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Used to swear by automated onboarding flows, then a client showed me otherwise
I was all about setting up drip campaigns for new clients until one company lost a $5k deal because their system sent the wrong sequence to a manufacturing firm. They brought me in to audit, and I realized personal check-in calls beat automation every time for complex B2B services. Has anyone else found manual touchpoints work better for certain industries?
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thomas_roberts1mo ago
That personal check-in call's what saved the $5k deal or just the starting point?
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danieltaylor1mo ago
Lost a deal myself once because an automated email called a CEO "Valued Customer.
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