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The 5 Emails You Need For A Seamless Client Service Process

Once a lead or client books your service, it’s important to keep in touch frequently to build a positive relationship right from the start. The best way to do this is to create meaningful touchpoints throughout your customer’s experience with you.


The process should be simple for you and even more simple for your customer!


Here are the key 5 emails you need to use to make sure your client has a seamless and easy experience with your business.


a) Confirm appointments or meetings. There is nothing more frustrating to a prospect or client than when they book your services online and receive nothing afterward to let them know you received their information and payment. The confirmation email is the most important part of your communication strategy. With Bookup, you can easily set up these confirmation emails that will go out automatically without you having to lift a finger!

b) Let them know what to expect. Every new client needs a welcome email that includes how they can prepare for their appointment and offers more information about your business and how you operate. Keep it short and sweet but ensure it makes them feel valued. This email should be scheduled to go out as soon as possible after the confirmation email. This can easily be done using Bookup’s easy email interface.

c) Send courtesy reminders. Customers can get busy and distracted and may inadvertently forget about their next appointment with you. And that’s a situation that no business owner wants, because time is money! Sending a reminder ahead of their appointment helps ensure that your client never misses their time slot and that you’re making the most of your schedule. Doing this is a breeze with Bookup’s easy-to-use system that allows you to quickly set these to go out at the interval you choose.


d) Close the loop after the appointment or meeting. It may not seem important to do this, but a completion email that confirms the service was completed and all payments have been made show your customer that you care about the details. This also allows you to make sure they have all the paperwork they need for their files. This is another way that Bookup can help!

e) Always, always follow up. The worst thing you can do for your business is not asking for more of it! When you send a courtesy follow-up email, you are inviting the customer journey to continue. In the email, you want to ask about the customer’s experience and encourage them to book again while thanking them for their business.


Using email as your main way to communicate in between appointments and meetings is one of the key things you can do to help your business grow. Automating this task is a simple and cost-effective with Bookup. Now you can concentrate on what you do best and leave the rest to Bookup!