3 Easy Automations To Keep Your Customers Happy

Make More Time for Life

I quit the corporate career I loved because I couldn't manage career + side-business...
My content is dedicated to help 'ultra-busy' people like you create a full time or side business on your own terms.

Read Time: 2min / Work Time: 2hrs

Wanna know my biggest dream (It might be yours too)? Wake up, press a button and voila – my whole business works completely on autopilot.

Pipe dream? Perhaps…but in the pursuit of a ‘one-button’ solution I’ve come across some pretty interesting ways to automate tasks.

Here are 3 cool and simple systems that helps me keep customer AUTOMATICALLY happy 😂

Onboard Well

Buyers-remorse start the minute someone buys from you. Leave no question unanswered with an automated email (or text) sequence.

Every time a person buys from me, they get an automated email sequence (built in Convertkit) with all the info they will need to:

  1. Get access
  2. Give the first step/get results
  3. Keep the momentum
  4. Get the next steps

Some of my onboarding (or welcome) sequences can be 30-day long with 10+ emails.

Here is a snapshot of the AUTOMATE program (former Straight To Evergreen) welcome sequence.

Intentional Auto-Replies

If you have a ‘support’ email, you should have the most common questions listed right there.

On my autoresponder I always list:

  • Thank You note + assure that ‘we got their email’
  • Business response time (1 workday)
  • Links to log in to programs
  • Instructions to reset password
  • Links to the latest promotion or content to give them something to ‘read’ while they wait 🙂

Chat Widgets

WarmWelcome has been a great way to support our leads and has replaced the ‘book a call’ almost entirely. Huge time and hassle saving.

With WarmWelcome you can record a quick video and have a direct line to message your team. We get notified right away and anybody can respond with a text, voice or video message!

Here is how it looks like on my page:

Automating your customer interactions is not that hard with ConvertKit, Gmail & WarmWelcome but the benefits don’t stop there…

  • Nip ‘buyers-remorse’ in the bud
  • Reduce refunds
  • Help customers get better results
  • Increase sales with on-demand support
  • Avoid burnout and task shuffling (that’s for you solopreneurs and part-timers!)

Trust me, nothing kills the enthusiasm for your business like a bunch of customer support emails first thing in the morning (I’ve been there!).

So take a couple of hours this week to build this auto support system…They will thank you instead!


Want More Ways to Put Your Business on Autopilot? Here are great posts on the topic:

Make 1 Piece Of Content Last All Year (Expert Promo System)
Small Evergreen Offers To Build Today
Build the Skills To Become a Course Creator

Full Disclosure: Some of the links in this email are affiliate links and I might get a tiny commission if you buy using my links…that said, I only recommend because I've used them myself for years.

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Hi, I'm Roberta

What I really love is to park my 40-yo bod on a beach, sip Bellinis and hang out with the fam....so I'm on a quest to make my business work for me  and enjoy more of that good life!

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Roberta West

Even when I didn't have money to buy lunch, I always knew I was meant for so much more...

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If you are not making sales every day, you are still trading time for money (even with a digital program). Create your first automatic program with the 'AUTOMATE' system.