Client & Customer Relations SupportLilly Hart
I help businesses deliver a smooth, professional, and personalized client experience—from first touchpoint to long-term relationship. Whether it's onboarding workflows, CRM tagging, or consistent follow-ups, I make sure your client communications are organized, timely, and on-brand.
What's included
Client Onboarding Workflow Setup
Build and document a structured onboarding process—including intake forms, welcome emails, CRM tagging, and internal task assignment—to create a polished first impression.
Email Sequences & Follow-Ups
Write or organize automated or manual follow-up emails for key moments in your client journey (after calls, delivery of services, check-ins, etc.).
CRM Segmentation & Tagging
Organize your client database with clear segmentation, custom fields, and tags to personalize communication and track relationship status.
Ongoing Client Communication Support
Handle or prep email replies, appointment reminders, status updates, and more, so clients feel seen and supported.
Internal Client Status Dashboards
Set up clear internal dashboards or checklists showing where each client is in their journey, what’s been done, and what’s coming next.
Lilly's other services
Starting at$40 /hr
Tags
ClickUp
Gmail
Kit
monday.com
Notion
Community Manager
Customer Success Manager
Customer Support Representative
Service provided by
Lilly Hart proSan Francisco, USA
- 5.00
- Rating
- 8
- Followers
Client & Customer Relations SupportLilly Hart
Starting at$40 /hr
Tags
ClickUp
Gmail
Kit
monday.com
Notion
Community Manager
Customer Success Manager
Customer Support Representative
I help businesses deliver a smooth, professional, and personalized client experience—from first touchpoint to long-term relationship. Whether it's onboarding workflows, CRM tagging, or consistent follow-ups, I make sure your client communications are organized, timely, and on-brand.
What's included
Client Onboarding Workflow Setup
Build and document a structured onboarding process—including intake forms, welcome emails, CRM tagging, and internal task assignment—to create a polished first impression.
Email Sequences & Follow-Ups
Write or organize automated or manual follow-up emails for key moments in your client journey (after calls, delivery of services, check-ins, etc.).
CRM Segmentation & Tagging
Organize your client database with clear segmentation, custom fields, and tags to personalize communication and track relationship status.
Ongoing Client Communication Support
Handle or prep email replies, appointment reminders, status updates, and more, so clients feel seen and supported.
Internal Client Status Dashboards
Set up clear internal dashboards or checklists showing where each client is in their journey, what’s been done, and what’s coming next.
Lilly's other services
$40 /hr