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Are you worried that you're missing out on opportunities?

Smart Client Management

"making all your time and effort count

If you are a small business owner who feels overwhelmed, lacking time, and concerned that you are missing out on opportunities; automation is the answer for you.  By setting up automatic systems for your marketing, sales and customer journey we can ensure maximum return on your time and effort to build a scalable and sustainable business.

You provide a fantastic professional service that adds real value to your clients.    

 

 

However, often time is taken up in routine but vital tasks such as;

 

 

  • controlling a long sales journey

  • managing follow up of prospects

  • reminders to clients of key dates

  • appointment setting and follow up

  • collecting customer feedback

          and many more

 

You should be free to work with more clients, provide more value and not be sidetracked by these routine tasks.

 

Take a look at this quick video demonstration on how Business Automation can help in your business

CRM

 

Centralise you customer data

 

Marketing Automation

 

Follow up with timely and appropriate messages

 

Sales Pipeline

 

Organise new and repeat business

 

Online Sales

 

Sell from your website

 

 

 

Appointments

 

Avoid the back and forth of setting appointments

 

Analytics

 

Use your data to make informed decisions.

Integration

Link with hundreds of apps

 

Collect Payments

Quote, invoice and collect effortlessly

 

 

Get all the tools together in one place to simplify your regular tasks

and it helps you avoid:

 

  • overly committing to business development at the expense of current customer management

  • overwhelm at the technical aspects of the project.

  • gaps when following up new leads

  • missing out on conversions, additional sales and referrals

  • ineffective, unfocused and untested marketing

How we work:

There are different Business Auto packages that suit different businesses but each takes a common approach to implementation.   

 

  1. Get to know you - understand your business challenges and goals

  2. Work out an agreed action plan

  3. Design, build and test the systems that automate your business

  4. Review and refine - celebrate our wins