Marketing for Health & Wellness Professionals: Elevate Your Practice

09 | Automating the Client Experience for Great Customer Service


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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

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Tools I Recommend

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(Some links are affiliate links. I only recommend tools I use and genuinely trust.)

Elevate Your Practice is hosted by Samantha Mabe of Lemon and the Sea

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Marketing for Health & Wellness Professionals: Elevate Your PracticeBy Samantha Mabe | Custom Website Design for Holistic Health Pros

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