Zac Adler - The Holistic Alliance

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“This system is amazing! In less than two weeks, I have:

1. Completely systematized a lead management system that blows away what we ever could have done before. Now, every lead is followed up with perfectly. For cold leads, they get emails. The warmer leads get a series of direct mail pieces, and the best get routed to my sales people. It’’s simple, it’’s effective, and it’’s automatic. Woohoo!

2. Completely systematized product fulfillment. We literally used to have a big whiteboard on the wall with all the steps that needed to be completed for each new client, and we’d check off boxes, and erase, and try to manage getting it all done that way.

Now, it’’s all automatic. The system sends the right messages to the new client, the right tasks to our customer service people, and if anything falls out I get notified. Customers get taken care of professionally, and our people just take care of their task lists. You can’’t imagine what a relief this is.…

3. Built a ‘client engagement’ system. Because we sell online services on a subscription model, to manage churn we’’ve got to make sure that new clients actually use what they subscribed to.

We integrated your API into our software, so now when a client signs up they’’re sent ‘first step’ instructions and reminders. When they actually complete those first steps, they get ‘second step’ instructions. We’re trying to get them more involved with our service by encouraging them with just the right messages at the right time, as opposed to bombarding them with a big to-do list all at once.”

“This is brand-new, so it’’s too early to say what’s going to happen here, but we’re excited about it!”

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“Thanks for all your help! I’’ve got the ‘autopilot’ bug now, and am constantly looking for ways to systemize everything. With any luck I’m going to automate my way out of a job soon!””

- Zac Adler
  President
  The Holistic Alliance
  yourHA.com