Recap of 2018 T&C Summit Day 1: When and How Should You Deploy Bots in Your Marketing?


Yesterday marked the first day of the 2018 Traffic & Conversion Summit in San Diego, CA. Every year, this three-day event brings together the industry’s best and brightest to discuss the latest in digital marketing.

Two of Viral Solutions’ own staff members are attending the conference (lucky ducks!), and they’re already raving about everything they’ve seen and heard so far—particularly the opening keynote from Ryan Deiss, co-founder & CEO of DigitalMarketer.

Ryan presented on a topic that would become the overarching theme for the rest of the week with a speech entitled, “CRAP!!! The Future of Marketing in a Bot-Infested Facebook Dominated World Where Everyone Just Buys All Their Stuff on Amazon.”

Needless to say, it got everyone’s attention—especially combined with the colored lights, strobes, fog, and pyrotechnics that were deployed when Ryan walked out on stage. (Note: He made a comment that he felt like a professional wrestler being welcomed to the ring.)

In front of a room completely packed with attendees (about 100+ people were sent to satellite locations within the Marriott Marquis San Diego to watch Ryan’s speech via live streaming), Ryan began by pointing out all the pain and fear that bots, Amazon, and Facebook have brought to marketers—not just over time, but within the last year alone.

The following are just a few of the issues brought up during his keynote speech:

Before you get too worked up, Ryan was quick to assure everyone that all of this does NOT mean bots are after our jobs. It does NOT mean that people of the future will only ever buy from Amazon. And it does NOT mean that Facebook is no longer an effective platform.

How to overcome these challenges

It’s important to remember that, at the end of the day, we are all human. The sales and marketing process still requires human interaction to create a sense of community and trust, and that is accomplished through conversation (between actual people).

However, that’s not to say that bots CAN’T be beneficial—they truly are a helpful tool. You just need to determine the best use for them.

When deploying bots in your marketing, you need to think about where in your sales and marketing process they fit. Specifically, when is it appropriate for a bot to handle a given situation or conversation, and at what point should you have one of your staff members take over?

DigitalMarketer believes that bots are best utilized in the TOFU (top of funnel) part of your marketing. Consider implementing them into your lead generation to qualify your leads so that you and your employees can focus on helping those who could truly use your service or product.

Ultimately, bots can help you make better use of your time while still allowing you to gather data on your prospects and customers so you can develop stronger connections and more meaningful conversations.

What does the use of bots in your TOFU process look like?

One of the biggest up-and-coming bot capabilities that is slowly but surely taking over and replacing email is Facebook Messenger bots.

To best utilize your Facebook Messenger bot to help you qualify new leads and discover who is worth following up with, you should set up your Facebook Messenger bot to ask these five questions in the following order:

  1. Are you [insert avatar/market]?
  2. Tell me more about you/your business? Do you specialize?
  3. What brought you here today? What are you goals? What are you hoping to accomplish? (suggest three big benefits)
  4. What do you know about [insert your company/product]?
  5. Do you want some help with that? (if yes, hand off and have you or your staff member take over the conversation from there)

Deploying these five questions in this order is the best approach to qualify a new lead, gather information about what it is they do, find out who they are, and discover what they need help with.

If all the boxes are checked and the responses align with both your ideal target and a problem that your product or service can solve, you can then have yourself or a specific staff member take over the conversation from there and work to set an appointment for further discussion, schedule a demo, and/or close the deal.

If you want to thrive in this new reality, there are a few things you need to do:

Know who your customer is and familiarize yourself with their journey. Recognize that your customer is the hero and you are their guide. By doing this, you’ll start to see significantly better results.

Check back with us tomorrow as we report on day two of the 2018 Traffic & Conversion Summit and share more insight about “How to Build the Marketer of the Future.”


At Viral Solutions we are committed to seeing YOU succeed. It is our goal to grow your business with proven digital marketing strategies that will help your business for the long haul.

Stay Up To Speed in the Ever Changing World of Marketing!

Sign-up today for FREE, monthly marketing tips, loopholes, and news to EXPLODE your Return on Investment!



Share your knowledge and gain exposure by becoming a guest author on our blog! Learn how to write for us.

Filed Under: Business Tips, Social Media, Tools & Technology

About Lindsey Perron

As Thomas’ daughter, Lindsey was introduced to the world of sales and marketing at an early age. Curious about what her dad did, Lindsey would jump at every opportunity to help and ride along on sales calls. Always quick to take charge and lead the group—a trait that has only grown with time—Lindsey was frequently told by her parents that she was destined to be a manager or CEO of some sort. While working toward earning her bachelor’s degree in human services from the University of Wisconsin-Oshkosh, Lindsey interned with the UW Office of Equality and Affirmative Action and served on several councils, which gave her the opportunity to develop her persuasive writing skills, researching skills, problem-solving skills, project management skills, and more. After working as the lead teacher of the 4-year-old room at the local daycare center, Lindsey decided to switch gears and join the Viral Solutions team. In her position, Lindsey is able to help clients think through an end goal and reverse engineer it into the steps needed to achieve it.

When she’s not working, Lindsey loves spending time with family, be it traveling somewhere together or just hanging out at home.