Concierge Overview - How Does It Work?
Before we dive into the details of Concierge, let’s look at it from a high level to get a broad understanding of how it works.
Concierge assists you in building an automated marketing drip campaign for your clients. In this first version, there are three stages of the client journey included: Inquiry, Consultation, and Consultation Follow-up.
How does it work?
First, you need to make a Pathway.
Create a Pathway. Name it whatever makes sense to your business.
Add a Stage. Most often you will start with the first stage on a client’s journey, which is Inquiry.
Add Steps to the Stage. The steps are where all the touchpoints you want to have with your client are scheduled and created. For example, when a client makes an initial inquiry, you may want to:
Immediately respond with a welcome email and text message.
Follow up with an email in 1-2 days explaining the benefits of a consultation appointment.
Make a phone call another 2 days later inquiring if the prospect has any questions.
Send an email 3 days after the phone call sharing information about products, services or promotions.
Make a final phone call another 2-3 days later expressing genuine interest in addressing the prospect’s needs and helping in scheduling a consultation.
Add another Stage. Now you can add the next stage in the client’s journey, the Consultation Stage.
Add the Steps to the Stage. Add the steps to create the automated touchpoints you want to create with your clients.
And repeat for the final Stage.
Second, you will assign your clients to a Start Stage.
Last, you will monitor the Pathway touchpoint activity in the Concierge Tracking page.
That’s it!