25 things every small business should automate
TRANSCRIPT
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25 THINGS EVERYSMALL BUSINESS SHOULD AUTOMATE
ALLUVIO
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ALLUVIO
KEY STAFF
CLINT BROWN, CEO
HALEY KIESER, PROCESS ENGINEER
Alluvio’s team is full of recovering perfectionists who are obsessed with the flow of things.
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ALLUVIO
Alluvio uses a systematic approach to make an organization’s workflow more effective, more efficient, and more capable of adapting to an ever-changing environment. We work with unique businesses experiencing uncommon growth challenges to achieve strategic growth.
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LEADS
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ALLUVIO
1. RESPOND IMMEDIATELY TO AN EMAIL REQUEST
Enters Contact Request Email SentPrewritten Template Staff assigned to Followup
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ALLUVIO
2. ASSIGN INBOUND LEADS TO A SALES REP
Internal Form Alerts Sales Repto contact lead
Emails Customer 5 min. After phone call
Introduces Sales Rep.
Leaving Customer Impressed
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ALLUVIO
3. ALWAYS WIN AT PHONE TAG
Make note you called“Sorry I missed you!”
“If I don’t hear from you,I will followup tomorrow.”
Reminder to followup
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ALLUVIO
4. FOLLOW UP WITH NETWORKING CONNECTIONS
Enter Information
Segment Contacts
Sent Brief Follow up email
General, But Personal
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ALLUVIO
5. CAPTURE LEADS BY OFFERING FREE CONTENT
Web form that requests content
Enters name and emailDeliver Content right away!
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SALES
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ALLUVIO
6. SET FRAMEWORK FOR YOUR SALES PIPELINE
▸ 1. New Opportunity
▸ 2. Contacting
▸ 3. Engaging
▸ 4. Qualified
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ALLUVIO
7. FOCUS ON YOUR HOTTEST LEADS
▸ Rank each lead based on engagement
▸ Lead Scoring
▸ Once deemed hot, tasks begin
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ALLUVIO
8. LEAD NURTURING
Segment thosewho need more time
Email Monthly
Gently push towards sale
▸ Educate
▸ Increase or Decrease frequency
▸ “Contact Us” link directed to sales rep
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ALLUVIO
9. WELCOME A NEW CUSTOMER
Purchase triggers welcome series
Thank you
Intro of the companyHelpful content Feedback or Referral
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E-COMMERCE
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ALLUVIO
10. GENERATE REPEAT BUSINESS
Purchase 30-day SupplyAt 25 Days
“Your supply is running low.Would you like to stock up?”
Include clickable link to purchase
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ALLUVIO
11. REMINDER OF ABANDONED SHOPPING CART
Item in their Shopping Cart
Don’t Purchase
Reminder Email
30-60 Minutes later
Reminder Email 2
One Week LaterGently Push towards Purchase
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ALLUVIO
12. KEEP UP WITH FAILED BILLING CHARGES
Credit Card Fails or
Due to Expire
Tasked to Call Customer
Tasked 30 days before CCexpires to Call Customer
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CUSTOMER SERVICE
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ALLUVIO
13. EASY ASK PROCESS FOR CUSTOMERS
Every email sent include “Contact” link Assign contact to predetermined staff Notified to Call Customer
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ALLUVIO
14. SEND APPOINTMENT REMINDERS
Form filled out by staff
Contact Info & Appt. Date
Email Sequence
Confirmation & remindersOption to Reschedule Assign Predetermined staff
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ALLUVIO
15. CUSTOMER SATISFACTION SURVEY
Web Form Surveyafter purchase
Keep it simple - 3 Tier
Positive Assigned Predetermined Staffto follow up
Negative Thank You
Ask for them to share more
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ALLUVIO
16. ASK CUSTOMERS FOR REFERRALS
Ask for Referral
Give incentive or giftEnter friend’s contact info Assign predetermined staff
to call referral
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ALLUVIO
17. CLEAN YOUR EMAIL LIST
Target Inactive Subscribers “Do you want to keep receiving emails?”
Yes
Remove as Inactive
No
Stop receiving emails
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ALLUVIO
18. RETRIEVE LOST PASSWORDS
Web form on website
Enter email address
Syncs with Contact record
Customer receives PW
Include link to login
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ALLUVIO
19. SAY HAPPY BIRTHDAY
If not on file, send an email
Include web form to collect dateOn entered date, Email sends Make it personal
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ALLUVIO
20. GAIN FOLLOWERS
▸ 1. Send invitation to check out one of your profiles
▸ 2. Add buttons at the end of every email you send out
▸ For those who aren’t on social media
▸ Have them let us know
▸ Software will know to not ask in the future
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EVENTS
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ALLUVIO
21. REGISTRATION PROCESS
Ticket Purchase
Or
RSVPThank you
Confirmation
Send Remindersthe closer the event gets
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ALLUVIO
22. PROMOTE FACEBOOK EVENTS
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OFFICE MANAGEMENT
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ALLUVIO
23. MAKE ROUTINE TASKS MORE EFFICIENT
Segment as new customerAssign a task reminder
Reminder includes contact info - Save timeSend out gift
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ALLUVIO
24. SEND & RECEIVE DOCUMENTS
Segment/Tag contacts When tag recognized,Sent auto email to collect Include form to upload
Submits Untag
Doesn't Reminders
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ALLUVIO
25. COLLECT JOB APPLICATIONS
Contact information Confirm Contact Info Answer series of pre-interview questions
After submission,Tasked to review & schedule
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QUESTIONS