Automated Client Follow Up & Reporting

Client
LBRLBR
Summary

Category
Assigned To
Status
Completed
Start & Finish Date
December 21, 2022
Products

Goals & Deliverables

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Goal #1

Pre Account # Created: Setup automated customer communication throughout the onboarding process to have client continue steps to get started

Goal Planning Tasklist

Outline initial goal, deliverables, and questions
Full team review of goal
Confirm goal with client, get any questions answered
Turn goal deliverables into tasks, add tasks details

Questions / Notes

LBR will list the forms for which they want to create follow-up campaigns
LBR will share the following for the mails that will be sent inside each campaign
  • Number of mails in each campaign
  • Frequency of mails
  • What tags should be added in what conditions
  • In what conditions a campaign will be stopped

Deliverables

  • Integrate with Constant Contact to start and stop automated campaigns that send messages to the customer as they start and finish certain steps in the onboarding funnel.
  • Create and trigger outlined campaign when get started form submitted
    • ‣
    Campaign Details:
  • Create and trigger outlined campaign when sign tax exempt form submitted
    • ‣
    Campaign Details
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Goal #2

Create report that shows the response rates of the communication for on-going improvement.

Goal Planning Tasklist

Outline initial goal, deliverables, and questions
Confirm goal with client, get any questions answered
Turn goal deliverables into tasks, add tasks details

Questions / Notes

Deliverables

  • Create a table and chart views to monitor open rates and engagement of communication
    • Create different views to show which forms have what open rate at different stages of campaigns
    • LBR can provide feedback on views if they were easy to understand and we will make necessary adjustments
  • Monthly brainstorm session with LBR team to go over report findings and suggest any changes required in strategies for next month
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Goal #3

Add automations to weekly checks and monthly service report to make sure they’re always working.

Goal Planning Tasklist

Outline initial goal, deliverables, and questions
Confirm goal with client, get any questions answered
Turn goal deliverables into tasks, add tasks details

Questions / Notes

Deliverables

  • Create checklist for the process of making sure all the automations are working smoothly.
  • Going through the checklist once every week to avoid losing important leads because they’re not being engaged.
  • Fixing any issues that arise with any of the automations setup.