Automated Client Follow-Up Workflow

Automated Client Follow-Up Workflow

Manual follow-ups caused lost leads.

Challenge

Staff could not reliably track outreach timing.

Solution

Implemented automated personalized email and reminder workflows.

Tech Stack

Python • Flask • PostgreSQL • SMTP • APIs

Impact

40% higher conversion • 15 hours/week saved

Automated Client Follow-Up Workflow
Automated Client Follow-Up Workflow
Automated Client Follow-Up Workflow
Automated Client Follow-Up Workflow
Automated Client Follow-Up Workflow
Automated Client Follow-Up Workflow

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