Automate Marketing Workflow

How We Automate Marketing Workflows Using Cloud Campaign & Tekmatix

Banner photo of Ellie Clare owner of CLP Advertising & Photography Services, pointing at a heading saying " Automate Marketing Workflows"

The Tools That Help Us Work Smarter, Not Harder
Automating your marketing workflows isn’t about cutting corners it’s about giving yourself back time. At CLP Advertising, we use software like Cloud Campaign and Tekmatix to simplify the admin, reduce repetitive tasks, and focus on what matters most: strategy, creativity, and client relationships.

This blog is for both local businesses and marketing agencies in South West WA who want to work smarter, not harder.

Why We Turned to Automation

In 2024, after winning multiple business awards, our agency experienced huge growth almost overnight. It was exciting but it also left us asking, how are we going to keep up without burning out?

That’s when we invested in automation tools. Not because we wanted to do less, but because we wanted to create more space to think, plan, and deliver better results.

Image of a laptop with a cloudcampaign screen.

Step 1: Automate Social Media Scheduling with Cloud Campaign

When you’re managing content for multiple clients, posting manually across every platform just isn’t sustainable. That’s where Cloud Campaign becomes our content management system of choice.

We use it to schedule and automate posts across:

  • Facebook
  • Instagram
  • LinkedIn
  • Google Business Profiles
  • And more

Why We Love Cloud Campaign

  • Batch scheduling: Plan weeks of content in one go
  • Content libraries: Store and reuse evergreen posts
  • Smart queues: Automatically recycle high-performing posts
  • Client dashboards: Give clients visibility and approval access
  • Performance insights: Track results and optimise content

Best of all, Cloud Campaign allows for white-label branding, so our clients log in to a platform that looks and feels like it was made just for them.

👉 For Agencies: Perfect for multi-client management
👉 For Small Businesses: We even offer shared workspaces so you can access Cloud Campaign’s features at a fraction of the agency cost

Step 2: Streamline Client Workflows with Tekmatix CRM

Once the content is handled, we shift focus to the client experience and that’s where Tekmatix comes in.

Tekmatix is our all-in-one business hub, replacing the need for tools like Google Forms, Mailchimp, Calendly, landing page builders, and even course platforms.

What We Manage in Tekmatix

  • Client onboarding & management
  • Lead generation & opt-ins
  • Automated welcome & nurture emails
  • Calendar bookings & integrations
  • Delivery of digital products & resources
  • Project pipelines & task management
  • Tag-based CRM segmentation
  • Contact tracking and reporting

💡 Note: Tekmatix also includes social media scheduling great for small businesses, though for agencies we stick with Cloud Campaign.

With Tekmatix, every part of the client journey stays seamless, consistent, and branded without endless spreadsheets or tool-hopping.used, at a fraction of the cost of all of the major platforms added up.

How Cloud Campaign & Tekmatix Work Together

Here’s a real-world example of how our automations save time:

  1. A new lead fills out an enquiry form in Tekmatix
  2. They’re automatically added to a nurture email sequence
  3. Once onboarded, we plan and schedule their content in Cloud Campaign
  4. Ongoing approvals, communication, and reporting stay centralised between both systems

The result? Fewer bottlenecks, less manual work, and a smoother client experience from start to finish.

Why Automation Matters for Small Businesses & Agencies

Every hour spent chasing admin is an hour lost for creativity, strategy, or client care. By automating repetitive workflows, we:

  • Reduce human error and missed steps
  • Avoid bottlenecks in communication
  • Deliver consistency across every touchpoint
  • Scale sustainably without burning out our team
  • Keep a high standard of service as we grow

For us, automation isn’t just about saving time, it’s about creating more opportunities to deliver impact.

Get Started with Marketing Automation

Ready to take admin off your plate? Here’s where to begin:

✅ Streamline your content process:
Try Cloud Campaign For Agencies | Try Cloud Campaign for your Business

✅ Simplify your client workflows:
Explore Tekmatix

FAQ’s

For social media scheduling, Cloud Campaign lets you batch posts and track results easily. For client workflows, Tekmatix replaces multiple tools in one platform.

Yes. Tekmatix includes email automation, calendar bookings, forms, landing pages, pipelines, and more, so it can remove separate subscriptions.

For agencies, yes. Cloud Campaign is built for multi-client management and offers client dashboards and white labelling. That makes it stronger for agency workflows than many creator-focused tools.

Not always. Small businesses may be fine with Tekmatix alone. Agencies and teams that manage multiple brands usually benefit from Tekmatix for CRM and Cloud Campaign for scheduling.

Yes. Cloud Campaign can schedule and manage social media without a website. Tekmatix also has built-in landing pages, opt-ins, and email automation, so you can operate entirely without needing a separate website platform.

Yes. Tekmatix usually offers a 14-day free trial and often includes a setup demo so you can see how the system works before committing.

Absolutely. Tekmatix lets you build and deliver online courses, membership sites, and digital products without needing an external course platform.

Yes. Cloud Campaign supports GDPR and privacy compliance. You can manage approvals, control publishing access, and handle client data responsibly within the platform.

Yes. Cloud Campaign offers client dashboards where clients can log in to approve content and see reporting. Tekmatix also allows custom client portals with tagging, pipelines, and resources.