As an exit planner, you juggle multiple responsibilities — guiding business owners through complex transitions, managing client relationships, and growing your practice.
But what if you could free up time for high-value tasks while improving client engagement?
That’s where automation comes in.
By implementing automation, you can streamline processes, nurture leads, and improve client experiences while growing your business. Here are 10 powerful ways to use automation to enhance your exit planning practice and other service offerings.
1. Follow Up Immediately with a New Lead
When a potential client expresses interest, timing is everything. Automation ensures that a follow-up email or text is sent instantly, keeping your firm top of mind. This helps establish credibility and increases the likelihood of conversion.
2. Automate Appointment Scheduling and Reminders
Use automated booking tools to avoid the back-and-forth of scheduling. Clients can pick available slots on your calendar, and automated reminders reduce no-shows, ensuring a smooth workflow.
3. Follow Up with Networking Connections
When you meet potential clients and referral sources at events, you need to follow up right away to build the relationship. But when you head back to the office, urgent tasks can trump outreach. Set up an automation that will fire off an email after you scan their business card. This gets the conversation rolling and maximizes every connection.
4. Onboard New Clients Seamlessly
First impressions matter. Automate the repetitive tasks that occur when you bring on a new client, such as welcome emails, document requests, and explainer videos. This helps clients get up to speed quickly, making them feel supported and engaged — and making you look like the pro that you are.
5. Keep Leads and Customers Engaged Over Time
Not every lead is ready to engage in exit planning right away. With automated email sequences, you can nurture leads by providing valuable content, case studies, and industry insights until they’re ready to move forward. You can also introduce them to other services you offer.
6. Send Invoices and Payment Reminders
Late payments can disrupt cash flow. Automated invoicing and payment reminders keep your finances in order while saving you the hassle of chasing payments manually.
7. Send Satisfaction Feedback Requests
Client feedback is crucial for continuous improvement. Set up automated check-in emails and/or surveys after key milestones to measure client satisfaction and identify areas for growth.
8. Ask for Referrals
Happy clients are your best advocates. Automating referral requests makes it easy to encourage satisfied clients to introduce you to others who may need your services.
9. Clean Up Your Email List and Re-Engage Leads
Unengaged contacts on your email list increase the likelihood that your emails will go to spam. Automation software like Keap filters out inactive subscribers automatically, keeping your list clean and improving deliverability. This is also a great opportunity to re-engage contacts with an eye-catching subject line like “This may be the last time I email you.”
10. Automate Office Management Tasks
Managing a business comes with countless administrative tasks that can eat up valuable time. Automation can be a huge time-saver for repetitive tasks like requesting W-9 forms, processing job applications, training new hires, and more. Best of all, you don’t have to automate every task in a process — you can automate the repetitive tasks surrounding the tasks requiring a human touch and automatically remind your team members when they need to take action.
Ready to Automate Your Exit Planning Business?
Automation isn’t just about efficiency — it’s about creating a better experience for your clients while growing your business.
These automations work equally well for other types of services you may offer, such as accounting, legal, and financial planning services. Discover the pre-built automation solutions we've designed specifically for the EPI community at https://keap.com/epi, and start optimizing your practice today!
Related Resources:
