What We Did
STEP 1
LEADCAPTURE
WORKFLOW
✅ Designed an intuitive digital form to collect all necessary client details in one step.
✅ Automated CRM synchronization for real-time data updates and zero manual entry errors.
✅ Created an instant approval and verification system to eliminate onboarding delays.
STEP 2
AUTONURTURE
WORKFLOW
✅ Set up an automated follow-up sequence triggered immediately after onboarding.
✅ Personalized communication (emails & SMS) based on client behavior.
✅ Smart notifications to remind clients about service renewals, updates, and exclusive offers.
STEP 3
UPSELLING
WORKFLOW
✅ Integrated one-click service upgrades directly within email, sms or social sequences.
✅ Triggers follow-ups with additional incentives, testimonials, or limited-time promotions, increasing the likelihood of conversion.
AI-Powered Marketing Workflows for CorePlus Technologies
Client: CorePlus Technologies
OBJECTIVE:
Create a seamless, end-to-end automation system that streamlines onboarding, nurtures client relationships, and maximizes revenue.
All without requiring additional manual work from staff.
CHALLENGE:
CorePLUS Technologies faced a disjointed client journey due to manual and inefficient processes. Their challenges included:
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Slow and fragmented onboarding, causing delays and client frustration.
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Lack of structured follow-up, leading to disengaged clients post-onboarding.
Results
✅ 30% Faster Onboarding: Automated data collection and approval processes.
✅ 45% Increase in Client Retention: Ongoing, personalized engagement through AutoNurture kept clients informed, leading to stronger relationships and increased loyalty.
✅ 60% Reduction in Manual Work: By automating the entire client journey, CorePLUS reduced administrative workload by 60%, freeing up staff to focus on high-value tasks.
✅ 20% Boost in Recurring Revenue: The combination of improved onboarding, engagement, and upselling drove a significant increase in recurring revenue over a 3-month period.