Digital Marketing
Marketing Automation for Beginners: Stop Losing Leads to a Slow Follow-Up
- 8 modules, 22 short lessons
- Fillable workbook included
- A checklist for every module
- Instant digital download
A practical, 8-module course covering lead capture, welcome sequences, sales follow-up, onboarding and testing, with a fillable workbook, checklist pack, bonus resources and a final assessment included.
No jargon, no guesswork, a clear, module-by-module system for building an automated system you understand and stay in control of.

Secure checkout. Instant access from your dashboard as soon as payment clears.
Manual Follow-Up Doesn't Scale, and Leads Slip Through
Most beginners don't lack interest from customers, they lack a consistent system for what happens the moment someone gets in touch.
Leads Go Cold While You're Busy
A new enquiry that sits unanswered for a day, because you were serving a customer, or simply offline, is often a lead lost for good.
No Consistent Welcome for New Contacts
Without a welcome sequence, every new contact gets a different, inconsistent experience depending on how busy you happen to be that week.
Guessing Instead of Testing
Without a habit of testing and measuring, it's easy to launch an automation once and never know whether it's actually helping, or quietly annoying people.

From Scattered Follow-Ups to a Working Automated System
By the end of the course, you won't just have notes, you'll have a complete, working automated system, built module by module.
- A mapped customer journey and a clear list of what's actually worth automating
- A genuine lead-capture system built around a real value exchange
- A welcome sequence that runs automatically for every new contact
- A sales follow-up and onboarding workflow that keeps the personal touch exactly where it matters
- The confidence to test, measure and launch your own automations, and know when a human still needs to step in
Course Curriculum
Eight modules and 22 short lessons, built to be worked through in order. Every module ends with a practical activity and a knowledge check, all following one fictional example, The Willow Tree Florist.
01Module 1: Marketing Automation Made Simple▾
Learn what marketing automation actually is, understand triggers, conditions and actions, and find your own automation opportunities.
- What marketing automation actually is
- Triggers, conditions and actions
- Finding your own automation opportunities
02Module 2: Mapping the Customer Journey▾
Map the five-stage customer journey for your own business, and learn exactly which moments are worth automating.
- The five-stage customer journey
- Avoiding common journey-mapping mistakes
03Module 3: Capturing and Organising Leads▾
Build a genuine lead-capture form and lead magnet, organise contacts with tags and segments, and collect consent properly.
- Building a genuine lead-capture form
- Tags, segments and consent
- Common lead-capture mistakes
04Module 4: Building a Welcome and Nurture Sequence▾
Design a four-email welcome sequence, write emails that actually get opened, and get the timing and personalisation right.
- Designing a beginner welcome sequence
- Writing an email that actually gets opened
- Timing, personalisation and one call to action
05Module 5: Sales, Enquiry and Follow-Up Automation▾
Build a lead-to-sale follow-up workflow, apply urgency honestly, and know exactly where a human is still necessary.
- A lead-to-sale follow-up workflow
- Responsible urgency
- Where a human is still necessary
06Module 6: Customer Onboarding and Retention▾
Automate a genuine onboarding sequence, time the review request correctly, and use re-engagement sparingly.
- Onboarding a new customer
- Timing the review request
- Re-engagement, used sparingly
07Module 7: Connecting Your Marketing Tools▾
Understand the tools behind a simple marketing system, and connect them without overspending.
- The tools in a simple marketing system
- Choosing tools without overspending
08Module 8: Testing, Measuring and Launching▾
Test a workflow properly before it goes live, read performance honestly, and launch one complete automation for real.
- Testing a workflow before it goes live
- Reading performance honestly
- Priya's launch, step by step
What's Included
Everything you need to plan, build and test a genuine automated system, and keep it running long after this course ends.

The Course
Eight modules and 22 short lessons, covering opportunity mapping, lead capture, nurture sequences, follow-up, onboarding, tool connections, and testing and launch.
- 8 modules, 22 short lessons
- One continuous fictional worked example (The Willow Tree Florist), start to finish
- 9 original diagrams plus illustrative interface recreations, clearly labelled
- A practical activity and knowledge check in every module

Fillable Workbook
A worksheet for every module, matching every planner and exercise in the course, for your own business.
- Type straight into the PDF: fillable fields throughout
- Automation audit, journey map, lead capture and follow-up planners
- A final 30-day plan and automation blueprint
- Worked examples from Priya alongside every worksheet

Checklist Pack & Bonus Resources
A checklist for every module, reusable templates, seven email templates, an idea bank and a glossary.
- A checklist for every one of the 8 modules
- Automation testing, tool comparison and 30-day launch templates
- Seven ready-to-adapt email templates
- 19 automation ideas sorted by purpose, and a full glossary

Final Assessment & Certificate
A 46-mark final assessment with a separate answer guide. Pass it and your Certificate of Completion is issued automatically in your Learn.GigLad.com dashboard.
- 16 multiple-choice questions, five scenarios and a practical task
- Separate Answer Guide with marking points and model answers
- Certificate issued on Learn.GigLad.com when you pass
Delivered as PDF files viewable on any device. Fillable fields work best in Adobe Acrobat Reader, Preview or a browser PDF viewer. Estimated course completion time: around 3 to 4 hours, plus your own automation setup time.
Prove It, Then Get Your Certificate
- 1Complete all required lessons
- 2Complete all required practical activities
- 3Reach 100% required progress
- 4Pass the Final Assessment — 16 multiple-choice questions, 5 short scenarios, 1 practical task (70% pass mark, retakes allowed)
- 5Your Certificate of Completion becomes available

Is This For You?
This is for you if you're:
- Freelancers, creators and small-business owners with little or no automation experience
- Virtual assistants and social media managers who want to offer this as a real skill
- Anyone with a limited software budget who wants systems that work without coding
- Beginners who find technical marketing terminology confusing or off-putting
Probably not for you if you're:
- Looking for a guaranteed number of leads, sales or amount of growth (no course can promise that)
- After growth hacks or fully hands-off, set-and-forget systems
- Wanting an advanced, developer-level automation or integrations course
- Running a large business with an existing dedicated marketing team
GigLad
GigLad publishes practical, action-based digital courses with worked examples, fillable workbooks and a final assessment. Each course follows one fictional example from start to finish, so you see a complete method applied, and none promises results it cannot control.
What You Get
- The Course
- Fillable Workbook
- Checklist Pack & Bonus Resources
- Final Assessment & Certificate
Secure checkout. Instant access from your dashboard as soon as payment clears.
Includes lifetime access.
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Frequently Asked Questions
No. The course explains automation concepts using an illustrative, generic training interface, no coding is required at any step.
Six PDF files: the course, the fillable workbook, the checklist pack, the bonus resources, the final assessment and a separate answer guide. When you pass the assessment, your certificate of completion is issued on Learn.GigLad.com.
No, and the course is explicit about this. Automation handles repetitive, predictable tasks reliably, but genuinely personal replies, unusual enquiries and relationship-building always need a human. The course shows you exactly where to keep that human step.
No. It teaches general principles that apply across common form, email and CRM tools, using one illustrative training interface for its walkthroughs. It is not affiliated with, endorsed by, or sponsored by any specific software provider.
Ready to Stop Losing Leads to a Slow Follow-Up?
Get the full course, fillable workbook, checklist pack, bonus resources and final assessment, and start building an automated system you actually understand and trust.
Secure checkout. Instant access from your dashboard as soon as payment clears.












