What is a workflow
Workflows are a great way to automate parts of your customer service. You can find out how to save time using workflows by mapping out your customer journey, and setting up some email templates.
Once you have the email templates, you can set up the ‘triggers’ (ie, a client completing a form, a specific date, signing a contract, or paying an invoice).
Once the trigger is identified, you can set up the corresponding action – such as a welcome email, a thankyou email, or a ‘book here’ email.
Workflows can also be called automations, and you will find them in many areas of email marketing. They are really important in your client management processes, and clarity in your onboarding is a huge time saver!
Automating aspects of client onboarding means that your clients don’t have to wait for you for each step of the process. You can set up the emails so that all of your clients receive the same message, and are able to take the next steps – so it saves time for you and them.
This doesn’t mean that the automated messages are impersonal. You can still insert your own voice in them – and there’s still room for you to have real time communication once they’re on board.
How to save time using Workflows
I demonstrate using a sample set up (not my actual CRM), and show you around, get familiar with what it does and how you can start to save time and manage your 1:1 clients more effectively and efficiently – without relying on you for every step.