By David Holland

April 5, 2017


Save Time, Less Stress. Automate Your Service Business

Whether your service business is small or big, automation can help you expand it in a whole new level. By mastering your way on how to use this technology, you are able to save time and accelerate your way to success.

It is a given thing that as your service business grows, you need to do more. But that’s not how it works when you use an innovative tool like Infusionsoft. With an automation software like this, your organization gets to focus on your services as you do less of the usual redundant and repetitive tasks.

From marketing to after-sales services, even creating your referral scheme — there’s a significant number of tasks in your organization that can make use of automation.

Segmenting your leads

The old ways of email blasting simply don’t work anymore. Not only that, your message is likely to end up in the spam box, clients don’t want generic, monotonous messages. The world of marketing and advertising leveled in the past few decades and people are only interested in messages that resonate with them.

Segmentation allows you to communicate to your market more effectively. Through segmentation, you can send targeted and personalized messages that actually resonate with your clients. With it you can group people on your list accordingly. Common factors that you can segment include demographic, buying behaviors, genders, among others.

Automate what you must

The good thing about automation using an innovative software is that tasks are done in the most human way.  For example, Infusionsoft has a Customer Relationship Management (CRM) system that lets you nurture your clients automatically. Messages are only sent when clients do a certain action.

For example, if you are away from your business and a client sent you a message, you can set-up an autoresponder notifying your client that you will attend to them when you get back. Alternatively, your autoresponder could also have information on how to contact you through a direct line.

With Infusionsoft, you can create landing pages, keep track of their conversion and tweak what you must. This way, marketing campaigns are made more efficiently. There are split-testing and multi-testing functionalities so you analyze which campaigns work best may it be for your lead generation, referral programs or email marketing.

There are also useful metrics, statistics, and reports from campaigns you ran. You will know which lead capture form works best, you will see your ROI’s progress and through these powerful metrics, you can refine your efforts.

Repetitive tasks such as sending thank you notes or birthday greetings can be automated. Client information is automatically collected and organized. Contracts, agreements, invoices, and screening of new hires can even be automated.

Do it NOW

An innovative software like Infusionsoft lets you work smarter, not harder. Through automation, you are not chasing down opportunities manually. Everything is automated so engagement with your prospective leads and clients are timely. Automatically follow-up to your clients, even while you’re asleep!

Realistically speaking, some businesses who use automation software found it ineffective for them. The reason is simply because while they want to accelerate success, they just use the software right away without mastering its functionalities.

Just like any other tool or technology, using an automation software needs fluency.

If you want to reap the benefit of an automation software like Infusionsoft sooner, then, you should get help from a qualified Infusionsoft consultant. That person can walk you through the processes of how to effectively use a software like this for your organization.

About the author

Nice bloke with practical ideas. Former Procter & Gamble, Kraft and IBM sales and marketing executive. Became a business owner 20 years ago. Started multiple businesses including EXELA which is the most successful Keap® & Infusionsoft™ reseller in the EMEA region.

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