Efficient Meeting Management & Customer Lifecycle Automation

This project involved creating a complex automation system to manage various aspects of the customer lifecycle, focusing on meeting scheduling, communication, post-meeting processes and purchase flow. By integrating multiple tools and platforms, this solution significantly improved efficiency and customer satisfaction.

Customer-Centric Meeting Management: Utilized Salesmsg API & Calendly for timely and personalized communication with customers, including pre-meeting confirmations, reminders, and status updates centered around the customer's perspective along with post-meeting file management.

CRM Integration: Synchronized data between various platforms (Monday CRM, Keap) to maintain accurate customer information and track progress.

Document Handling: Automated document generation and delivery (DocuSign) based on customer actions and purchase information & integrated Zapier for ease of handling.

Automated Lead Management: Captured leads from Typeform & Squarespace forms and updated relevant systems (Monday CRM, Salesmsg, Keap) for effective follow-up.

Time-Zone Aware Automation: Ensured timely and relevant communications by incorporating customer's time-zone considerations into workflow design.

Complex Workflow Development: Demonstrated proficiency in building intricate workflows involving multiple platforms and APIs.

Customer Lifecycle Management: Effectively managed customer interactions from initial contact to post-purchase stages.

Data Integration and Synchronization: Ensured seamless data flow between different systems for comprehensive insights.

Time-Zone Management: Implemented robust time-zone considerations for effective communication and scheduling.

Lead Data Management: Efficiently transferred lead data from Typeform & Squarespace to Monday CRM for further processing.

Make

Monday

Salesmsg

Calendly

Docusign

Zapier

Keap

Dropbox

Typeform

Squarespace