KCH Organizers
Client Automation & Workflows
Professional organizers need digital organization, too.
KCH Organizers are masters at organizing spaces and lifestyles, but their business processes for managing clients had gotten cluttered and unmanageable.
We completely streamlined and overhauled the processes to help manage the business and not let any clients or potential clients fall through the cracks.
Bringing in new customers and driving repeat customers by keeping everyone organized.
Overly complicated automation is confusing.
Challenge
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Numerous workflows making it hard to track of and manage
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Too many options and complexities for the client to understand
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No client relationship nurturing post session
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Heavy manual oversight to make sure automation is working properly.
Result
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Consolidated, simplified workflows to use and maintain
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Relationship management at every phase of a client lifecycle
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Less administration time
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Better customer experience and satisfaction
Automated Workflow & CRM Redesign
Reduced number of templated emails & clarified language.
Grouped automated workflows by client lifecycle stage for easy maintanance.
Simplified business model for clarity and repeatable processes.
