BUSINESS AUTOMATION CASE STUDY

Posted 16 Hours Ago – 1,342 Views

REVEALED: This Finance Company saved thousands of hours in meaningless processing & Converted more Clients

This Articles Explains How Meaningless Tasks can be Automated and Increase Client Retention, Save Hours in Processing and Increase Performance. 

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Written by Derek Young

Lead Writer – www.getattention.agancy

Car Manufacturers Automate, Banks Automate, Large Industry Automate and Successful Businesses all Automate. We Reveal how you can too

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This finance broker revolutionised their business using technology available to everyone, but in a super smart way

The client brief was simple

Come up with a way to streamline and automate business processes to increase efficiency, increase client contact points and increase settlements

Easy right? …. Well not quite

We had to look at all the pieces of the puzzle

First, we designed an advertising piece that would generate qualified leads

We then reviewed their website to see how the future clients interacted and measured how they converted into an enquiry

Then we looked at the contact points, where the client information was stored and how we could increase the client contact to keep the lead as warm as possible, prior to and also after contact was made.

An important point in this process was also making sure that each of the steps talked to each other and flowed

No time to read the full article?

Let us look at your business processes and put together a strategy to increase productivity, lead generation and settlements.

Systems we incorporated

  • FaceBook
    • Pixel Set up to ensure we collected data
    • New lead generation adverts for feed, stories, and lead forms
    • Custom Audience generation from existing client databases
  • Customer Contact
    • Burst SMS – This allowed us to send an SMS to the client as soon as an enquiry or a lead form was sent
    • Mailchimp was set up to capture client data and automate a series of welcome emails to clients to keep engagement
  • Pipedrive – CRM
    • This was used to capture client data and move clients through the sales cycle to settlement and beyond
  • Many Chat
    • Automation of website chat functionality
  • Customer Reviews
    • Automation of client reviews upon settlement of every deal.
  • Social Media
    • Sendible automation and scheduling of social media posts
  • Zapier
    • Literally the glue that hold several the systems together and communicating effectively

Summary of the tools we used:

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Pipedrive Logo - New
Manychat Logo
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zapier-logo-monochrome

There was a great deal of planning involved in this process from start to finish, much more than just generating leads.

This overall strategy has saved this company thousands of hours of processing, phone calls and emails.

Time that can be spent in what is most important “Generating More Leads & Sales

If you want to discuss how we can improve your business processes and get you more leads then please complete a strategy session contact form below

Here’s how to get started:

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Kelly Circle

Kelly Rush 

Head of Marketing

Kelly Circle

Kelly Rush – Head of Marketing

“SCHEDULE YOUR CALL WITH US”

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By the end of this strategy call, you will have a clear understand of the next steps you can take for your business to start generating consistent and reliable results online with Paid Advertising, Offline Social Media, Website Conversions and Client Retention.

Find a time on the teams calendar to schedule your call today and we look forward to speaking to you soon!

THIS STRATEGY CALL IS PERFECT FOR:

Businesses looking to increase business automation & increase client conversions.

Businesses looking to understand their increased revenue potential with funnels & conversion rate optimization.

Businesses looking to maximize their conversion rates & average customer life time value.

Businesses looking for a reliable agency that can make their company a priority.

Businesses looking to increase business automation & increase client conversions.

Businesses looking to understand their increased revenue potential with funnels & conversion rate optimization.

Businesses looking to maximize their conversion rates & average customer life time value.

Businesses looking for a reliable agency that can make their company a priority.

 


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