Automation: The Key to Customer Follow-up Success

Automation: The Key to Customer Follow-up Success

It’s not enough to get your client to buy. You need to keep them buying by building a long-term relationship with them. The key to doing this effectively is to offer follow-up customer service. Through follow-up customer service you continue offering valuable content, keeping lines of communication open, communicating your appreciation to the customer, and offering more deals.

A great deal of time, work and effort goes into effective customer follow-up, and this is why automation can help. Automation takes over routine tasks and does them for you so that you can focus on more important things. So what are some of the automated tasks we can do? I’m glad you asked. Listen in to this week’s #TechChat to find out.

Automate Your Marketing!
Learn 21 Ways to Automate Your Marketing
Powered by the Simple Social Press

 

Recap from Video

Areas you can automate are as follows:

  1. The “Thank You” Message
  2. An Email Course
  3. Customer Loyalty Program – especially if you are a business coach you can offer an extra 15 to 30 minutes with you for referrals or discount when they buy in bulk.
  4. Customer Feedback

Now while we are talking about automating customer follow-up, let’s discuss what not to automate. That is when people need to speak to a human being. Whether for a problem or more clarification.

Learn more ways to automate your complete marketing with my new course in Sam’s Tech Academy. You can find it here 👉🏾 Marketing Automation Domination – Introductory Price (Very Limited Time!).

 

Do You Overthink Technology?

Do You Overthink Technology?

Do you find yourself overthinking technology? Are you asking yourself these questions : 1) Cost Too Much, 2) Too Hard To Learn, 3) Have To Do It All Yourself. A lot of people don’t move on getting automated in their business because they are overthinking the technology. 

In this live I break down each of these barriers. Watch the video below.

 

Automate Your Marketing!
Learn 21 Ways to Automate Your Marketing
Powered by the Simple Social Press

Key Points:

  1. Cost Too Much – Don’t have a clue of what you need so you assume that it will cost a lot. Quit assuming and go see what you need and how much it will cost. This goes back to keeping your eye on your finances.
  2. Too Hard to Learn – Don’t know what it’s for and what your needs are. Plus it looks like Greek to you because your not techy. You need to assess, document and audit your processes.
  3. Have To Do It All Yourself – You think you have to set it all up yourself with no help. You really don’t have to. That’s what I help you do. I setup systems and automation for you. And I can also train your VA.

 

If you are ready to get help with your systems, then check out my 3-System Setup. Click the image to learn more.

automate to dominate 3 system setup

Let’s Talk About The Essential Elements of an Efficient Business Process

Let’s Talk About The Essential Elements of an Efficient Business Process

Whether creating new business processes or fine-tuning existing ones, you need to make sure your documentation is effective. You’ll take each task involved in your business and break it down into steps that are easy for anyone  to understand.

So how do you know if you have efficient business processes? Watch the video below as I break down each one.

Automate Your Marketing!
Learn 21 Ways to Automate Your Marketing
Powered by the Simple Social Press

From the Video

  1. Short and Concise

Your business process description should be detailed, but also as short and concise as possible. All wording should be essential and directed at the goal of getting the task done.

A single business process should have no more than ten steps. If you outline all the steps and find that there are more than ten, split the task into two related tasks. Each step is essential, but if you have a task with more than ten, it can get too complicated to execute properly.

  1. Talk the Talk

The wording of business process documentation is critical. The way you write it can have a powerful impact on how your team members and support staff understand and perceive it. Also, if it’s worded in an awkward or difficult way, it will be hard to edit and improve.

Use everyday language that’s easy for anyone to understand. The tone should be informal and conversational. Write for clarity. Avoid using industry jargon or technical terms, and check to make sure the wording isn’t vague.

  1. Show the Big Picture

The focus of your business process documentation should be the task at-hand. All the wording and every step should be directly related to getting the job done. However, wherever it would help, try to tie the task in to the big picture. Show where it fits into your overall business or what the intended result will be.

By showing the big picture, you put the task into context. This helps your team members understand how to most efficiently accomplish the work. When they have to make a decision, they’ll make the right decision if they understand where it fits in and what it’s supposed to accomplish.

  1. Little or No Supervision

Create each business process so that it can be accomplished with little or no help from others. Your team members shouldn’t have to go through a chain of command to get their designated task done. Each task should be designed for one person to do themselves.

  1. Make It Teachable

Each task should be understandable, but also teachable. You’ll need to teach it to new team members. The best-case scenario is that you can teach one person and have them train others on the task. Especially as your business grows. Think of your processes as a “how to” or guide to accomplishing the task.

  1. Include Multimedia

This is my favorite one. I love love love using videos and visuals to help make things clear.

Wherever it makes the process easier, add images, videos, and other multimedia for reference. You can create a video to show the task step-by-step (screencasts) or use visuals to make it easier to understand.

