Automated Client Follow-Up Workflow

Automated Client Follow-Up Workflow

Manual follow-ups caused leads to slip through the cracks.

Challenge

A small service business needed consistent follow-ups but lacked staff to track client outreach manually.

Solution

Implemented an automated workflow sending personalized emails and reminders based on client activity, integrating with the CRM and calendar.

Tech Stack

Python • Flask • PostgreSQL • SMTP • APIs

Impact

Leads contacted on time 100% of the time • 40% higher conversion rate • Staff saved 15 hours/week

Automated Client Follow-Up Workflow
Automated Client Follow-Up Workflow
Automated Client Follow-Up Workflow
Automated Client Follow-Up Workflow
Automated Client Follow-Up Workflow
Automated Client Follow-Up Workflow

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