Client Management and Communication

Client Management and Communication

Welcome series automation for new inquiries

admiJuly 6, 20251 min read

Client Management and Communication

Scheduled appointment reminders via SMS/email

admiJuly 6, 20251 min read

Client Management and Communication

Regular client progress update emails

admiJuly 6, 20251 min read

Client Management and Communication

Reactivation emails for inactive clients

admiJuly 6, 20251 min read

Client Management and Communication

Customer satisfaction survey distribution

admiJuly 6, 20251 min read

Client Management and Communication

Client intake form processing and CRM updates

admiJuly 6, 20251 min read

Client Management and Communication

Birthday and special occasion greeting automations

admiJuly 6, 20251 min read

Client Management and Communication

Automatic onboarding emails for new clients

admiJuly 6, 20251 min read

Client Management and Communication

Automatic follow-up after training sessions

admiJuly 6, 20251 min read

Client Management and Communication

Automated responses to common inquiries

admiJuly 6, 20251 min read

Client Management and Communication

Document and invoice delivery tracking and confirmation

admiJuly 6, 20251 min read

Client Management and Communication

Regular client satisfaction survey dispatch and consolidation

admiJuly 6, 20251 min read