Understanding Your Client Journey and Process
Understanding Your Client Journey and Process When it comes to running a successful business, it’s essential to understand the journey that your clients go through.
You wouldn’t build a house without a solid foundation. That is why at Get Automated we start with building a conversion system first.
These are the tools and channels you use to generate leads and guide customers through your business. Examples include your CRM, website/landing page, payment processing, email automation, and sales funnels.
Having the ability to automate processes in your CRM and integrate with other software enables your business to grow and scale efficiently. Whether you have 10 or 1000 leads, every one of them will receive a consistent experience, ensuring that no opportunities slip through the cracks.
The technology and software utilized by you and your team for communication, task management, sales reporting, and more, are crucial in ensuring organizational efficiency. Having these internal systems in place can make the difference between delivering a great customer experience and a poor one.
Some processes to consider are:
Ideally, a potential customer would instantly buy your main product or service offering without hesitation. However, this scenario is rare. To maximize conversions, it’s important to offer a range of products at varying price points, making it easier to guide customers towards your main offering. Consistency in communication and including a clear call-to-action (CTA) in each message is key.
The key to converting website visitors into paying customers lies in effective conversion strategies. It’s important to note that conversion goes beyond simply scheduling appointments or providing credit card information, although those actions would certainly be desirable. Research shows that only a small fraction (2%) of website traffic is immediately ready to make a purchase on their first visit.
This can be done in several ways but some of the most common are:
This is the journey that you take your client on, from once they go to one of your landing pages (such as, website, social media, or blog), to when they purchase your product or service. It is important that throughout their client experience they are aware of what your company does, who you are, and what makes you different. Defining the ideal customer journey will outline the specific experience you want your clients to have when interacting with your business.
Referral strategies are tactics and methods used to promote and incentivize customer referrals for a business. This is an important resource to have to help scale any business. Some common referral strategies include:
Offering rewards or incentives for successful referrals such as discounts, cash bonuses, or special perks.
Making it easy for customers to refer friends or family by providing them with referral tools such as a referral link or referral code.
Improving the customer experience to increase customer satisfaction, which may lead to more organic referrals.
Encouraging customers to share their referral experiences on social media or online review sites.
Creating referral-focused email campaigns to target existing customers and encourage them to make referrals.
Making referrals a part of the overall customer experience by integrating it into the customer journey, such as through automated follow-up messages after a purchase.
These are some examples of referral strategies, but the specific tactics and methods used can vary depending on the business and its target audience.
Traffic is the foundation of any successful business. Despite offering exceptional products or services, a lack of exposure will prevent growth and success. Without traffic, it won’t matter how amazing your offerings are, as they will go unnoticed. Views on your website, scoial media channels, or actual foot traffic on your physical location is considered to be traffic. The key to continuing being successful with traffic is to have as many traffic sources as possible, but no less than 7.
At Get Automated, we believe in helping our clients to the fullest. We provide comprehensive and detailed analysis on each case we are tasked with and continue to work with you even after the task is completed.
It’s our goal to fully understand your brand, company vision and mission, and what you and your team are trying to achieve. We understand sometimes working with third parties can be difficult, and your company’s voice may get lost. But at Get Automated, we treat every company we work with as our own.
We are revolutionizing the way businesses generate leads and nurture them into lifelong clients.
An automation that will simplify your marketing process to keep it running 24/7. All-in-one software that is fully customizable and helps generate and nurture leads.
You deserve to Get Automated!
Here are some of the many things you can get out of the CRM platform:
Social Media Calendar – Schedule your posts to be published ahead of time, so you don’t have to worry about doing it manually.
Funnels – Build landing pages and navigate your customer/client journey.
Email Campaigns – Create strong, and effective lead-nurturing campaigns, newsletters, one-time email blasts, etc.
Pipelines – Helps schedule tasks and reminders for you and your team.
Performance Stats – Conversion rates, and open and click rates of emails.
And so much more!
If you have any questions, book a discovery call
Learning and managing a variety of software can be very challenging and time consuming. But these software platforms are game changing and should not be neglected.
With Get Automated on your team, we manage everything for you from integration to ongoing maintenance, so you can focus on what’s important – running your business!
**All prices are in USD**
• Unlimited Tasks
• 1 Task At A Time
• 3 Day Turnaround
• Unlimited Tasks
• 2 Tasks At A Time
• 2-3 Day Turnaround
• Unlimited Tasks
• 3 Tasks At A Time
• 1-2 Day Turnaround
Understanding Your Client Journey and Process When it comes to running a successful business, it’s essential to understand the journey that your clients go through.
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