Automation

laurel wright

Hello Gain Grow Retain Community,

We are looking to implement some more automation with our lower-tier level clients. Currently, we have implemented a great onboarding strategy and then we have an automated email that goes out 30 days into their subscription. After that we try to schedule "quarterly business reviews" with each of our clients to check in and ensure utilization. Some clients like to hop on a call for a quarterly call and some do not use this service we provide. We handle smaller clients but a lot of them and are looking to implement more automation throughout the entire lifecycle. What are your thoughts? Do you have any automation in your lifecycle that seems to work great that is farther into the lifecycle?

Thank you so much for your thoughts in advance!