4 Automations for Service Providers to Keep Clients Engaged

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If you’re a service provider, you know how much work goes into maintaining your business; all those moving parts and tasks can add up and take valuable time away from your core operations.

Fortunately, many tasks can be simplified by automation. Below, we’ve outlined four process automations for service providers that can save you valuable time and energy by streamlining key workflows.

Convert accepted proposals or signed quotes into invoices

Manually transferring information from proposals and quotes to an invoice can be tedious and time-consuming. Luckily, there’s a way to make the whole process much simpler.

Many eSign solutions, such as DottedSign, have custom integrations that are able to trigger invoices via payment processors. That means that a signed quote or accepted proposal can easily be converted into an invoice. This will not only save you the time you would’ve spent entering that information twice, but will also ensure accuracy in your books.

This type of automation is also supported by the invoicing processes in platforms like PayPal and Ascend by Wix.

Overdue invoice reminders

As a business owner, you need to make sure that you’re getting your payments in a timely manner – but not all clients are always as reliable as we’d like them to be. Sometimes gentle reminders are in order. And those can be automated!

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For when a client needs a nudge about that overdue invoice, you can set reminders that will automatically be sent. Or, if this is a conversation you’d like to have with the client personally rather than through automation, you can set a reminder for yourself in your project management software, like Asana or Monday.com. That way, you’re reminded to follow up.

Re-engage one-time clients

It’s helpful to stay fresh and relevant in the minds of all your past and present clients, even if you only worked with them once. To do this, we recommend checking in at least once every three months in order to solicit follow-up meetings for new business.

For the time in between these check-ins, it’s beneficial to send out newsletters with helpful information, industry news, or any new content you’ve published. This is one of the best ways to boost engagement with your audience.

Promote reviews on popular platforms to increase visibility

Racking up positive reviews on platforms like Bark, Fiverr, DesignRush, and more is a great way to boost the visibility and reputation of your business. But how do you encourage people to leave reviews?

We suggest setting up automatic emails that are sent once a project is marked “finished.” These emails should ask the customer to share feedback on the platforms through which you generate business. Sometimes all it takes is a little nudge!

Not only will positive reviews increase your standing, but you can also turn them into content to post to your social media or your website.

Trust Business Intelligence to Help

Running a business takes work, but it doesn’t have to be difficult. With a little help from automation, processes can be handled with ease and efficiency.

If you want to ensure you’re running your business as smoothly and effectively as possible, Business Intelligence offers a range of services to help along the way. From integrated business workflows to lead generation, there’s something every business can benefit from. Contact us today to learn how we can help you.

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