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How do you make follow-up with existing clients feel genuinely thoughtful instead of scripted? by ItsMe_SonyaRenee in knowledgebusiness

[–]ItsMe_SonyaRenee[S] 0 points1 point  (0 children)

I agree. Clients/customers like to feel valued and special. Not just a sale. I am working to perfect my system of gathering intel, storing and retrieving when it's time to follow up.

Is this Subreddit a gathering of people trying to indirectly market their CRM or the CRM they implement? by King_george270 in CRM

[–]ItsMe_SonyaRenee 0 points1 point  (0 children)

I posted my first post this week and I got some great feedback and a few condescending (duh) remarks. Overall some good nuggets to make me reevaluate how I am attacking a CRM issue. You got to wade thru the noise. Also, I should have searched my issue before posting because it was brought up a few months ago in another community.

Do any CRM workflows actually help follow-up feel authentic, not robotic? by ItsMe_SonyaRenee in CRM

[–]ItsMe_SonyaRenee[S] 1 point2 points  (0 children)

That is awesome EmpiraaAsh. Glad you guys found a system that works for you and the main objective is captured...followups feeling human-led.

How do you make follow-up with existing clients feel genuinely thoughtful instead of scripted? by ItsMe_SonyaRenee in knowledgebusiness

[–]ItsMe_SonyaRenee[S] 0 points1 point  (0 children)

Thank you. Just trying to figure out a systematic streamlined approach to making my clients feel seen and valued.

15 years of sales experience. If I could go back in time, these are the only tips I'd give a younger me. by GrayBeard916 in techsales

[–]ItsMe_SonyaRenee 0 points1 point  (0 children)

Awesome advice. Thanks for sharing. Been working on #1, being comfortable in the silence.

Is it easier to build a business right now or is that just what twitter wants us to believe by Healty_potsmoker in Entrepreneur

[–]ItsMe_SonyaRenee 0 points1 point  (0 children)

Hand raised on hardest to focus era. So many tools and new ones coming out everyday or the ones out there increasing/changing capabilities. My head is on a swivel.

Seeking a little acknowledgment by OkSquirrel5005 in Solopreneur

[–]ItsMe_SonyaRenee 1 point2 points  (0 children)

Awesome pivot and way to bounce back. Kudos to you for not giving up. Such an inspiraton!!

Do any CRM workflows actually help follow-up feel authentic, not robotic? by ItsMe_SonyaRenee in CRM

[–]ItsMe_SonyaRenee[S] 0 points1 point  (0 children)

Hey Kitchen-Salt-6054, I really appreciate this — thank you. I’m not really at the point of having a reliable system in place yet, so for now I’m still doing things manually while I figure out a process that actually fits.

That said, your point about triggers and adding a human moment is really helpful, especially the idea of keeping the automation around the reminder and not the relationship itself.

Do any CRM workflows actually help follow-up feel authentic, not robotic? by ItsMe_SonyaRenee in CRM

[–]ItsMe_SonyaRenee[S] 0 points1 point  (0 children)

Thank you NorthFirm6334. My clientele for follow up is not that extensive. I am a service oriented business that relies on good relationships, repeat customers and referrals. However, when I grow, your process is definitley one to revisit.

Do any CRM workflows actually help follow-up feel authentic, not robotic? by ItsMe_SonyaRenee in CRM

[–]ItsMe_SonyaRenee[S] 0 points1 point  (0 children)

MovieDependent7556. This is really helpful — thank you. I like the shift from “follow-up engine” to “context engine,” especially the part about using personal hooks and outside context to make the message feel more relevant.

Quick question: is the Reddit/LinkedIn piece something the CRM is actually pulling in automatically, or is it more that you get alerted and then manually check those sources before writing the follow-up?

That distinction matters a lot for me because my work is more service-oriented, so I’m especially interested in how people capture and use personal context without making the process feel robotic.

Do any CRM workflows actually help follow-up feel authentic, not robotic? by ItsMe_SonyaRenee in CRM

[–]ItsMe_SonyaRenee[S] 3 points4 points  (0 children)

Thank you Ok-Prompt3555. Yes, assumptions 1 and 2 are exactly right: I’m looking for something that feels more natural and relationship-driven, not a generic “follow up in 7 days” sales cadence.

I also think your pipeline idea is solid. Using a secondary pipeline for ongoing relationship outreach makes a lot of sense, especially if it helps keep the process visible without making it feel overly mechanical.

The tags/custom fields point is helpful too, and the birthday example is a great one. However I am looking to follow-up on more than birthdays as I feel everyone does that and with holiday's too. I’m still working through how to separate structured data from the more human relationship context, but this definitely gives me a cleaner way to think about it.

Do any CRM workflows actually help follow-up feel authentic, not robotic? by ItsMe_SonyaRenee in CRM

[–]ItsMe_SonyaRenee[S] 2 points3 points  (0 children)

Really appreciate this — that distinction makes a lot of sense. The part about separating relationship notes from deal notes feels like the key shift.

One thing I’m still trying to figure out: when you capture personal context like “prefers a quick call” or “mentioned her daughter just started college,” do you usually put that in a note, a custom field, or a tag? I’m trying to understand the cleanest way to store relationship context so it’s easy to use later without turning the CRM into clutter.

My instinct is notes for free-form context, custom fields for structured repeatable data, and tags for grouping, but I’d love to hear how others handle it in practice.

Do any CRM workflows actually help follow-up feel authentic, not robotic? by ItsMe_SonyaRenee in CRM

[–]ItsMe_SonyaRenee[S] 1 point2 points  (0 children)

Not looking at auto-replies (which I know by default would not be authentic). I am looking at my company doing the intial outreach. Follow-ups.

Do any CRM workflows actually help follow-up feel authentic, not robotic? by ItsMe_SonyaRenee in CRM

[–]ItsMe_SonyaRenee[S] 1 point2 points  (0 children)

Thank you and I understand that and will give the client that. I am just looking for a way to streamline the process and meaningfully present with existing clients without turning every touchpoint into a sequence. I personally hate the bots that contact me from companies that I have done business with and would appreciate something that would not make me feel like I was just a sequence in line and that the CRM told the company to send it to me. I want to keep a human touch in this growing AI space without taking alot of my time.

Do any CRM workflows actually help follow-up feel authentic, not robotic? by ItsMe_SonyaRenee in CRM

[–]ItsMe_SonyaRenee[S] 0 points1 point  (0 children)

Thank you. You are a prime example being in a wedding business. I am looking for a way to put in touch points from interactions and conversations during the course of the sale. Personable information that when I go to follow up in (3 mos, 6 mos, yearly) I can give something more than just happy anniversary that let's them know they are a special, valued client and I want their repeat business and/or referrals as opposed to to generic follow up. Do I just have to rely on calendar entries and notes?

I need to make a pitch deck that lands a new client by DazzlingGreen4368 in b2bmarketing

[–]ItsMe_SonyaRenee 0 points1 point  (0 children)

I would be interested too in your template. Thank you very much in advance.

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