Refined Wellness - Process Automation & AI Integration
For Refined Wellness, our team implemented seamless automation and AI-driven solutions to enhance operational efficiency and improve client experiences. Using Make, we automated appointment scheduling, reminders, and follow-ups. Additionally, we integrated AI-powered tools to create personalized wellness plans tailored to individual client needs. Marketing workflows were also automated to nurture leads, converting them into loyal customers. These integrations allowed Refined Wellness to offer a more streamlined, personalized service, boosting customer engagement and satisfaction.
A key focus of our work was Keap campaign management, where we designed and automated marketing workflows to nurture leads, engage clients, and drive conversions effectively.
Keap Campaign Management & Marketing Automation
We developed highly targeted, multi-step campaigns within Keap, ensuring that each lead received timely and relevant communication based on their interactions with the brand. These campaigns included:
Lead Nurture Sequences: Automated email and SMS follow-ups were triggered after a prospect signed up for a consultation or downloaded a wellness guide. Each sequence was designed to build trust, educate leads about Refined Wellness’s offerings, and guide them toward booking a service.
Appointment Scheduling & Follow-Ups: Using Keap’s automation tools and Make (formerly Integromat), we streamlined appointment scheduling, ensuring that clients received confirmation emails, reminders, and post-appointment follow-ups automatically. This reduced no-shows and improved client retention.
Training of the Team: We trained the team on key management of the System.
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