like these. Setup takes about three minutes. Isn’t that a time trade-off you’d be willing to take? Reminders and Follow-Ups After you’ve successfully con- verted leads into clients, you’re now tasked with staying in touch and on top of your communica- tion. That means reminding cli- ents of scheduled appointments and following up after important meetings to help close sales. This is the second place Easy Automations shine. If you’re a business coach, your meetings with your clients are the backbone of your business. While you’re no doubt prepared for each appointment, you can’t be a successful coach if your clients don’t come prepared too. Automatically remind your cli- ents of their appointment time and include a note about what they should prepare for the meeting. Have a text or email sent one week and one day be- fore the appointment with these reminders. This simple automa- tion helps your clients get the most of their appointments with you while you focus on your big- ger business goals. Similarly, following up with clients can make or break a sale. This is especially true with real estate agents. A well-timed fol- low-up can be the key to closing a sale, but with so many tasks already on your plate, it’s easy to forget to reach out after a show- ing. Instead, use Easy Automa- tions to schedule an automatic text or email follow-up one week after the showing. Automatic Invoicing You’ve enticed your leads, converted them into clients, and
provided an awesome service, so now it’s time to get paid. Make this easy on you and your clients by automating payment remind- ers when invoices are sent out. Use the same when, then, stop system: When an invoice is sent out to clients, then a week later, a reminder email should be au- tomatically sent out. Follow-up reminders can be scheduled every week until the client pays the invoice and the automatic reminders stop . After 20 years of experience and tinkering to find the best strategies, Keap is able to provide preset templates for email and text reminders that are proven to work. Select a preset template, customize it for your clients or industry, automate the follow-up, and start seeing the results you’re looking for. You started your business be- cause you’re passionate about what you do. Now, it’s time to scale and grow. That doesn’t have to mean hiring a new em- ployee or taking on more work yourself. You know your business well, and you’ve probably iden- tified several areas where the right automation technology can make your business run smooth- er, increase the consistency of communication with your clients, convert leads into customers, and help you get paid for the services you’re providing. Early users of Easy Automations have been able to create seven times as many automations than traditional automation builders. Want to see just how easy auto- mation can be? View a demo and learn more at Keap.com.
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