Communicate with Customers
Step 4: Create Your Client List
Key Takeaways
- Mobile Tech RX has a customer relationship management (CRM) tool. This helps you keep track of and communicate with all of your customers. Add customers from the app, from the Admin Portal, or upload them from a spreadsheet.
What To Do Before the Next Step
- Create a few new clients in the app for practice.
- Bulk upload your client database. (We can help!)
Step 5: Set Up Client Text Alerts
Key Takeaways
- Client text alerts is a great way to communicate with customers. Ask for reviews, send maintenance reminders, or check in and offer a promotion. These are personal and direct messages you can send to your client base that will help increase your recurring revenue.
- Create default text templates in your Admin Portal. Add a disclaimer and contact information so your clients can contact you.
What To Do Before the Next Step
- Create a few alert templates in your Admin Portal.
- Send out a text alert to your phone number as a test.