After going over our 2*2*2 follow up system, here is some advice from one of our founding executives:
I needed a system for follow up too. I started using an email scheduler. It is saving my sanity! Mine is called Right In Box, though there are others.
As soon as my customers order, I mail them a post card thank you. I write these in bulk so I just have to print a label when they order. I check my dash every day and print a label. Easy.
As soon as my customers order, I also pop over into my email and schedule an automatic email for 2 weeks and 2 months later. I have templates that I copy/paste. All I have to do is add the customer's email address and hit "send later" Now I don't have to remember to follow up. Before, I was marking these in my planner for certain days each month. I function much better this way.
Once a month, I add all of my new clients to Mail Chimp and I send a monthly newsletter through that too. I highlight new wraps (SSE, Hostess Exclusive), seasonal trends, bookings, etc.
I've found that putting my customer follow up on auto-pilot has given me more time to focus on my team.
