30 Day Post Closing Followup Automation

TL;DR.

Maven X showcases its automation process to enhance client engagement post-project closure. Their automated 30-Day Follow-Up system ensures timely, personalized emails without manual effort, improving efficiency, accuracy, and client satisfaction. Try the free Client Automation Assessment tool to discover tailored automation solutions for improved operational success.

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Script Content

Introduction.

Hi, I’m Noah from Maven X. In this video we’ll see how Maven X uses automation to engage our clients following a project closure.

This is part of our business automation series, where we showcase how automation has helped Maven X streamline operations, drive growth, and ensure precision. As you watch, consider how automation can save your business time, eliminate repetitive tasks, and enhance accuracy, ultimately boosting your productivity.

Problem Statement.

One common challenge businesses face is maintaining consistent client engagement after a project closes. Manual follow-ups can be time-consuming and prone to oversight, leading to missed opportunities and decreased client satisfaction.

High Level Explanation.

That’s why we created our 30 Day Post Closing Followup automation. This solution ensures that every client receives a personalized follow-up email 30 days after their project is completed, without any manual effort from our team.

Demonstration.

Now let’s see how the automation works:

1. Trigger: The automation activates when a deal’s completion date in our custom Airtable CRM is 30 days old and the “Send 30 Day Closing Followup” field is set to “yes.”
2. Airtable Integration: It retrieves the necessary client and deal information from Airtable.
3. Email Draft Creation: A personalized follow-up email is drafted using the client’s email address and other relevant details.
4. Notification: The email is sent to the client, ensuring timely and consistent communication.

Benefits Recap.

By automating this process, we gain a few benefits like:

• Efficiency: This automation eliminates the need for team members to manually track and send follow-up emails, saving countless hours and allowing them to focus on more strategic, revenue-generating activities.
• Accuracy: Automated follow-ups ensure each client is contacted exactly 30 days after their project closes, with no risk of human error or oversight that could lead to missed communications.
• Consistency: Every client gets the same high-quality follow-up, ensuring uniformity in client engagement and maintaining the professional image of our brand.
• Scalability: As our client base grows, the automation scales effortlessly, managing increased volumes of follow-ups without additional workload on our team.
• Client Satisfaction: Clients receive timely, personalized follow-up emails that show they are valued and appreciated, enhancing their overall experience and fostering stronger relationships. This email also encourages them again to reach out with any issues and provide feedback or a testimonial for use on our website as a follow up.

Maven X Services & AI Automation Assessment.

At Maven X, we specialize in crafting custom automations to meet your business needs. If you’re interested in automating your business, check out our free Client Automation Assessment tool. This tool allows you to input your specific challenges and goals, and our AI generates tailored automation solutions for your business. It’s the perfect starting point to explore how automation can enhance your efficiency and success.

If any of the suggested automations are what you’re looking for, or if your automation is more complex, reach out to us at [email protected] to speak with our automation experts.

Closing.

Thank you for watching! We hope this video has inspired you to consider the benefits of automation for your business. Be sure to check out our other videos for more automation solutions and success stories.

Ready to take the next step? Visit our website in the description to try the Client Automation Assessment tool and discover the perfect automation for your needs and to contact us.

Until next time, happy automating!