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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
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