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25 THINGS EVERY

SMALL BUSINESS SHOULD AUTOMATE
ALLUVIO
ALLUVIO
KEY STAFF
CLINT BROWN, CEO
HALEY KIESER, PROCESS ENGINEER
Alluvio’s team is
full of recovering
perfectionists who
...
ALLUVIO
Alluvio uses a systematic
approach to make an
organization’s workflow more
effective, more efficient, and
more capab...
LEADS
ALLUVIO
1. RESPOND IMMEDIATELY TO AN EMAIL REQUEST
Enters Contact Request
Email Sent

Prewritten Template
Staff assigned t...
ALLUVIO
2. ASSIGN INBOUND LEADS TO A SALES REP
Internal Form
Alerts Sales Rep

to contact lead
Emails Customer 5 min. 

Af...
ALLUVIO
3. ALWAYS WIN AT PHONE TAG
Make note you called
“Sorry I missed you!”

“If I don’t hear from you,

I will followup...
ALLUVIO
4. FOLLOW UP WITH NETWORKING CONNECTIONS
Enter Information
Segment Contacts
Sent Brief Follow up email
General, Bu...
ALLUVIO
5. CAPTURE LEADS BY OFFERING FREE CONTENT
Web form that requests content
Enters name and email
Deliver Content rig...
SALES
ALLUVIO
6. SET FRAMEWORK FOR YOUR SALES PIPELINE
▸ 1. New Opportunity
▸ 2. Contacting
▸ 3. Engaging
▸ 4. Qualified
ALLUVIO
7. FOCUS ON YOUR HOTTEST LEADS
▸ Rank each lead based on engagement
▸ Lead Scoring
▸ Once deemed hot, tasks begin
ALLUVIO
8. LEAD NURTURING
Segment those

who need more time
Email Monthly
Gently push towards sale
▸ Educate
▸ Increase or...
ALLUVIO
9. WELCOME A NEW CUSTOMER
Purchase triggers 

welcome series
Thank you
Intro of the company
Helpful content Feedba...
E-COMMERCE
ALLUVIO
10. GENERATE REPEAT BUSINESS
Purchase 30-day Supply
At 25 Days

“Your supply is running low.

Would you like to st...
ALLUVIO
11. REMINDER OF ABANDONED SHOPPING CART
Item in their Shopping Cart
Don’t Purchase
Reminder Email
30-60 Minutes la...
ALLUVIO
12. KEEP UP WITH FAILED BILLING CHARGES
Credit Card Fails

or

Due to Expire
Tasked to Call Customer
Tasked 30 day...
CUSTOMER SERVICE
ALLUVIO
13. EASY ASK PROCESS FOR CUSTOMERS
Every email sent include “Contact” link
Assign contact to 

predetermined staff...
ALLUVIO
14. SEND APPOINTMENT REMINDERS
Form filled out by staff
Contact Info & Appt. Date
Email Sequence
Confirmation & remi...
ALLUVIO
15. CUSTOMER SATISFACTION SURVEY
Web Form Survey

after purchase
Keep it simple - 3 Tier
Positive
Assigned Predete...
ALLUVIO
16. ASK CUSTOMERS FOR REFERRALS
Ask for Referral
Give incentive or gift
Enter friend’s contact info
Assign predete...
ALLUVIO
17. CLEAN YOUR EMAIL LIST
Target Inactive Subscribers “Do you want to keep receiving emails?”
Yes
Remove as Inacti...
ALLUVIO
18. RETRIEVE LOST PASSWORDS
Web form on website
Enter email address
Syncs with Contact record
Customer receives PW...
ALLUVIO
19. SAY HAPPY BIRTHDAY
If not on file, send an email
Include web form to collect date
On entered date, Email sends ...
ALLUVIO
20. GAIN FOLLOWERS
▸ 1. Send invitation to check out one of your profiles
▸ 2. Add buttons at the end of every emai...
EVENTS
ALLUVIO
21. REGISTRATION PROCESS
Ticket Purchase
Or
RSVP
Thank you
Confirmation
Send Reminders

the closer the event gets
ALLUVIO
22. PROMOTE FACEBOOK EVENTS
OFFICE MANAGEMENT
ALLUVIO
23. MAKE ROUTINE TASKS MORE EFFICIENT
Segment as new customer
Assign a task reminder
Reminder includes contact inf...
ALLUVIO
24. SEND & RECEIVE DOCUMENTS
Segment/Tag contacts
When tag recognized,

Sent auto email to collect
Include form to...
ALLUVIO
25. COLLECT JOB APPLICATIONS
Contact information Confirm Contact Info
Answer series of 

pre-interview questions
Af...
QUESTIONS
INFO@ALLUV.IO
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25 things every small business should automate

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Description: Marketing automation is everywhere in your inbox. It’s the “sorry I missed you” email from a salesperson who just left you a voicemail. The birthday coupon from a restaurant. The reminder from a retailer that you added a product to your shopping cart but never clicked “buy.” Automation has become a key to success for top-performing companies, yet small companies lack in taking advantage of the opportunity. Small companies, too, can incorporate automation in every aspect of business: from capturing leads to closing sales to serving customers to checking routine office tasks off the to-do list. In this class, you’ll learn about 25 things every small business should—and can—automate and how automating processes is easier than you might think.

http://www.alluv.io

Published in: Business
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25 things every small business should automate

