The Essential Automations You Need to Drive Sales and Retain Clients
Fast—and regular—communication is key for marketing and retention. Emails, text messages and calls at important steps in the lead-nurture process keep clients from falling through the cracks.
But that takes a lot of time and energy. Plus, you have to remember to do it. So why not have the robots do it for you?
This episode of Two-Brain Radio is all about automations. You'll learn what they are, which ones you need and how to build them so you get more time back in your day without sacrificing client connection.
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Contact:
mateo@twobrainbusiness.com
mike@twobrainmedia.com
Timeline:
2:09 – Automations: What they are and why you need them.
4:01 – What effective automations do.
6:19 – The value of communication.
8:07 – Segmenting communications and automations.
9:48 – How to get contact information.
13:18 – Getting the data to speak to all the right systems.
18:05 – The appointment booking sequence.
20:48 – The no-show/cancelation sequence.
22:43 – The post-appointment follow-up.
25:29 – The active-lead sequence.
30:08 – Long-term lead nurture sequences.
33:59 – Sequences for client retention.
39:40 – Communications for established clients.
41:55 – Why you need a cancelation form and automation.
44:37 – The 10-word automation to get lost clients back.
50:54 – What to do if you don’t have the time to build automations or the money for all the tech to make them play well together.
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