Automating Nurture Emails: A Case Study on Squared Up

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In the fast-paced world of startups, efficiency is key. Squared Up, an application mapping and monitoring solution, was no exception. The startup was faced with the challenge of scaling their processes without increasing their budget. The team was stretched thin, with everyone handling multiple roles, including sales. The main challenge was managing and nurturing new leads without a dedicated sales team. The company needed a solution that would allow them to automate their processes, particularly in managing new leads, issuing trial licenses, recording information, and sending nurturing emails throughout the trial period.

Squared Up is a startup that provides an application mapping and monitoring solution. The company operates in a fast-paced environment where everyone handles multiple roles, including sales. As a startup, Squared Up is focused on efficiency and scaling their processes without increasing their budget. They strive to create a steady flow of new leads to ensure the survival and growth of the company. Squared Up is committed to building the right processes from the start and is always looking for ways to streamline their processes and remove manual effort.

Squared Up turned to app automator Zapier to automate their processes. Zapier allowed Squared Up to automate a significant amount of functionality, including the management of new leads, issuing trial licenses, recording information in a central database, and sending nurturing emails throughout the trial period. Squared Up used customer relationship manager (CRM) Podio to house their leads. Paired with two of Zapier's homegrown applications, Webhooks and Filter, the team was able to manage leads with a handful of Zaps. Zaps are bridges between two or more apps, connecting tools that are normally separate. Depending on the status of a new action in Podio, Squared Up would send a specific email. If the status cleared the filter, Zapier would send off an email through webhooks. Squared Up also used Zapier to automate their social media posts, saving time and increasing efficiency.

• The use of Zapier has allowed Squared Up to automate a significant amount of their processes, resulting in increased efficiency and cost savings. The automation of new leads management, trial licenses issuance, information recording, and nurturing emails has eliminated the need for a dedicated sales team to handle these processes. This has allowed the team to focus on other important tasks, thereby improving overall productivity. The automation of social media posts has also saved time and increased Squared Up's online presence. The company has been able to scale to hundreds of large enterprise customers without funding and with just a small team supporting sales and marketing efforts. The success of this automation strategy has led Squared Up to explore other areas where they can streamline their processes and remove manual effort.

• Automated management of new leads, saving time and resources

• Automated issuance of trial licenses, increasing efficiency

• Automated recording of information in a central database, improving data management