  1. 1. 25 THINGS EVERY
 SMALL BUSINESS SHOULD AUTOMATE ALLUVIO
  2. 2. ALLUVIO KEY STAFF CLINT BROWN, CEO HALEY KIESER, PROCESS ENGINEER Alluvio’s team is full of recovering perfectionists who are obsessed with the flow of things.
  3. 3. ALLUVIO Alluvio uses a systematic approach to make an organization’s workflow more effective, more efficient, and more capable of adapting to an ever-changing environment. We work with unique businesses experiencing uncommon growth challenges to achieve strategic growth.
  4. 4. LEADS
  5. 5. ALLUVIO 1. RESPOND IMMEDIATELY TO AN EMAIL REQUEST Enters Contact Request Email Sent
 Prewritten Template Staff assigned to Followup
  6. 6. ALLUVIO 2. ASSIGN INBOUND LEADS TO A SALES REP Internal Form Alerts Sales Rep
 to contact lead Emails Customer 5 min. 
 After phone call Introduces Sales Rep. Leaving Customer Impressed
  7. 7. ALLUVIO 3. ALWAYS WIN AT PHONE TAG Make note you called “Sorry I missed you!”
 “If I don’t hear from you,
 I will followup tomorrow.” Reminder to followup
  8. 8. ALLUVIO 4. FOLLOW UP WITH NETWORKING CONNECTIONS Enter Information Segment Contacts Sent Brief Follow up email General, But Personal
  9. 9. ALLUVIO 5. CAPTURE LEADS BY OFFERING FREE CONTENT Web form that requests content Enters name and email Deliver Content right away!
  10. 10. SALES
  11. 11. ALLUVIO 6. SET FRAMEWORK FOR YOUR SALES PIPELINE ▸ 1. New Opportunity ▸ 2. Contacting ▸ 3. Engaging ▸ 4. Qualified
  12. 12. ALLUVIO 7. FOCUS ON YOUR HOTTEST LEADS ▸ Rank each lead based on engagement ▸ Lead Scoring ▸ Once deemed hot, tasks begin
  13. 13. ALLUVIO 8. LEAD NURTURING Segment those
 who need more time Email Monthly Gently push towards sale ▸ Educate ▸ Increase or Decrease frequency ▸ “Contact Us” link directed to sales rep
  14. 14. ALLUVIO 9. WELCOME A NEW CUSTOMER Purchase triggers 
 welcome series Thank you Intro of the company Helpful content Feedback or Referral
  15. 15. E-COMMERCE
  16. 16. ALLUVIO 10. GENERATE REPEAT BUSINESS Purchase 30-day Supply At 25 Days
 “Your supply is running low.
 Would you like to stock up?” Include clickable link to purchase
  17. 17. ALLUVIO 11. REMINDER OF ABANDONED SHOPPING CART Item in their Shopping Cart Don’t Purchase Reminder Email 30-60 Minutes later Reminder Email 2 One Week Later Gently Push towards Purchase
  18. 18. ALLUVIO 12. KEEP UP WITH FAILED BILLING CHARGES Credit Card Fails
 or
 Due to Expire Tasked to Call Customer Tasked 30 days before CC
 expires to Call Customer
  19. 19. CUSTOMER SERVICE
  20. 20. ALLUVIO 13. EASY ASK PROCESS FOR CUSTOMERS Every email sent include “Contact” link Assign contact to 
 predetermined staff Notified to Call Customer
  21. 21. ALLUVIO 14. SEND APPOINTMENT REMINDERS Form filled out by staff Contact Info & Appt. Date Email Sequence Confirmation & reminders Option to Reschedule Assign Predetermined staff
  22. 22. ALLUVIO 15. CUSTOMER SATISFACTION SURVEY Web Form Survey
 after purchase Keep it simple - 3 Tier Positive Assigned Predetermined Staff
 to follow up Negative Thank You Ask for them to share more
  23. 23. ALLUVIO 16. ASK CUSTOMERS FOR REFERRALS Ask for Referral Give incentive or gift Enter friend’s contact info Assign predetermined staff
 to call referral
  24. 24. ALLUVIO 17. CLEAN YOUR EMAIL LIST Target Inactive Subscribers “Do you want to keep receiving emails?” Yes Remove as Inactive No Stop receiving emails
  25. 25. ALLUVIO 18. RETRIEVE LOST PASSWORDS Web form on website Enter email address Syncs with Contact record Customer receives PW Include link to login
  26. 26. ALLUVIO 19. SAY HAPPY BIRTHDAY If not on file, send an email Include web form to collect date On entered date, Email sends Make it personal
  27. 27. ALLUVIO 20. GAIN FOLLOWERS ▸ 1. Send invitation to check out one of your profiles ▸ 2. Add buttons at the end of every email you send out ▸ For those who aren’t on social media ▸ Have them let us know ▸ Software will know to not ask in the future
  28. 28. EVENTS
  29. 29. ALLUVIO 21. REGISTRATION PROCESS Ticket Purchase Or RSVP Thank you Confirmation Send Reminders
 the closer the event gets
  30. 30. ALLUVIO 22. PROMOTE FACEBOOK EVENTS
  31. 31. OFFICE MANAGEMENT
  32. 32. ALLUVIO 23. MAKE ROUTINE TASKS MORE EFFICIENT Segment as new customer Assign a task reminder Reminder includes contact info - Save time Send out gift
  33. 33. ALLUVIO 24. SEND & RECEIVE DOCUMENTS Segment/Tag contacts When tag recognized,
 Sent auto email to collect Include form to upload Submits Untag Doesn't Reminders
  34. 34. ALLUVIO 25. COLLECT JOB APPLICATIONS Contact information Confirm Contact Info Answer series of 
 pre-interview questions After submission,
 Tasked to review & schedule
  35. 35. QUESTIONS
  36. 36. INFO@ALLUV.IO

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