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.
- 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