I need to send reminder emails to my customers 30 days prior to expiry

I

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.

  1. 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.
  2. You could load your contacts into Acuity and set up reminders to be sent 30-days prior to appointment.
  3. You could add your contacts in Drip or Mailchimp and use their date triggers to send emails.
  4. You could use appointment reminder software like Appointfix or GoReminders.

About the author

Rich Peterson

I've spent the last 10 years planning, mapping & reimagining the processes of hundreds of SMBs. Whether the goal is more money, more time, more clarity or more customer smiles, my insightful process is worth every minute for my successful clients.
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By Rich Peterson

About

For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.
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