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The Marketing Automation Discussion

by Benjamin Boman, Alex Glenn

Actionable marketing automation strategies and tactics from industry practitioners for B2B SaaS marketers. marketingautomationfm.substack.com

From the show's RSS feed, refreshed Apr 14, 2026. Source feed.

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Episodes

  1. Building Your First B2B Sales Team | Sankar Sundaresan, SkyGeni

    Sankar is the CEO and Founder of SkyGeni, a Growth Insights platform for B2B revenue leaders. SkyGeni’s Explainable AI-powered actionable insights enable CROs to drive more efficient and predictable growth and boost sales productivity. In this episode, Sankar shares experience and guidance on...

  2. B2B LinkedIn Strategy and Automation | Will van der Sanden, Dux Soup

    Will van der Sanden is the founder of Dux-Soup, one of the largest LinkedIn automation tools that helps users start, scale and engage with their network. In this episode, we discuss Will's suggestions on your networking strategy for B2B business development, and how to go about using tools to...

  3. Making Better Lead Magnets | Kevin McGrath, Beacon

    Kevin McGrath is the founder of Beacon, a lead magnet creation and collection platform. Kevin shares a wealth of knowledge on the best practices for researching, developing, and deploying lead magnets from his experience with over 55,000 users. We cover: Research techniques Content types How many...

  4. Automated Email Outreach Strategy from Scratch | Vukasin Vukosavljevic, lemlist

    Today we talk to Vukasin Vukosavljevic from lemlist. Vuk is the head of growth at Lemlist, a cold outreach automation tool that helps companies automate email to start conversations and get replies. --- Support this podcast: https://podcasters.spotify.com/pod/show/marketing-automation/support…

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  5. How To Automate Service Client Onboarding | James Rose

    Can your agency onboarding process scale to handle double or triple the amount of new clients you take on now? Slow or high-friction onboarding processes can be a significant bottleneck to growing agencies or service businesses. To help with this, I talked to James Rose from Content Snare to...

  6. How To Improve Retention Through Customer Experience Automation | Ernie Santeralli, Active Campaign

    What's cooler than customer acquisition? Customer retention. For this month's episode of the Marketing Automation Discussion, we talk to Ernie Santeralli host at Growth Decoded and multi-media content manager at ActiveCampaign on how to leverage automation to do just this. This is a public…

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  7. How To Start and Scale Your Affiliate or Referral Programs | Brady Cassidy, Rewardful

    I discuss starting and scaling affiliate or referral programs for your product. Our guest, Brady Cassidy, founder of Rewardful, an affiliate and referral platform for SaaS companies, shares actionable advice on various aspects of running successful programs. Brady discusses different types of...

  8. [Part 2] How to Increase Conversion Rates using Chatbots with Paul McKeever

    Today we are looking at part-two of our episode on using chatbots to increase conversion with Paul McKeever. In this session we go more into demonstration mode as Paul applies his chatbot strategy framework to an example case study business. --- Support this podcast:...

  9. How to Increase Conversion Rates using Chatbots with Paul McKeever

    Ever wondered if your business benefit from a chatbot? Join us as we talk with Paul McKeever, CEO of chatbot solution Continually, for part one of a two-part episode digging into how to improve conversions using chatbots and how to run a chatbot strategy. To subscribe for show notes, exclusive...

  10. Applying Business Process Engineering to Marketing Automation with Sam Ovett

    In this episode of the Marketing Automation Discussion, we explore the application of business process engineering in sales and marketing. Our guest, Sam Ovett, Director at Mobile Pocket Office, shares valuable insights on automating sales and marketing processes. Sam discusses the four key steps...

  11. Building Your First ABM Tech Stack with Shahin Hoda

    In this episode, we discuss Account-Based Marketing (ABM) and how to build the ideal tech stack for implementing ABM strategies. Our guest, Shahin Hoda, Founder of xGrowth, a B2B growth agency, shares insights on creating an ABM tech stack for both startups and large companies. Shahin discusses…

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  12. Starting and Engaging the Online Community through Video with Matt Barnett

    In this episode, we discuss community building with Matt Barnett, the founder of Bonjoro. Communities have the potential to drive positive word-of-mouth and decrease customer service demands, but many struggle to gain momentum. Matt shares his expertise on starting and nurturing successful...

  13. Automating Content Creation Through Podcasting with Michael Greenberg

    In this podcast episode, we explore the power of podcasting and automation in content creation to save time and resources. Our guest, Michael Greenberg, founder of Gentlemen of Technology and CEO of Call For Content, shares insights on the main components of podcast content automation,...

