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More than just a monthly invoice…

When you sell a security membership to your customers, it’s likely that the most correspondence they get from you is an invoice once a month. What if you did more than this, nurturing your customers so that they feel noticed and appreciated? Would they be more likely to renew their contract at end of term?

Nurturing your customers can be done automatically using Infusionsoft, connected to your simPRO account with SyncEzy.

  • Trigger a new customer contract campaign when you create a recurring job in simPRO, automatically sending a welcome email with key contract details, such as start date, end date, level of membership or benefits.
  • The following week send an update or a case study of a business just like theirs.
  • Set timers so emails go out each month with security tips.
  • Send a complimentary something or lucky draw invite every six months, festive season wishes, or something else special and unique to members.
  • In 9 months you could send reminder that membership is expiring in 3 months and a click through to renew with an early renewal discount.
  • Create automation for internal reminders to staff to call your customers if they don’t renew their membership by a certain date.

The options are endless, and you can customise your automated campaigns to suit your business and perfectly compliment your workflow and customer goals.

If you’d like to find out more about how you can get this happening for your business, contact us today.

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