Use action and date triggers to automatically update a client record's status as well as send notifications, tasks, and more
Keep your database fresh and your followup fresher with automations built to make everyone's life easier. The status field is an often underutilized segmentation opportunity, and using automation to accurately populate a client contact's status will help with your targeting as well as help facilitate timely followup.
Hi %FIRSTNAME%, Thank you for your interest in [ADD YOUR COMPANY NAME]. I'll be your main point of contact and can't wait to learn more about your company. If you'd like you can book a time on my calendar or let me know a good time for you. In the meantime, if you have any questions whatsoever, please don't hesitate to reach out. Thank you! %OWNERFIRSTNAME%
Updating the client status field allows for better targeted outreach and nurturing. Utilize these metrics to track how automatically updating the status field is improving your sales outcomes.
Use these metrics to compare client contacts with status updates vs those without and you will quickly see the value in this automation, not to mention the time it will save your sales team by cutting out tedious (though important) tasks.