We are a small business and we currently use google sheets to monitor expiry dates for our customers. This is quite time consuming, however all our information is contained in google sheets and backed up daily. We use google sheets because of the real time function.
We were thinking of upgrading our process by creating a code in the spreadsheet to email customer and business owner with a generic text to remind them of their next safety inspection. Reminders will automatically send me an email when they are due and also the client. These email alerts are commonly sent 30 days prior to the inspection date in the spreadsheet.
Answer
There are plenty of ways to set this up that make it a little easier for you.
You could upload your customer data into a custom Podio app (free trial) and use the Globiflow add-on to trigger a personalised email using database info to be sent 30-day prior to an inspection.
You could load your contacts into Acuity and set up reminders to be sent 30-days prior to appointment.
You could add your contacts in Drip or Mailchimp and use their date triggers to send emails.
Question: I’m stuck trying to set up Zoho territories setup and assigning based on Geographic Locations at the Leads Level in Zoho. I am a single user and need to sort and prospect the leads based on their geographic location. I am in Melbourne, Australia and Propose to set up 5 Regional territories and 7 …
Question: Our team uses a very complex Typeform and we heard that you were an intake form expert, someone who can streamline a funnel. We also heard that you’re a business solutions architect who can help us streamline it. Where we are at in the process: – We use Typeform Professional and max out all of …
Question: I am running an Airbnb business, since I need a team work software, I tried Asana. But it will be more helpful if it can automatically generate cleaning tasks from Airbnb calendar. Since we need to inform cleaners to do cleaning every time when the guests check out. Do you know any other software …
Question: We need advice on how to best organize and manage tasks and workflow for our fitness brand. We are looking for a coach who can help fine tune our systems, make sure tasks are completed by our team, and assist in sales funnel development. We are a fitness brand with just under 500k following …
I need to send reminder emails to my customers 30 days prior to expiry
Question Details
We are a small business and we currently use google sheets to monitor expiry dates for our customers. This is quite time consuming, however all our information is contained in google sheets and backed up daily. We use google sheets because of the real time function.
We were thinking of upgrading our process by creating a code in the spreadsheet to email customer and business owner with a generic text to remind them of their next safety inspection. Reminders will automatically send me an email when they are due and also the client. These email alerts are commonly sent 30 days prior to the inspection date in the spreadsheet.
Answer
There are plenty of ways to set this up that make it a little easier for you.
Related Posts
Zoho help needed for mapping CRM territories
Question: I’m stuck trying to set up Zoho territories setup and assigning based on Geographic Locations at the Leads Level in Zoho. I am a single user and need to sort and prospect the leads based on their geographic location. I am in Melbourne, Australia and Propose to set up 5 Regional territories and 7 …
I need a Typeform / Intake Form Expert – Complex form architecture, funnel optimization & connecting to CRM
Question: Our team uses a very complex Typeform and we heard that you were an intake form expert, someone who can streamline a funnel. We also heard that you’re a business solutions architect who can help us streamline it. Where we are at in the process: – We use Typeform Professional and max out all of …
An Airbnb workflow
Question: I am running an Airbnb business, since I need a team work software, I tried Asana. But it will be more helpful if it can automatically generate cleaning tasks from Airbnb calendar. Since we need to inform cleaners to do cleaning every time when the guests check out. Do you know any other software …
We need business management help for our fitness brand
Question: We need advice on how to best organize and manage tasks and workflow for our fitness brand. We are looking for a coach who can help fine tune our systems, make sure tasks are completed by our team, and assist in sales funnel development. We are a fitness brand with just under 500k following …