“Much of the work we do requires manual processes, including a heavy proportion of personalized follow ups. Red Bamboo helped us craft personalized messages and automated triggers with a marketing automation platform that helped us dramatically reduce man hours while maintaining a personal touch with our customers.”
Steven Trezza, Social Marketing Manager
Reduced manual follow-up emails & calls by 80 hours a month with marketing automation.
Challenge: Better Qualified was scaling quickly, but required a solution to help reduce the amount of manual follow up with clients to continue their rapid growth.
Solution: Red Bamboo Marketing worked with the Better Qualified team to implement a new marketing automation platform, including:
- List hygiene and record classification for thousands of clients.
- Creation of highly relevant email follow ups with a focus on education & next steps.
- Build out of automation triggers that sent the right emails to the right people at the right time.
- Creation of automated alerts that informed account managers when they needed to get involved with phone calls or manual follow ups.
Results:
- Reduced manual follow up time by 80 hours each month
- Allowed staff to focus on priority clients – helping to improve customer service
- Reduced initial client churn by onboarding new customers with email education program
