Staying in touch with clients is critical for building relationships and winning repeat business. But when your schedule is packed, it can feel impossible to follow up with everyone. Luckily, automation tools can take care of the heavy lifting—without making your messages feel robotic. In this blog, we’ll show you how to automate your follow-ups while keeping the personal touch that clients value.
Segment Your Contacts for Targeted Messaging
The first step to effective automation is organizing your contacts into meaningful groups.
- Why It Matters: Clients at different stages of the buying or selling process need different types of communication.
- How to Do It: Use your CRM to segment contacts into categories like “new leads,” “active buyers,” and “past clients.”
- The Personal Touch: Customize templates for each group to ensure your messages feel relevant and specific.
For example, new leads might receive tips on the buying process, while past clients get personalized anniversary check-ins.
Use Automation Tools That Allow for Personalization
Not all automation tools are created equal. Look for ones that make personal touches easy.
- Top Picks: Tools like Mailchimp, Follow Up Boss, and BombBomb let you add personal details like first names, recent interactions, and even video messages.
- Keep It Human: Add your voice by including a friendly tone or specific references to past conversations.
- Timing Is Everything: Automate follow-ups based on key milestones, like post-meeting recaps or closing anniversaries.
By combining automation with personalization features, your clients will feel like you’re speaking directly to them—not sending a mass email.
Schedule Check-Ins That Feel Timely and Genuine
Consistency is key to staying top of mind, and automation can help you stay on schedule.
- Set It and Forget It: Use your CRM to schedule check-ins for important dates like birthdays, anniversaries, or six-month updates.
- Add Value: Include helpful resources, market updates, or personalized advice in your messages.
- Show You Care: Even a quick “Thinking of you” email goes a long way toward maintaining relationships.
When done well, automated check-ins feel thoughtful, not transactional, building stronger connections over time.
Automate Smarter, Not Harder
Automation doesn’t have to mean sacrificing the personal touch your clients appreciate. By segmenting your contacts, using personalization-friendly tools, and scheduling timely check-ins, you can stay connected without feeling overwhelmed. Invest in the right systems now, and you’ll create lasting relationships that keep your pipeline full—all while reclaiming precious time.
