step-up
🥈SilverStep-up is the clone of Engage Bay which is an all-in-one marketing, sales & service automation platform CRM.
310Updated 5mo ago
Intermediate30min to implementmarketing
Saves ~135 min per use
Quick InstallView Source
git clone https://github.com/VaishnaviDhobale/step-up.gitWorks with:
Claude
Overview
About This Skill
Step-up is a marketing automation skill that functions as a clone of Engage Bay, an all-in-one platform for marketing, sales, and service automation. It is designed to streamline customer relationship management (CRM) by integrating marketing, sales, and service capabilities into a unified system. This skill enables users to automate and manage their business processes across multiple departments from a single platform.
How to Use
1. **Define Your Goal & Audience:** Start by filling in [MARKETING_CAMPAIGN], [TARGET_AUDIENCE], and [PRODUCT/SERVICE]. Use Step-Up’s lead scoring to prioritize high-intent leads (e.g., score >70). Tip: Segment by behavior (e.g., demo requests vs. blog readers). 2. **Map the Customer Journey:** Outline 3-5 touchpoints (e.g., email, SMS, retargeting). In Step-Up, create automation workflows under "Marketing > Automation" and set triggers (e.g., form submission → email sequence). Tip: Use Step-Up’s pre-built templates for common campaigns (e.g., welcome series, abandoned cart). 3. **Personalize Messaging:** Draft emails/SMS using Step-Up’s merge tags (e.g., {{FirstName}}, {{City}}). Test subject lines with Step-Up’s A/B testing tool. Tip: Reference Step-Up’s CRM data to tailor messages (e.g., "We noticed you’re interested in [Feature] – here’s a demo!"). 4. **Integrate Channels:** Connect Step-Up to your social ads (via Zapier or native integrations) and SMS provider. Tip: Use Step-Up’s "Unified Inbox" to track all interactions in one place. 5. **Monitor & Optimize:** Track KPIs in Step-Up’s analytics dashboard. Adjust workflows weekly (e.g., pause underperforming emails, increase SMS frequency for cold leads). Tip: Set up alerts for leads scoring above 80 to trigger immediate sales outreach. **Pro Tip:** Use Step-Up’s "Lead Magnet" feature to gate high-value content (e.g., eBooks) and auto-enroll leads in nurture sequences.
Use Cases
Automating email marketing campaigns and lead nurturing workflows
Managing sales pipelines and customer interactions from a centralized CRM
Coordinating customer service and support ticket management
Tracking and analyzing customer engagement across marketing channels
Tags
Setup & Installation
Quick Install
No install command available. Check the GitHub repository for manual installation instructions.
Alternative Install (Git Clone)
git clone https://github.com/VaishnaviDhobale/step-upRequirements
- Claude Code or compatible AI agent
- Works with: Claude
Quick Start Guide
1
Install the Skill
Copy the install command above and run it in your terminal.
2
Open Your AI Agent
Launch Claude Code, Cursor, or your preferred AI coding agent.
3
Try It Out
Use the prompt template or examples below to test the skill.
4
Customize
Adapt the skill to your specific use case and workflow.
Usage Examples
Prompt Template
Act as a Step-Up (EngageBay clone) marketing automation expert. Create a step-by-step [MARKETING_CAMPAIGN] plan for [TARGET_AUDIENCE] promoting [PRODUCT/SERVICE]. Include segmentation strategy, channel selection (email, SMS, social, etc.), messaging framework, automation workflows, and KPIs to track success. Reference Step-Up features like lead scoring, email sequences, and CRM integration.
Example Output
### **30-Day Lead Nurturing Campaign for EcoHome Solar Panels** **Campaign Overview:** A multi-channel nurture sequence targeting homeowners in Arizona (35-55) who downloaded our "Solar Savings Calculator" but haven’t booked a consultation. Goal: Convert 15% of leads into sales-qualified opportunities within 30 days. **Segmentation Strategy:** - **Tier 1 (Hot Leads):** Scored 80+ (downloaded calculator + opened 2+ emails) → Immediate sales call within 24 hours - **Tier 2 (Warm Leads):** Scored 50-79 → Automated email sequence + SMS follow-up - **Tier 3 (Cold Leads):** Scored <50 → Retargeting ads + educational content **Channel & Messaging Framework:** 1. **Email Sequence (Step-Up Automation):** - **Day 0:** "Your Solar Savings Report is Ready!" (Personalized ROI estimate) - **Day 3:** "Arizona Homeowners Save $2,400/Year with Solar – See How" (Case study) - **Day 7:** "Limited-Time Rebate: $1,000 Off Installation" (Urgency + FOMO) - **Day 14:** "Your Neighbors Are Going Solar – Here’s Why" (Social proof) - **Day 21:** "Last Chance: Schedule Your Free Consultation Before Rebate Ends" 2. **SMS Follow-Up (Step-Up SMS Automation):** - **Trigger:** If lead opens email but doesn’t click → Send: "Hi [Name], quick question: What’s holding you back from solar? Reply STOP to opt out." - **Response Handling:** Auto-assign to sales rep if reply indicates interest (e.g., "When can I schedule?"). 3. **Social Retargeting (Step-Up CRM Integration):** - **Audience:** Website visitors who didn’t convert + lookalike audience of past buyers - **Ad Copy:** "Solar panels reduce bills by 70% – See your custom estimate in 60 seconds!" **Automation Workflow in Step-Up:** 1. **Lead Scoring:** Points for actions (e.g., +10 for calculator download, +5 for email open, +15 for link click). 2. **Tagging:** Auto-tag leads by behavior (e.g., "Interested in Rebate" if they clicked the rebate email). 3. **Sales Alerts:** Notify rep when a Tier 1 lead takes action (e.g., books a call). 4. **A/B Testing:** Test subject lines (e.g., "Your [City] Solar Savings Report" vs. "Your Custom Solar Plan"). **KPIs to Track:** - **Engagement Rate:** 25% open rate, 10% click-through rate - **Conversion Rate:** 15% of leads book consultations - **Sales Velocity:** Average 7 days from lead to closed deal - **Cost per Lead:** $12 (target) **Tools Used:** Step-Up CRM (lead scoring, automation), Zapier (SMS integration), Facebook Ads Manager (retargeting). **Next Steps:** - Review analytics weekly in Step-Up’s dashboard. - Adjust messaging based on open/click rates (e.g., if rebate emails underperform, test "free consultation" instead). - Retarget non-responders with a "Solar Myths Debunked" video series. **Budget Allocation:** - Email Marketing: $500 (Step-Up included) - SMS: $300 (Step-Up add-on) - Social Ads: $1,200 (Facebook/Instagram) - Total: $2,000 **Expected ROI:** 4.2x based on average deal size of $12,000 and 15% conversion rate.
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