Is the work recurrent or ad hoc? 6. Who from your email list client's company will be involved? Know your point of contact – will you be working with a founder, ceo, vp, or middle manager? 7. Questions for us: this form should be designed to help you plan your exploratory call with a client. Including a space where the customer can ask questions helps you better prepare for what might come up during a call. Your business type determines what questions you need to cover and when you ask them. Miss efficiency's sara stein uses a form tool and automation to request the customer information she needs, when she needs it.
Sarah stein runs an accounting firm called miss efficiency. It helps small businesses deal with accounting challenges, and integrating them is the first step. Mzwdwjwip q218hhmz4 inefficiency ft1sara stein of miss efficiency. Sarah also integrates activecampaign with email list typeform, a service that lets you create forms and surveys to collect information from your contacts. Including typeform in their welcome automation allows them to:capture important customer admission information ask why new customers choose miss efficiency request feedback and send a net promoter survey ask for referrals from other companies provide a place to make suggestions sarah uses typeform and automation to send a series of emails.
This is how she obtains and gives important information email list about customers. His first three are:welcome. In her first email, sarah welcomes the new customer to the company. For customers, this is backed up with a handwritten thank you cardhow we work. Introducing new contacts to the team helps them see who they will work with and builds trust. What to expect from us . Many small businesses don't really understand accounting. It's a topic that causes anxiety, so telling them exactly what to expect is a big help. To fully onboard her customers, she needs a lot of customer information. In her last email, she requests all the information she needs for a thorough client intake process:4. What we expect from you.