25 things every small business should automate

25 THINGS EVERYSMALL BUSINESS SHOULD AUTOMATE

ALLUVIO

ALLUVIO

KEY STAFF

CLINT BROWN, CEO

HALEY KIESER, PROCESS ENGINEER

Alluvio’s team is full of recovering perfectionists who are obsessed with the flow of things.

ALLUVIO

Alluvio uses a systematic approach to make an organization’s workflow more effective, more efficient, and more capable of adapting to an ever-changing environment. We work with unique businesses experiencing uncommon growth challenges to achieve strategic growth.

LEADS

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1. RESPOND IMMEDIATELY TO AN EMAIL REQUEST

Enters Contact Request Email SentPrewritten Template Staff assigned to Followup

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2. ASSIGN INBOUND LEADS TO A SALES REP

Internal Form Alerts Sales Repto contact lead

Emails Customer 5 min. After phone call

Introduces Sales Rep.

Leaving Customer Impressed

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3. ALWAYS WIN AT PHONE TAG

Make note you called“Sorry I missed you!”

“If I don’t hear from you,I will followup tomorrow.”

Reminder to followup

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4. FOLLOW UP WITH NETWORKING CONNECTIONS

Enter Information

Segment Contacts

Sent Brief Follow up email

General, But Personal

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5. CAPTURE LEADS BY OFFERING FREE CONTENT

Web form that requests content

Enters name and emailDeliver Content right away!

SALES

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6. SET FRAMEWORK FOR YOUR SALES PIPELINE

▸ 1. New Opportunity

▸ 2. Contacting

▸ 3. Engaging

▸ 4. Qualified

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7. FOCUS ON YOUR HOTTEST LEADS

▸ Rank each lead based on engagement

▸ Lead Scoring

▸ Once deemed hot, tasks begin

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8. LEAD NURTURING

Segment thosewho need more time

Email Monthly

Gently push towards sale

▸ Educate

▸ Increase or Decrease frequency

▸ “Contact Us” link directed to sales rep

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9. WELCOME A NEW CUSTOMER

Purchase triggers welcome series

Thank you

Intro of the companyHelpful content Feedback or Referral

E-COMMERCE

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10. GENERATE REPEAT BUSINESS

Purchase 30-day SupplyAt 25 Days

“Your supply is running low.Would you like to stock up?”

Include clickable link to purchase

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11. REMINDER OF ABANDONED SHOPPING CART

Item in their Shopping Cart

Don’t Purchase

Reminder Email

30-60 Minutes later

Reminder Email 2

One Week LaterGently Push towards Purchase

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12. KEEP UP WITH FAILED BILLING CHARGES

Credit Card Fails or

Due to Expire

Tasked to Call Customer

Tasked 30 days before CCexpires to Call Customer

CUSTOMER SERVICE

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13. EASY ASK PROCESS FOR CUSTOMERS

Every email sent include “Contact” link Assign contact to predetermined staff Notified to Call Customer

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14. SEND APPOINTMENT REMINDERS

Form filled out by staff

Contact Info & Appt. Date

Email Sequence

Confirmation & remindersOption to Reschedule Assign Predetermined staff

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15. CUSTOMER SATISFACTION SURVEY

Web Form Surveyafter purchase

Keep it simple - 3 Tier

Positive Assigned Predetermined Staffto follow up

Negative Thank You

Ask for them to share more

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16. ASK CUSTOMERS FOR REFERRALS

Ask for Referral

Give incentive or giftEnter friend’s contact info Assign predetermined staff

to call referral

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17. CLEAN YOUR EMAIL LIST

Target Inactive Subscribers “Do you want to keep receiving emails?”

Yes

Remove as Inactive

No

Stop receiving emails

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18. RETRIEVE LOST PASSWORDS

Web form on website

Enter email address

Syncs with Contact record

Customer receives PW

Include link to login

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19. SAY HAPPY BIRTHDAY

If not on file, send an email

Include web form to collect dateOn entered date, Email sends Make it personal

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20. GAIN FOLLOWERS

▸ 1. Send invitation to check out one of your profiles

▸ 2. Add buttons at the end of every email you send out

▸ For those who aren’t on social media

▸ Have them let us know

▸ Software will know to not ask in the future

EVENTS

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21. REGISTRATION PROCESS

Ticket Purchase

Or

RSVPThank you

Confirmation

Send Remindersthe closer the event gets

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22. PROMOTE FACEBOOK EVENTS

OFFICE MANAGEMENT

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23. MAKE ROUTINE TASKS MORE EFFICIENT

Segment as new customerAssign a task reminder

Reminder includes contact info - Save timeSend out gift

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24. SEND & RECEIVE DOCUMENTS

Segment/Tag contacts When tag recognized,Sent auto email to collect Include form to upload

Submits Untag

Doesn't Reminders

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25. COLLECT JOB APPLICATIONS

Contact information Confirm Contact Info Answer series of pre-interview questions

After submission,Tasked to review & schedule

QUESTIONS

INFO@ALLUV.IO