Book Icon

Field Guide Term:

You know all those small tasks that get really repetitive?  This could be anything from repeatedly telling customers what your hours are (even though it’s one click away), sending reminders for customers to pay an invoice, sending happy birthday messages, or asking for reviews from recently serviced clients.  Automation helps put things like that on auto-pilot.  Some of the technology that can utilize automation include:

  • Chatbots (Facebook Messenger or on your website)
  • Email marketing
  • Text marketing
  • Customer Relationship Management systems
  • Direct mail

While getting an efficient automation workflow setup can cost time and/or resources, the time and money it saves your business and the revenue it has the potential to create makes it worth it.