Automation is easiest way to wow clients
The first year of a client relationship is a window of opportunity to create strong first impressions, and email automation can help with this.
It was 2005 and our financial planning firm had 600 clients. We used alphabetized index cards to ensure consistent client outreach.
Each morning, the receptionist would pull five cards and sort them into our message bins. Those were the five clients who would get a personal phone call for no spec
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