  14. The When Why and How of Proposal Creation and Automation | Alex Glenn & Adam Hempenstall, BetterProposals.io

    To get a client to sign the contract first requires a statement of work. I.e. a proposal of work. And the process by which your agency produces, sends and tracks these proposal can potentially kill the deal. You can shoot yourself in the foot with your proposal process by: 1. Making you look...

  15. How to build an agile marketing stack | Alex Glenn & Dan McGaw

    Dan is a CEO, Founder, Author, Martech and Marketing Analytics Leader! Dan is the CEO and Founder of Effin Amazing I have been a huge fan of Dan’s for some time now, but we finally got a chance to meet while Dan was giving the presentation that we are about to showcase on this episode. I will let...

  16. How Unbounce Built and Scaled their Partner Program | Alex Glenn & Ty Lingley

    Today we go deeper into partnerships - if you haven’t listened to the first few segments on partnerships with Jay from Forrester.com, Bryn from Partnerstack.com and Sunir from the Cloud software association, check those out after you hear this episode… My guest today is Tyrone Lingley, the…

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  17. Through-Channel Marketing Automation | Alex Glenn & Jay McBain

    Today we continue with our series of episodes on partner programs and how marketing automation is handling the scale of channel programs for thousands of software companies globally. Forrester predicts the through-channel software market to grow to $1.18 billion by 2023. This market includes 10s…

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  18. Onboarding Automations: The Strategies that work, and those that don't | Alex Glenn & Wes Bush

    Whether you are a SaaS company needing to register new users effectively, or anyone with a registration page on your website, effective communication with those who are just being introduced to your product/brand for the first time is key. How much automation is too much? Onboarding differences…

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  19. How teams can ensure stable and comprehensive stack oversight in today’s ecosystem | Alex Glenn & Sunir Shah

    Hello everyone and welcome back to the podcast where we unpack the components, dilemmas and strategies of tech stack capabilities with founders and leaders across all industries who have created a process or tool to better your business by way of automation. Today I am joined by the Former Head…

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  20. The New World Of Partner Programs - Stack, Strategy and Execution | Alex Glenn & Bryn Jones, PartnerStack

    Today we are going to discuss the new world of partnership strategy - specifically in the vertical of Partner Relations Management and PRM software like that of today’s guest - Founder of Partnerstack.com (formerly Growsumo.com), Mr. Bryn Jones. If you are looking to start/scale or simply…

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  21. 5 Questions To Answer Before Choosing A CRM - Mastermind Discussion | Alex Glenn

    We've all been in CRM hell. Whether it's: Trying to determine if you even need a dedicated CRM, Navigating the numerous options to choose the right CRM for you, Dealing with integrations, Or are having to rip out your current CRM after making the wrong choice. You hated it and wish you had help...

  22. What It Takes To Scale a SaaS ‘Platform’ - Lesson's Learned From Co-Founder of Reply.io | Alex Glenn

    Full episode notes and links >> Lee and Reply.io started a few years ago with $0 in funding and an ok product. After initial groundwork and a few hires, they raised a seed round of $400K and went to work on product and sales process. Today they are highly-profitable with 60 team members, fully...

  23. [Part 2] Recruiting Strategy - The Automation | Steven Lu & Alex Glenn

    It’s time for the second part of our two-episode segment on tech-enabled recruitment. In this episode, we get tactical and even showcase a specific automated process for discovering, enriching, and serving an automated multi-touch cold outreach campaign to candidates and ensuring the entire…

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  24. [Part 1] Tech-Enabled Recruiting | Alex Glenn, Ryan Leary and Alan Walker

    Today, we aim to give hiring teams and recruiters some valuable content in the form of a two-part episode: Part one (this episode) features Ryan Leary, the CMO of Recruiting Daily, and Mr. Alan Walker, founder/CEO of Udder - which helps companies enable talent technologies in hiring processes....

  25. [Short Version] The CRM Deep-Dive Mastermind | Alex Glenn, Scott Gellatly, Alex Bass and Mark Colgan

    **This is the SHORT version - not including pricing + future of CRM. If you are interested in the entire recording - go ahead and listen to the previous episode... Today is a special type of episode called a Mastermind discussion where I invite more than one participant to have an open discussion...

  26. [Full Version] The CRM Deep-Dive Mastermind! | Alex Glenn, Scott Gellatly, Alex Bass and Mark Colgan

    **THIS IS THE FILL VERSION w/ pricing + business models + future... If you are only interested in the what and how of CRM choice, listen to the shorter version [PART 1] published next... Today is a special type of episode called a Mastermind discussion where I invite more than one participant to...

