Ep 57: Spending Valentines Day "Under the Hood"?

This week, we talked about automating your customer follow-up. We're taking a deep dive into Pipeline Funnels can help you boost retention and customer success.

This week, we talked about automating your customer follow-up. We're taking a deep dive into Pipeline Funnels can help you boost retention and customer success.

The success of any business relies heavily on what happens after the sale. While making that first sale is important, the real goal is to secure the second, third, and fourth sale through excellent customer service and follow-up. Today, we'll explore how Pipeline Funnels can automate this crucial process, particularly for Slenderiiz customers.

The Three Stages of Sales

When implementing Pipeline Funnels, consider these three key stages:

1. Before the Sale: Customer acquisition through social media, advertising, and lead generation

2. During the Sale: Order processing and payment collection through various methods

3. After the Sale: The critical follow-up period where customer success is nurtured

Automating the 30-Day Customer Journey

The system is designed to automatically guide customers through their first 30 days with the product. Here's how it works:

Initial Setup

• When a new customer places an order, they enter the pipeline

• The system tracks their progress through different stages

• Automated messages are triggered based on their stage in the journey

Week-by-Week Follow-up

Week 1:

• Automated shipping notification

• Request for "START" confirmation when customer begins

• Welcome resources and getting started guide

Week 2:

• Check-in messages about initial results

• Encouragement and support

• Documentation of "non-scale" victories, like losing inches off your waist or having more energy

Week 3:

• Re-order opportunity presentation

• Options for retail purchase or discount upgrades

• Automated response handling based on customer preference (are you a "1" or a "2"?)

Week 4:

• Final follow-up and support

• Long-term success planning

• Relationship building

Payment Integration Options

Pipeline Funnels supports multiple payment methods:

• Square (recommended for credit card processing)

• PayPal

• Manual payment methods, like Venmo, CashApp, Zelle, cash/check

Key Benefits of Automation

1. Consistency: Every customer receives timely follow-up

2. Time Savings: Reduces manual tracking and follow-up

3. Scalability: Handle more customers without increasing workload

4. Flexibility: Customize messages and timing to your needs

5. Better Results: Improved customer retention through systematic follow-up

Getting Started

To implement this system:

1. Set up your Pipeline Funnels account

2. Configure your payment integrations

3. Familiarize yourself with the automated messages that go out to customers over the 4 weeks.

4. Test the system by using yourself as a sample customer

5. Monitor and adjust based on results

Remember, while automation handles the routine follow-up, you should still be available for personal interaction when customers need additional support. The goal is to enhance, not replace, the human element of customer service.

Conclusion

Implementing an automated follow-up system through Pipeline Funnels can significantly improve your customer retention and business growth. By ensuring consistent communication and support throughout the customer journey, you create a better experience for your customers while freeing up your time to focus on growing your business.

Link to Loom

https://www.loom.com/share/74f2187afd2445aa80d34fd68cfcf4ba