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Over 60% of your business should be repeat business and the only way to make that happen is through the follow-up. The problem with follow-up is that without a good system it can eat up a ton of your time. If you sell consumable products, for example, you want a system that will auto sell to them when they run out.

But how do you get repeat business without spending all your time in your email or phone? The simple answer is in a follow-up CRM like MailChimp. I spent countless hours researching CRM’s for our follow-up system and MailChimp offers the best for the price.

I will say, it is not the best CRM out there. But there is a huge price jump when you start looking at advanced features and customer service. MailChimp does offer a free version, but for business purposes, I recommend upgrading to the Essentials package at a minimum.

Audiences, Groups, and Tags

For the purpose of this post, I am going to assume the primary source of contact leads comes from your website forms or funnels. In MailChimp, you want to start by setting up an Audience. An audience is basically a big group of all your contacts. MailChimp recommends to only have 1 audience per business. Depending on your package, you may be allowed to have more than one Audience.

The next level of organization is Groups. This is where the money is. If you format your forms on your website properly, you can have leads auto added to a group. Contacts can also be a part of more than one group. Put a pin in that idea, we will discuss that in the campaigns section of this post.

Tags are to flag your contacts for certain actions within MailChimp. You can use tags to trigger events and keep your audience organized. You can name both Tags and Groups whatever you want them to be named. Your audience will not see these fields in any form of communication

Welcome email follow-up

You can create an email that will automatically be sent to a new lead added to your audience. One of the most frustrating things from a consumer’s perspective is when they sign-up for something on a website and it takes hours to days to get a follow-up from the company.

You are able to set up welcome emails that will automatically, or on a schedule, go to your new leads. Not only that, but you can set up a series of emails to send on a schedule or triggered actions called campaigns.

Auto Campaigns

Campaigns are the gold to MailChimp. One word of caution is that you want to map the customer journey before sitting down and designing your campaign. Sometimes campaigns can get pretty complicated. The more triggers, the easier it is to get lost.

Thank you for reading today. For more information on social media posting or digital marketing in general, check out our blogpage and feel free to comment or contact us with any questions.


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