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Ways to Make Your Client Experience Seamless with Automation

automations

If a customer is struggling with the online process on your website because you didn’t implement automations, the last thing they want is to go through a complex procedure in order to get support.

Most likely, they’ll give up and shop elsewhere! In fact, a recent study by VisionCritical showed that 86% of buyers will pay more for better customer experience. Doesn’t it make sense then to focus on what the customer journey looks like for your ideal target market and ensure that every step is as seamless as possible?

Automation tools make the customer experience easier and more convenient. When you take the complexities out of the buyer journey, your customers will be more likely to support you!

You may be wondering, “How can I do this with minimal effort and without breaking the bank?”

Well, let’s talk about it!

Scheduling

Create a scheduling link and/or form so that clients can book their own appointments without the back and forth questions on when they are available. You can add it to your website so clients can book themselves in or add it as a link in your email for ease of use. When you sync it to your calendar, you never have to worry about double bookings either!

Form Automations

If you have forms that clients need to fill out or read before an appointment or a service is provided, you can set up an automation to have the forms automatically sent as soon as a client books the appointment. This again cuts down on the back and forth and ensures that you get all the information you need quickly and with ease.

Automations for Social Responses

Setting up automated responses through Facebook Messenger is a great way to keep your audience engaged while also saving you some much-needed time. You can do things like:

  • Say hi to someone after they first message you.
  • Respond to common questions.
  • Customize messages to provide quick answers to people asking for contact info or the location of your business.
  • Ask your audience for feedback.

With autoresponders, people don’t feel like they are being ignored for hours and hours. This ensures that they don’t decide to go elsewhere.

Optimize your Website

Do not make it complicated with too many tabs and menus. Explore your own website and services and consider whether the journey is straightforward or complex. Can the customer contact you with the press of a button, or do they need to go searching? Another good option is to have an FAQ section so that potential customers can answer their own questions.

Create Email Workflows

Creating email workflows is one of the most popular uses of marketing automation. It’s also a powerful way to improve customer experiences. You can add tags to subscribers/customers so they are getting content that you know they are interested in, instead of overwhelming them with an infinite amount of information.

Automate your Onboarding Process

Onboarding is a crucial step for any business . You’ve just landed a customer and now, first impressions count. Using automations guarantees that things go as planned. You can either create notifications that remind your team of tasks that need to be done or automatically reach out to the customer to inform them of next steps. You can also use automated email workflows to let customers know if an onboarding step is pending or missed, or if you still need certain information from them.

Automations and tech can be overwhelming, but with a little information and practice, they certainly don’t have to be! With more and more small businesses moving online, automating your processes could make all the difference for you! As part of the wide array of services we offer, Simple Desk can also assist you with automations should you need the help.

Stay tuned for our 4-part series on tech and automation, “Tech it Out!”, where we dive deeper into various tech and automation processes that you need to consider to streamline your business processes.

 

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