The key is clarity. Write your business processes so that they’re lean with no extra, unnecessary information, but provide enough information to effectively communicate how it’s done.

If you need help with documenting your processes check out my PoweredUp Biz Tech Evaluation. You can purchase it here.

 

Click Here to Grab my new report “21 Ways to Automate Your Marketing”

 

The Benefits of Making Your Business Processes a Priority

The Benefits of Making Your Business Processes a Priority

Businesses should analyze their processes from time to time in order to simplify. They look at their regular operations for fat they can trim. By doing this, the result is greater efficiency for all the actions they take and it helps them get closer to achieving their business goals.

This is an essential process for businesses no matter your size. Even if you’re just a one-person business, you should find areas to tighten up.

In this #TechChat I list 7 reasons why. They are as follows:

  1. Improved Efficiency – when you get rid of excess work you increase your efficiency.
  2. Less Mundane Work – by cutting out things that can be automated or delegated you get back to doing the things that only YOU can do.
  3. Boost Your Bottom Line – the more efficient you run the more money goes into your bank account.
  4. Stress Reduction – there is a structure in place.
  5. Improved Customer Service – faster response and happier clients.
  6. Scaling Up – we all must grow and having your processes mapped out will make scaling a breeze.
  7. One Task at a Time – You don’t have to do everything all at once. Go process by process and get them down.

Listen in to the video below to learn more as I go in depth.

If you know that your coaching or consulting business needs processes and systems in place and you just don’t know where to start, I invite you to grab my PowerUp Your Biz Tech Evaluation. This workbook will help you get all of your processes documented and tools documented. Plus you get a 1 hour consult with me to help you find the gaps and come up with a strategic plan to implement a new system. Click the graphic below to get your copy today!

 

Automate Your Marketing!
Learn 21 Ways to Automate Your Marketing
Powered by the Simple Social Press
The Importance of Automation at Live Events

The Importance of Automation at Live Events

You can eliminate chaos by using the right tool in the right situation. At conferences and workshops you have a heck of a lot more people than you would normally have. That’s why it is so important that you put the right payment automation tools in place at your live events. Check out the video below and scroll down for further information on how I can help your business get the right systems in place.

Automate Your Marketing!
Learn 21 Ways to Automate Your Marketing
Powered by the Simple Social Press

Benefits of Having Automation Tools in Place:

Security – Taking sensitive info by paper can put you and your customer at risk for data breach. Only if you are entering the form in right away should you use this method. Paper can be misplaced and walked away with.

Human Error – If you can’t read my handwriting or you mix up some numbers on the form. Guess what? I just walked away with your product without paying. Especially if you can’t read my phone number to call and get the right info. That’s why having an electronic way to capture information cuts down on the human error factor and makes getting people through a line very fast and efficient.

Avoid Chaos – this is the biggest one for me. You have tons of people at a conference and usually not long enough breaks to go purchase and get back in your seat. So why not make it easier with an electronic automated system so people can get their product and back to their seat without having long lines or confusion on who just purchased what and who has been helped.

Follow-Up – This is the most important. When I buy something I want a immediate receipt. I also want some type of acknowledgement of what is to come. Like a welcome or thanks. Especially if it is a big ticket item. Just saying.

But you can’t do this if you don’t have a system in place to capture emails or to automate when orders come in. This leaves the customer feeling some type of way because they might go home and have buyers remorse and ask for a refund especially if it takes you days to reach out.

“So what should you put in place?” – I’m glad you asked. You should have some way to take payments and physical and email address. You should have your email system set up where it automatically triggers an email sequence once an order has been received. You should have a a system that automatically kicks a receipt to said email also.

I’m going to do a special training in my Digitally You with Samantha group where I will break down what payment systems to use where. If you wan’t to be there when it drops just request to join at bit.ly/DigitallyYou.

If you need help putting these systems in place I invite you to a strategy call at organizingguru.com/15 and let’s discuss what type of system your business needs at this point and how I can help make that happen.

How Mapping Out Your Processes Help You To Effectively Hire Help

How Mapping Out Your Processes Help You To Effectively Hire Help

It’s important as a business owner that you effectively map out your processes. When you take the time to do this it helps you to more effectively hire help and provide them everything they need to get going on the right foot. Listen in to the video below of how to get this done in your business.

Automate Your Marketing!
Learn 21 Ways to Automate Your Marketing
Powered by the Simple Social Press

Key Points from Video:

  1. You have a better understanding of what you need.
  2. You don’t have to drive prospective help crazy with them trying to figure out your needs.
  3. Cuts down on indecisiveness.

Where Do I Start?

  1. Write down everything you do.
  2. Get my PowerUp Your Biz Tech Evaluation kit to help you.