Automating the Client Experience for Great Customer Service
Today I’m going to be taklking about automating the client experience for great customer service. We’ve talked about automation in a couple of the previous episodes and you’re going to be hearing a lot more about it in upcoming episodes with guest, so I wanted to share with you my thoughts on automation including how I’ve used automation in my own business and with my clients to great a great customer experience without sacrificing the one-one-one, hands-on experience that you want your clients to have in your business.
Samantha Mabe is the owner and designer at Lemon and the Sea. She loves empowering creative women with a heart to serve to grow their business through brand and website design. Her background is in design and architecture, but she’s been creating since she could hold a pencil. Samantha is a Pittsburgh native now living in Richmond, Virginia where she spends her days designing brands and websites and her evenings watching Netflix with her husband and their dog #gambittheweshi.
Connect with Samantha:
Topics Discussed:
The importance of outlining your process before you start automating
Steps to include in your process
Questions to ask about how you work
Questions to ask about your dream clients
How to create email templates to help you automate without losing the personal touch
Using PDF Guides to share information throughout your process
How to create tutorial videos for your clients
Tools you can use to automate your client experience
Resources Discussed:
Scheduling
Client Management
Email Marketing
ConvertKit (I now use Flodesk for email marketing)
Project Management
Other
Dropbox Sign (previously HelloSign)
* Some of the links above are affiliate links, but I wouldn't recommend these tools if I didn't use them and love them.
