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.

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
  • Acuity*
  • Calendly
  
  
• Client Management
  • Dubsado*
  • Honeybook
  • 17hats
  • Insightly
  
  
• Email Marketing
  • ConvertKit*
  • MailChimp
  
  
• Project Management
  • Asana
  • Trello
  • Basecamp
  • Google Drive
  • Dropbox
  
  
• Other
  • HelloSign
  • Harvest
  • Wave
  • FreshBooks
  
  

* Some of the links above are affiliate links, but I wouldn't recommend these tools if I didn't use them and love them.

Get access to My Toolbox for all the things I use to run my business at www.lemonandthesea.com/my-toolbox