When a customer leaves us, we like to set them (and us) up for future success. For example, when a customer leaves us I fill out a single form that automates many of the tasks noted below:
- We add a note and update their tags in our CRM. [AUTOMATED BY ZAPIER]
- We mail them a postcard via Handwrytten with a $5 Starbucks gift card (a little special “goodbye” from us). [AUTOMATED BY ZAPIER]
- We send them an email notifying them that the service has stopped. [AUTOMATED BY GRAVITY FORMS]
- We send our Slack channel a notification letting our internal team know that the customer has left us. [AUTOMATED BY GRAVITY FORMS]
- We update their Mailchimp lists/tags/etc. [COULD BE AUTOMATED BY GRAVITY FORMS]
- We update our “current customers and their services” Google spreadsheets. (one for admin and one for our support team) [COULD BE AUTOMATED BY GRAVITY FORMS]
- If requested, we’ll zip up their WordPress site and share with them. [COULD BE AUTOMATED BY GRAVITY FORMS]
- We delete recurring invoices in our payment system(s).
- We disconnect Jetpack, VaultPress, Gravity Forms, etc. if they are using our connections to those services.
- We delete their account from our hosting servers (if applicable).
In summary, 7 of 10 customer off-boarding steps could be automated, which is pretty cool. We only do 4 of those, because I’m a cheapskate and don’t want to pay the $20/mo for the fancy version of Zapier. 🙂
From Toby’s Blog
- Where uncertainty exists, don’t order specific.4 Idiot Case Studies with 2 simple age-old business lessons. The post Where uncertainty exists, don’t order specific. appeared first on Toby Cryns, WordPress Trainer in Minneapolis, MN.
- “Now THAT was a good meeting!”A single effective meeting can change the course of history for a company. Imagine if you could lead effective meetings EVERY DAY! You can, but it takes curiosity & practice. This article is a good place to start your journey to a more effective you. The post “Now THAT was a good meeting!” appeared first […]
- Never Respond to RFPs & Custom Proposal RequestsY'all who work at normal 9-5 jobs don't need to deal with the B.S. that is an RFP process (or rather you get paid to deal with it). But us freelancers gotta deal with a whole big bag of schtuff when it comes to custom proposals. Here's my quick-and-dirty RFP filtering process that I use […]
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