Maintain A High-touch,

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From The Instant We Sign A New Deal To When The Final Invoice Is Paid For The Service We Delivered, Our Team Identified Separate Multi-step Automations That Could Save Us Time. More Importantly, Implementing Those Automations Allowed Us To Craft A Unique, Consistent, And High-quality Client Experience.designing These Automations Was Surprisingly Easy: We Listed Every Little Interaction, Task, Or Deliverable In The Client Relationship. We’d Just Never Tried To Formalize The Tasks Or Automate Them Before. It’s Stuff We’ve Done Manually For A Decade.

It’s Become Second Nature.then, We Used Our Crm’s Built-in Automation mexico phone number resource Workflows And Zapier To Turn Each Task Into A Tiny Automation.how Much Time Did We Claw Back? It’s Hard To Say Precisely, But I’d Guess Four To Six Hours Per Week. That’s Six Hours We Can Now Spend On Marketing Instead Of Managing.yet, We Also Recognized That To Achieve Marketing Success With These Automated Efforts, We Would Need ToHighly Personalized Experience For Our Customers.



That Brings Us To Our Second Strategy:automation Strategy : Ready-to-personalize (Rtp) Communicationsany Crm Can “personalize” An Email Or Text Message: Simply Insert “first Name” Here, Add “company Name” There, And Schedule It To Be Sent Out Automatically.however, I Am Unaware Of A Crm, Or Even An Ai Tool, That’s Genuinely Aware Of The Communication Nuances That Exist Across Different Client Relationships. For Example:some Of Our Clients Are “business-casual” Communicators. Their Emails Feel Like They’re Wearing Shorts To The Office:they Use Extra Exclamation Points And Emojis.