Annual Client Re-engagement Emails Automation

TL;DR.

Maven X showcases how automation streamlines client re-engagement through a CRM tool, enhancing operational efficiency and accuracy. The process automates email notifications and tracking for timely client communication, ensuring personalized outreach while maintaining strong relationships.

Script Content

Introduction.

Hi, I’m Noah from Maven X. In this video we’ll see how Maven X uses automation to manage our annual re-engagement emails, ensuring we stay connected with our clients and maintain strong relationships.

This is part of our business automation series, where we showcase how automation has helped Maven X streamline operations, drive growth, and ensure precision. As you watch, consider how automation can save your business time, eliminate repetitive tasks, and enhance accuracy, ultimately boosting your productivity.

Problem Statement.

One common challenge businesses face is meaningful and timely re-engagement with clients. You can be losing out on revenue and income by leaving your past clients in the dust and not keeping up to date with their current needs and challenges. As business owners, we all know how keeping track of numerous clients and their engagement history can become overwhelming and prone to oversight.

High Level Explanation.

That’s why we created our CRM Annual Re-engagement Emails automation. This solution ensures that every re-engagement event is efficiently processed and sent to the client. As we have all of our financial information information in our custom Airtable CRM, we are able to create links between two different re-engagements to cover all of our clients; the last completed deal and the last payment. We have some clients who pay monthly service fees to us, so the last payment option wouldn’t cover them. So we track both ways to ensure both clients are contacted. The goal of both are the same… to reach back out to the client and just check in with them. We want to see how their business is doing, what new challenges they are facing, how our last project is holding up, and try to identify any new ways we can help them.

Demonstration.

Now let’s see how the automation works:

1. Webhook Trigger: The automation starts when a custom webhook is triggered, indicating it’s time for an annual re-engagement email. This webhook is triggered by Airtable when either the last linked deal completion date is one year ago or the last payment received by the client was one year ago.
2. Get Company Record from Airtable: The automation retrieves the relevant company record from Airtable.
3. Router – Re-engagement Type: The process is routed based on the type of re-engagement needed. This is to deliver different emails to both re-engagement types.
   • For Last Completed Deal:
     • Slack Notification: A message is sent to the sales team in Slack, notifying them of the re-engagement campaign and providing details about the last completed deal for quick reference.
     • Create Email Draft: An email draft is created in Gmail for the sales team to review, customize, and send to the client.
   • For Last Payment:
     • Slack Notification: A message is sent to the sales team in Slack, notifying them of the re-engagement campaign and providing details about the last payment.
     • Create Email Draft: An email draft is created in Gmail for the sales team to review, customize, and send to the client.

Benefits Recap.

By automating this process, we gain a few benefits like:

• Efficiency: This automation automatically generates the right re-engagement email automatically for the team so they’re able to jump right in and make the necessary customizations.
• Accuracy: Automated tracking and notifications ensure that no re-engagement opportunities are missed, and clients are contacted at the right time.
• Consistency: Ensures every client receives a re-engagement email in a standardized manner, hitting the right areas we want to target to help assist our clients.
• Scalability: The automation can handle a growing number of clients and re-engagements without additional manual effort.
• Personalized Communication: Clients receive tailored emails based on their engagement history, enhancing their experience with our services.
• Proactive Client Management: Regular re-engagement helps maintain strong client relationships and identifies new business opportunities.

Closing.

Thank you for watching! We hope this video has inspired you to consider the benefits of automation for your business. Be sure to check out our other videos for more automation solutions and success stories.

Until next time, happy automating!