Updated: Jun 22
Setting up a smart system to do the work for you or your admin is a no brainer. Free up time for your administrative staff to do more important work than sending out routine templated email by using customizable warm messages to client's until they are fully engaged and willing to schedule. Automations can take those routine tasks that occur over and over again in your practice off of the hands of your valuable human staff so they can focus on the more person centered interactions that make that real connection with your clients.
When you think of ROI for Automations, there are two main ones, time and money. How much time did these automations give back to your staff and you, and how much money did it save your practice by doing that. I analyzed 3 automations that I use to determine how much time it saved my staff and there for money it saved me.