How to Achieve Digital Personalization at Scale

Blue blob with a yellow car and a male driver.

Mapping and Personalizing Your Customer Journey, a guide by Ontraport book cover with a yellow car driving down a road.

A customer journey represents the ideal experience your leads and customers will have with your brand. Because each lead and customer you encounter will behave uniquely and have different interests and needs, there’s no such thing as an effective one-size-fits-all customer experience.

In the Mapping and Personalizing Your Customer Journey guide, you’ll find out how to set up a dynamic and well-defined customer journey so that you can achieve digital personalization at scale. You'll learn:

How to assess your current marketing and sales processes so you can identify which parts of the customer lifecycle are already giving contacts a personalized experience
How to categorize your products then match them with segmented contacts so that loyal customers will receive different offers than entry-level contacts
Where different contacts should go down different paths on your B2C or B2B customer journey map so that they get the most personalized experience possible
What to do with customers after they buy each of your different products so that they’re more likely to engage with your brand as lifelong, repeat customers
Where you should sprinkle human interactions into your sales process to strengthen your relationship with leads and customers
Which repetitive tasks can be replaced by automation in your sales process to free up time for more effective and efficient human interactions

Red-orange triangle with a yellow squiggly line and blue confetti.

In the Mapping and Personalizing Your Customer Journey guide, you’ll find out how to set up a dynamic and well-defined customer journey.

How to assess your current marketing and sales processes so you can identify which parts of the customer lifecycle are already giving contacts a personalized experience
How to categorize your products then match them with segmented contacts so that loyal customers will receive different offers than entry-level contacts
Where different contacts should go down different paths on your B2C or B2B customer journey map so that they get the most personalized experience possible
What to do with customers after they buy each of your different products so that they’re more likely to engage with your brand as lifelong, repeat customers
Where you should sprinkle human interactions into your sales process to strengthen your relationship with leads and customers
Which repetitive tasks can be replaced by automation in your sales process to free up time for more effective and efficient human interactions

Ready to achieve digital personalization at scale?

Get the guide

“To be able to create an outstanding customer experience that is automated, that takes care of our folks no matter where they are around the world … really allows us to create outstanding customer experiences.”

- Marie Forleo, Founder, B-School and Marie Forleo International

Frequently Asked Questions

I’m new to sales process automation — what is it, and why is it such a big deal?

There are lots of time-consuming sales tasks that Ontraport can do for you automatically. Our sales process automation tools can follow up with your leads, keep your pipeline organized and moving, manage your team’s workload and more. Then you can spend more time doing the work that matters most: actually selling your product or service.

I want to get more conversions, but I’m busy. Does Ontraport have any done-for-you sales funnels?

Ontraport has a whole library of prebuilt funnels, so you can get up and running without learning all the ins and outs of the platform. You can launch an entire sales funnel, follow up with leads, segment your list of prospects and more — and each system only takes minutes to launch. The best part is, you’ll get a Setup Wizard that walks you through every step.

I want to give my leads the best experience possible, even as I grow. Can Ontraport handle personalization at scale?

Ontraport is built to grow right alongside you, so it’s easy to create a personal sales experience for every lead on your list — no matter how big your business gets. Since all your sales data will be stored on one centralized platform, you’ll have everything you need to deliver more engaging, more effective experiences across every channel.