1. Access the Client Journey Tracker
Open the platform, go to "Opportunities," and locate the "Client Journey Tracker" board with weekly stages.
2. Set Up Communication Automation
Go to "Automations" and scroll to the folder for the client journey tracker.
3. Choose the Week for Communication
Select a week (e.g., Week 3) where you want to trigger a message.
4. Add Communication
Click the desired week, and add an automation, such as an email or SMS.If SMS is selected, and you have the WhatsApp bolt-on, the message will divert to WhatsApp automatically.5. Customize Messages
For SMS: Add text and custom values like client names.For Email: Choose sender name, subject line, and email content. Use custom values like first names for personalization.6. Create or Use Email Templates
Navigate to "Emails and Socials" > "Templates" to create or use pre-built templates.Drag and drop elements, add your text, custom values, and include a footer with an unsubscribe option.7. Save and Deploy Automation
Once messages are set, save the automation. Communication will automatically go out at the chosen intervals (Week 5, Week 8, etc.).
8. Consistency in Client Experience
These automations ensure consistent communication, enhancing customer experience and reducing churn.