  27. Establishing a Data-Driven Organization | Alex Glenn & Jason, Simon Data

    Simon Data in New York City - which is now at around 75 people and growing rapidly - but because of his extensive background in data: Jason received his BS from Cornell in Computer Science. Then went on to gain his PhD from the University of Texas in Machine learning, data mining and statistics....

  28. Options and Methodologies for Building Scalable Marketing Automation Systems | Alex Glenn & Mark Colgan

    In this episode, I’m joined by my colleague and fellow marketing-automation enthusiast Mark Colgan to provide an in-depth look at the pros/cons of available options and our methodologies for creating scalable automation systems. We each work with founders and teams at very stages in their…

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  29. The Truth About Engagement Pods | Alex Glenn & Guillaume Moubeche

    Engagement pods are established amongst colleagues in an effort to further the reach of each others' content/brand by ensuring comments, likes, upvotes and shares of said content. You all will have mixed sentiments over this topic - either understanding there is a reason for everything popular…

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  30. White Labeling API Integrator Platforms | Alex Glen & CEO of Integry

    In this episode, we continue our deep-dive into the world of API Integrations for your product and between your product and the thousands of other apps out there. The founder/CEO of Integry joins us to discuss this world and how he created Integry after running into the issues we get into on the...

  31. The Web Is Yours: Putting APIs In Everyone's Hands | Alex Glenn & Guillaume Boiret, Phantom Buster

    The CEO of Phantom Buster, Guillaume Boiret, joins me to discuss how they're changing the way we interact with websites to get our jobs done. This is one of my favorite discussions :) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus…

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  32. A Lesson In Democratization Of The Entire Internet | Alex Glenn & Jan from Apify

    Jan is a software engineer and computer scientist by trade. He has worked on dozens of projects in all kinds of environments. Oh, and he has his PhD in Artificial Intelligence... On this episode, Jan and I discuss why we are all owners of the web. And therefore, should all have the tools to…

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  33. How You 5X Your Sales With Phone Sales Automation | Alex Glenn & Chris Beall

    Conversations matter. And this was one of the most enlightening conversations I've had around sales in a long while... We all have our [mis]conceptions about dialing for dollars, but few have those conceptions in line with the larger picture - what sales tools and tactics bring in the enormous...

  34. How To Remain 'HUMAN' With Marketing Automation | Alex Glenn & Ryan Kulp, FOMO.com

    Ryan is the founder of Fomo and a partner at Fork Equity, which buys and grows bootstrapped SaaS apps. I brought Ryan on today not only because I was so impressed with my experience with the fomo product, but also because of Ryan’s mature understanding of customer behavior and what automation is...

  35. [Part 2] What's New, What's Broken, & Who Should Foxtrot Oscar? | Alex Glenn & Nathan Hague

    He gives value every time, so I gladly record it :) Yet another awesome installment with our Friend Nathan Hague: New Instagram Direct-Messaging Platform: https://www.directheroes.com/ Remaining GDPR-Compliant Quickly By Removing People From All Databases At Once: http://wowq.io/ LinkedIn Ad...

  36. "Democratizing Productivity" in your App / SaaS and "Productized Best Practices" | Alex Glenn, Zachary Schenkler, and Matt Lo

    Calling all product developers, managers, and owners... We're looking for your insights Below is a mastermind discussion between Zachary Schenkler, Matt Lo and I on: ☝️ "Democratizing Productivity", ✌️"Productized Best Practices" 👌and "Coaching Networks" in your app/saas/platform. Essentially…

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  37. Democratization of Marketing | Alex Glenn & Scott Brinker, HubSpot

    I am so thankful to have had the VP of Platform at Hubspot, Mr. Scott Brinker on the show! This is a perfect episode for those marketing technologists who are inside an organization... We spoke mostly about the progress and democratization of MarTech in the last decade, but also touched on: ✔️…

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  38. Outreach Today: What Works And What Does Not | Alex Glenn & Max Altschuler

    This is the Marketing Automation Discussion where I look out for valuable sales and marketing technology and processes to help scale your business. Today I am excited to have Max Altschuler on the show to discuss; - Omnichannel and other key trends to watch. - A lead qualification process. - When...

  39. How To Make Cold Email Work | Alex Glenn & Ben Raffi, Growlabs

    Ben is the CEO at Growlabs.com. An all-in-one Lead Generation & Sales Automation platform. What people love about Growlabs is that they combine lead generation with automation in one UI - set filters, grab as many verified contacts as you need for your campaign, add them to the campaign you’ve...

