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... 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?
Monday at 06:00 PM2 days #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.
Tuesday at 12:55 AM2 days #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.
Tuesday at 09:05 AM1 day #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.
Tuesday at 01:30 PM1 day #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.
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