November 2, 2021

098 | Where to Automate Client Management – With Araks Nalbandyan

Araks Nalbandyan is the director of marketing at 10Web. With over 6 years of experience in different agencies, she brings different and unconventional marketing approaches to life.

Mentioned in This Episode

What you will learn:

  • Arak’s story (1:12)
  • The importance of blogging in 2021 (3:02)
  • Where to automate client management (4:01)
  • The automation process
  • Task you should NOT automate (10:03)
  • Tips and tricks to increase retention rate (12:42)
  • Don’t over promise; over deliver instead
  • 10Web and AI assistance (15:50)
  • What to include in a website in 2021 (16:39)
  • Clarity is key
  • Get in touch with Araks (18:45)

Araks Mentality – Quotes From the Show

“Do not over promise when you start working with a client”

“A satisfied client will bring more clients”

“People need to understand what you’re selling”

“Attention span is getting lower and lower”

There are many ways to automate client management, and the best approach depends on the needs of your business. Here are a few automation hacks that can help streamline client management:

1. Use an autoresponder for initial contact.

When a new client expresses interest in your services, use an autoresponder to send a courteous response outlining your process and what they can expect from working with you. This sets the tone for a professional relationship and can automate some of the initial client management tasks. You can browse for autoresponder tools on AppSumo.

2. Set up automatic payments.

For businesses that offer recurring services, setting up automatic payments can save a lot of time and hassle in managing clients. This can be done through a service like PayPal or Stripe, and can be set up to recurring charges on a weekly or monthly basis.

3. Use a CRM system.

There are many great CRM (customer relationship management) systems available that can automate much of the client management process. From keeping track of contact information to scheduling appointments and sending reminders, a CRM can save you a lot of time and effort in managing your clients.

4. Automate your communication.

When it comes to communicating with clients, there are many ways to automate the process. Email automation tools like MailChimp can help you stay in touch with your clients without having to manually send each email. You can also set up automatic reminders for appointments or deadlines, so you don’t have to remember to follow up with each client manually. You can also use an agency like Merged Media which can set up all of this automation for you in addition to managing your paid ad campaigns.

5. Use a project management tool.

If you manage multiple projects for clients, using a project management tool can be a great way to automate the process. There are many great options available, such as Basecamp, which can help you keep track of deadlines, assigned tasks, and progress on each project.

By using automation hacks like these, you can streamline the client management process and free up your time to focus on other areas of your business. With a little bit of planning and effort, automation can help make client management much easier.

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