June 19Jun 19 #710 Link to comment https://community.webinsiders.com/topic/196-how-do-you-automate-admin-without-losing-the-personal-touch/ Share on other sites Share on Facebook {lang="reddit_text" Share on LinkedIn Share on Pinterest Share on X More sharing options... 2 I want to automate onboarding, invoicing, and follow-ups. But I am scared of feeling robotic. My clients hire me for the personal relationship. How do you automate without becoming a machine?
June 29Jun 29 #1519 Link to comment https://community.webinsiders.com/topic/196-how-do-you-automate-admin-without-losing-the-personal-touch/#findComment-1519 Share on other sites Share on Facebook {lang="reddit_text" Share on LinkedIn Share on Pinterest Share on X More sharing options... Automate the process. Personalize the touchpoints. My onboarding is 80% automated. But the welcome email is handwritten. The first check-in is a personal video.
June 30Jun 30 #1583 Link to comment https://community.webinsiders.com/topic/196-how-do-you-automate-admin-without-losing-the-personal-touch/#findComment-1583 Share on other sites Share on Facebook {lang="reddit_text" Share on LinkedIn Share on Pinterest Share on X More sharing options... Handwritten welcome emails do not scale. If you have fifty clients, you are spending ten hours on welcome emails. That is not automation.
June 30Jun 30 #1636 Link to comment https://community.webinsiders.com/topic/196-how-do-you-automate-admin-without-losing-the-personal-touch/#findComment-1636 Share on other sites Share on Facebook {lang="reddit_text" Share on LinkedIn Share on Pinterest Share on X More sharing options... I use templates with personal inserts. Automated base. Manual customization for one or two sentences. Best of both worlds.
June 30Jun 30 #1657 Link to comment https://community.webinsiders.com/topic/196-how-do-you-automate-admin-without-losing-the-personal-touch/#findComment-1657 Share on other sites Share on Facebook {lang="reddit_text" Share on LinkedIn Share on Pinterest Share on X More sharing options... I am creating three tiers. VIP gets handwritten. Standard gets template-plus-inserts. Low-touch gets full automation.
July 8Jul 8 #1995 Link to comment https://community.webinsiders.com/topic/196-how-do-you-automate-admin-without-losing-the-personal-touch/#findComment-1995 Share on other sites Share on Facebook {lang="reddit_text" Share on LinkedIn Share on Pinterest Share on X More sharing options... 1 Automate the process. Personalize the touchpoints. My onboarding is 80% automated. But the welcome email is handwritten. The first check-in is a personal video. Clients get efficiency plus humanity.
July 8Jul 8 #1996 Link to comment https://community.webinsiders.com/topic/196-how-do-you-automate-admin-without-losing-the-personal-touch/#findComment-1996 Share on other sites Share on Facebook {lang="reddit_text" Share on LinkedIn Share on Pinterest Share on X More sharing options... @Marcus Chen Handwritten welcome emails do not scale. If you have fifty clients, you are spending ten hours on welcome emails. That is not automation. That is procrastination disguised as personalization.
July 8Jul 8 Author #1997 Link to comment https://community.webinsiders.com/topic/196-how-do-you-automate-admin-without-losing-the-personal-touch/#findComment-1997 Share on other sites Share on Facebook {lang="reddit_text" Share on LinkedIn Share on Pinterest Share on X More sharing options... 2 @DerekNoBS I have twelve clients. The handwritten email takes me thirty minutes per month. For my business size, it is worth it. Scale changes the math. What works for fifty does not work for twelve.
July 8Jul 8 #1998 Link to comment https://community.webinsiders.com/topic/196-how-do-you-automate-admin-without-losing-the-personal-touch/#findComment-1998 Share on other sites Share on Facebook {lang="reddit_text" Share on LinkedIn Share on Pinterest Share on X More sharing options... 2 @HannahK @DerekNoBS I use templates with personal inserts. Automated base. Manual customization for one or two sentences. Best of both worlds. Scalable but not robotic.
July 8Jul 8 #2000 Link to comment https://community.webinsiders.com/topic/196-how-do-you-automate-admin-without-losing-the-personal-touch/#findComment-2000 Share on other sites Share on Facebook {lang="reddit_text" Share on LinkedIn Share on Pinterest Share on X More sharing options... 1 @SamC That is what I am moving toward. Handwritten for VIP clients. Template-plus-inserts for everyone else. Tiered personalization based on client value.
July 8Jul 8 #2011 Link to comment https://community.webinsiders.com/topic/196-how-do-you-automate-admin-without-losing-the-personal-touch/#findComment-2011 Share on other sites Share on Facebook {lang="reddit_text" Share on LinkedIn Share on Pinterest Share on X More sharing options... @Marcus Chen That is rational. I will concede that complete automation is not always better. Tiered personalization makes sense. I am implementing this for my own client tiers.
July 8Jul 8 Author #2012 Link to comment https://community.webinsiders.com/topic/196-how-do-you-automate-admin-without-losing-the-personal-touch/#findComment-2012 Share on other sites Share on Facebook {lang="reddit_text" Share on LinkedIn Share on Pinterest Share on X More sharing options... 2 @DerekNoBS @Marcus Chen @SamC I am creating three tiers. VIP gets handwritten. Standard gets template-plus-inserts. Low-touch gets full automation. Thank you for helping me think in tiers instead of all-or-nothing.
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