Streamlined
Start with simple auto responders to your website enquiry form, up to larger full scale automated departments.
Turn client enquires into qualified leads
We've all had those people who enquire with your business, with no ability to even buy/purchase the services or goods that you offer. It's not to say that you can't offer value to these people, but just isn't worth your time to meet with them. With platforms like HighLevel or Hubspot, I can build a system that:
- handles each form submission on the website
- instantly responds with to them with a few quick questions, asking for more detail such as budget, or if they have a referral from their GP
- based on their responses, will send them next steps on what they need to do
- escalates valid leads to your internal admin or sales team to support the client
Standardise and speed up the transfer of data between your platforms
Coping data between platforms, such as your purchase orders into your accounting platform is subject to typos, delays and inaccuracies. Not to mention the training of each new staff member on how to complete the process. These processes are often very simple to automate which can:
- Compare data between systems (and automatically fix inconsistencies)
- Automatically update clients records across your environment
- Report and monitor for changes, such as a new user in your CRM
- Pre-populate invoices, based on purchase orders and expenses from clients
- Turn paper forms and timesheets into digital systems
Excel Can Be Great, But Has It's Limits
Spreadsheets (like Excel) are only as good as the data being put into them. Validations are limited, and macros often perform slowly. Not to mention, the countless time you've seen 1 document have 2 versions called "latest". There's no universal system on how to step away from spreadsheets, but you can often:
- Convert to online systems, allowing multiple users at once
- Instantly validate data, checking for duplicates
- Access the files from anywhere
- Improve security, by limiting access to certain data
- Improve tracking, to see who did what and when
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Do You Qualify?
Not every business is setup and ready to start automating your business processes, steps and customer journey. Below are some qualifying points to consider.
1) You are a business with at least $700k in annual revenue (or projected annual revenue for new businesses).
2) You have common and repetitive processes in your business.
3) You, or someone from your team, are prepared to spend at least 15 hours to answer questions, test and be trained on using the new system. This is across the life of the setup, not all at once. This is often about 1-2 hours per week.
If you answered yes to all the above, let's chat to see how I can help.