Quick Tip on Mastering Automation and the Customer Journey

Straight Talk with Sally

In this episode, Sally shares how to structure and automate your customer journey across distinct stages—such as onboarding, nurturing, conversions, and testimonials—to maximize efficiency and prevent leads or customers from slipping through the cracks. By organizing campaigns into clear segments rather than one massive campaign, you can streamline workflows, repurpose automations, and adapt to growth with ease. Sally offers practical tips, like automating live event promotions and testimonial requests, and emphasizes starting small by identifying one area to automate in each stage. This approach ensures no opportunities are missed, enhances the customer experience, and frees up your time to focus on higher-value activities. Tune in now to discover how mastering automation can simplify your business and drive better results!

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