I'm looking to get more automated and a bit more organized in general.
Whenever I close an account I send the client a questionnaire for the appropriate service. Once that is filled out I would like a few things to happen.
1). Client details uploaded to a CRM into the appropriate niche category. If Real Estate client, it would go into that category which would have it's own email nurture campaign.
2). Details from Questionnaire updates a project management system and auto assigns a resource onto a pre-made task with milestones. For example if somewhere filled out a questionnaire for a logo package there would be a template for that specific package with the package basics and the questionnaire information.
3). Automatic Email Campaigns per category as mentioned in #1.
4). Not a MUST but I'm throwing around the idea of automatically sending an agreement/contract via email to have signed.
Hope that makes sense. Any suggestions would be highly appreciated!