Marketing Automation: What is it? Who should use it?

Written by
Visions Team
on
June 26, 2025

When you hear "marketing automation", it might sound like something reserved for big businesses with even bigger budgets. But that’s no longer the case. Automation has become accessible, affordable and incredibly useful for businesses of all sizes.

If you’re running a small team or managing marketing solo, this could be your new secret weapon.

What Is Marketing Automation?

Marketing automation is software that takes care of repetitive tasks, so you don’t have to. Think of it as your behind-the-scenes assistant, working 24/7 to keep your marketing running smoothly.

Common tasks automation can handle:

  • Sending welcome emails when someone subscribes

  • Nurturing leads over time with scheduled email flows

  • Following up with people who abandon a cart or a form

  • Scheduling social media posts in advance

  • Scoring leads based on actions they take (like clicks or downloads)

For instance, say someone downloads a guide from your site. With automation, you can automatically send a thank-you email, follow up a few days later with related content, and notify your sales team if the lead is highly engaged, all without lifting a finger.

🔗 More on this: HubSpot – What is Marketing Automation?

Why Use Marketing Automation?

Automation isn’t just about doing things faster. It’s about doing them smarter and more consistently, without things falling through the cracks.

Here’s what it helps with:

  • Saves time - You can stop manually sending emails or setting calendar reminders for follow-ups.

  • Improves consistency - Every lead gets the same welcome experience. Every customer gets a thank-you message. Nothing gets missed.

  • Speeds up response times - Leads are most engaged in the first few minutes. Automation makes sure you strike while the iron’s hot.

  • Keeps your pipeline warm - Even if you’re busy or offline, your leads still hear from you regularly.

According to Campaign Monitor, automated emails generate 320% more revenue than non-automated ones.

It’s Not Just for Big Budgets

You don’t need an enterprise licence or a six-figure CRM. Today’s platforms make automation accessible for everyone.

Popular tools for small teams:

  • Mailchimp: Great for email flows and basic customer journeys.

  • ActiveCampaign: A step up, with email, CRM and sales automation built in.

  • HubSpot: Free to start, powerful as you grow — with marketing, sales and service features.

These tools often offer templates to get you started. You don’t need to be a tech wizard, just have a clear idea of what you want to automate.

Where to Begin: Start Small

The idea of “automating your marketing” can feel overwhelming. But the key is to start with just one task. Once you see the impact, it’s easy to build from there.

Simple starting points:

  • Email welcome flow: Send a friendly email when someone signs up, followed by a few helpful tips or offers.

  • Abandoned cart reminders: Recover lost sales by nudging people who left something behind.

  • Birthday or anniversary emails: Add a personal touch that runs on autopilot.

  • Lead follow-ups: Send a “thanks for enquiring” message immediately after a form submission.

Even one or two automations can free up hours every week.

Human First, Tech Second

Here’s the key point: automation isn’t about removing the human element, it’s about supporting it.

You’re still the voice, the strategist, the relationship builder. Automation just handles the repetitive stuff so you can focus on what actually needs you — the creative, the conversations, the big decisions.

Final Thought

Marketing automation isn’t a luxury anymore, it’s a smart move, even for small businesses. It helps you stay consistent, respond quicker, and grow without burning out.

Start small, keep it personal, and build from there. Before you know it, you’ll have a marketing machine quietly working in the background, freeing you up to focus on what matters most.