ones you already have.
That’s what small business marketing automation is for.
Boldly Grow
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small and medium businesses with a focus on growth
Tel: 416 441 2666
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