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Zapier > 实例探究 > 简化工作流程并节省时间:自动化如何改变数字营销顾问的业务
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Automating Client Onboarding in Digital Marketing: A Case Study

适用行业
  • 教育
  • 金融与保险
适用功能
  • 采购
  • 销售与市场营销
用例
  • 租赁金融自动化
  • 物料搬运自动化
服务
  • 培训
挑战
Julie Stoian 是一名数字营销顾问和技术教练,她面临着必须在课程和辅导业务中花费大量时间执行手动任务的挑战。这占用了她客户的时间,并要求她雇用员工来管理任务。
关于客户
Julie Stoian 是 ClickFunnels 的数字营销顾问和技术教练,也是 Create Your Laptop Life (CYLL) 的所有者。她经营着自己的小企业,希望保持较低的成本,同时仍然为客户提供优质的服务。
解决方案
朱莉转向自动化来简化她的工作流程并减少对手动工作的需求。她发现了 Zapier,一种应用程序自动化工具,它使她能够连接不同的应用程序并自动化流程。借助 Zapier,Julie 能够自动执行一些任务,例如加入新客户、发送 Slack 消息、创建 Trello 卡片以及为客户注册多个课程。
运营影响
  • The operational results of implementing automation in Julie's businesses have been significant. The automation of tasks has not only saved time and money but also improved the efficiency of her businesses. Onboarding new clients, which used to be a major timesink, is now handled instantly by Zapier. This has freed up time for Julie and her team to focus on more important aspects of their work, such as connecting with their clients. The automation has also eliminated the need for superfluous staff, further reducing costs. Moreover, the automation has allowed Julie to authentically connect with her audience more, enhancing the quality of her services.

数量效益
  • Automation reduced the time spent on onboarding new clients, freeing up Julie and her team's time for other tasks.

  • The need for additional staff was eliminated, saving costs.

  • The automation process now happens instantly, compared to the entire morning it used to take.

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