Client journey

Find all related resources here.

Retention & Upsells

Bolt-ons

The Cash Collecting Challenge System
Custom Branded App
The Recurring Reminder System
The Cancelled Subscription Reactivation System
The Failed Payment Follow Up System

Docs

Reduce Client Drop Offs With The Client Journey Tracker
Subscription notification
Payment notification

Onboarding & Nurture

Bolt-ons

The Webinar System
The Free Community System
The Community Value Add System
The STS-Checkin System
The T&Cs System

Docs

How To Automate Content To Clients On Specific Weeks Throughout Your Onboarding
How To Add Additional Weeks To Your Client Journey Tracker
Leverage Your Time With The ‘STS-checkin process’
Personalise Your Onboarding Process Communication
Manage Your Client Management Pipelines

Booking & Show-Up

Bolt-ons

The Paid Calendar System
The WhatsApp Follow-Up System

Docs

How To View Your Appointments Inside Your STS CRM™
How To View Appointment Cancellation Reasons
How To Update Appointment Status
How To Trigger Automations After Contacts Message
How To Automate Follow Ups Based Off Replies Or No Replies

Lead Gen & Qualification

Bolt-ons

The Lead Funnel System
The Automated Messenger System
The Call Closing Chatbot System
The Sales Success System
The Lead Scraping System

Docs

How To Automate Google Drive Folder & File Creation
How To Use The Random Split Function
How To Add A Pinned Note To An Opportunity
How To Auto-Disqualify Leads & Auto-Cancel Appointments
An Overview Of Your Lead & Customer Journey

© 2024 Systemised To Scale Ltd. All rights reserved. Privacy Policy | Terms of Use