  40. Our Recommended B2B Marketing & Sales Stack For Gmail Users! | Alex Glenn & Jon Aniano

    Who is this for? This is my recommended marketing/sales stack for almost any B2B organization using G-Suite. Here are the players involved in this stack: Copper CRM Copper is the Google-recommended CRM to manage your prospects, leads, partners, and more-right from Gmail. It is said to be the only...

  41. What's New, What's Broken, & Who Should Foxtrot Oscar? | Alex Glenn & Nathan Hague

    This is a new and different segment where I am going to phone a friend in Australia who I know has the answers to almost all things marketing. He's been on before, and it was a blast, so I'm excited about this new segment we're calling: "Nathan Hague answers What's New, What's Broken, and Who...

  42. Lessonly’s ‘Golden Llama’ Triggered Automation | Alex Glenn & Kyle Lacy

    I was invited down to Indianapolis to record this special episode from inside the amazing offices of Lessonly.com (which happens to be a former high school). My guest is Kyle Lacy, VP of Marketing and all-around badass marketing executive. What started as a generic talk quickly turned into a...

  43. A Product Hunt Strategy Mastermind | Alex Glenn & The Automated.af Members

    Kaloyan Yankulov, Baptiste Debever, Matt Lo, Gaetano Caruana, and I dug into product hunt strategy on a new 'mastermind' podcast format (and these strategies are useful for ANY product launch - not just product hunt features). ✔️ Using tools to build a list of ideal 'hunters' to reach out to. ✔️...

  44. How To Automate Custom Signature-Creation to Boost Sales | Alex Glenn & Brad Beutler, Sigstr

    This is a fantastic new podcast episode! Please Please Please leave us a review on iTunes! "How To Automate Custom Signature-Creation to Boost Sales" 🤯 Brad Beutler (Director of Marketing at Sigstr) and I discuss the process and tools to turn email signatures into powerful brand engagements.…

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  45. Improving Sales Enablement | Alex Glenn & Alli McKee

    In this episode of the podcast, Alli and I cover: ✔️ Seller-centric communication vs buyer-centric communication. ✔️ Where we as sales leaders or business owners at in today’s world of marketing and sales enablement. ✔️ And steps to take to improve your sales presentations... This is a public...

  46. Automated Lead Generation for B2B | Alex Glenn & Jon Vaughn, Tier5

    Jon Vaughn is a genius level software engineer turned entrepreneur. He is now the founder and CEO of the software development firm Tier5. Tier5 specializes in building high-end SaaS applications for clients and Tier5 currently has 6 SaaS software’s in the market all aimed at helping other...

  47. Automated Lead Segmentation | Alex Glenn & Axel Lavergne, Sendinblue

    We are going to show you how to be very strategic with your top-of-funnel prospect segmentation, and of course, automate it. This will allow you to not only increase conversion rates, but manage post-lead-capture nurturing efforts to increase ROI from all traffic campaigns. Axel Lavergne is the...

  48. Email Followups Sales Automation For Gmail Users | Alex Glenn & Stephen, Sales-Torch.com

    So, let’s set the premise for when this automation would be useful: 1. Let’s say you or your sales team are sending out a lot of customer emails manually in gmail. 2. Or, maybe you are slightly more proficient and using a gmail-based-CRM like Mailshake to send those blasts. 3. Or, you are doing...

  49. Automated Quora, Reddit and GDPR Compliance | Alex Glenn & Nathan Hague

    Today, I have a special guest with me to discuss the following: GDPR compliance Quora ads strategy, what do and how Reddit - where and when to use it in your business routine It’s a lot to discuss, so let’s dive right in… My guest today is Nathan Hague. Nathan is a full stack marketer who...

  50. The Feedback Loop Automation | Alex Glenn & Baptiste, Feedier.com

    Today is all about automating your feedback loops to increase customer satisfaction, improve the speed/efficiency of bug fixes, and reduce churn. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit...

About this show

Actionable marketing automation strategies and tactics from industry practitioners for B2B SaaS marketers.

marketingautomationfm.substack.com

Hosted by

Benjamin Boman, Alex Glenn

Categories

Frequently asked questions

How many episodes does The Marketing Automation Discussion have?

The Marketing Automation Discussion has 71 episodes on PodParley. The most recent episode was published on December 7, 2023.

What is The Marketing Automation Discussion about?

Actionable marketing automation strategies and tactics from industry practitioners for B2B SaaS marketers. marketingautomationfm.substack.com

How often does The Marketing Automation Discussion release new episodes?

The Marketing Automation Discussion publishes monthly, based on its 71 episodes since June 2018.

Who hosts The Marketing Automation Discussion?

The Marketing Automation Discussion is created and hosted by Benjamin Boman, Alex Glenn.
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