How a Client Management Software for Small Businesses and Email Marketing Software Work Together to

It’s important to know where your potential clients are in the buying process. Some of them might be ready to buy, but some of them might just be getting to know who you are. Knowing how to engage with both kinds of audiences is key in your communication and can help you convert everyone into paying customers. You will just need to learn how to use email marketing together with great client management software for small businesses.

Step 1: Use Email Marketing to Warm Up Colder Leads

This is for the audience who isn’t ready to buy yet, those who are scrolling through your Instagram or looking through your website but are not ready to commit. To warm them up, direct them to a subscribe button or form. Once you’ve got them on your email list, you can send them consistent content that will allow them to get to know you and your business better.

Your emails do not need to be heavily related to your business. In fact, it’s good to offer value and show that you are an expert in your field. Offer advice or education instead of sales pitches. Leads will then interact with you more and will remember you when they are thinking more seriously about your services.

Step 2: Take the plunge

If you have been paying attention to your cold leads for several months, it is time to take the plunge and "make the ask."

Instead of education and advice, you will now send content about your services. Make sure to include a CTA (call to action) in all content so that everyone on your email list knows how to take the next step. This is key to growing your business.

Step 3: Turn Hot Leads Into Clients With a Client Management Software for Small Businesses

While your email marketing software is great at helping you stay in contact with your email list, a client management software for small businesses shines at converting leads who are ready to buy or book with you. You’ll get them to sign online invoices in no time!

Learn how:

When you send that email with your ask, be sure to link your CTA to your webpage with an embedded contact form. As soon as leads submit your contact form, they are automatically added to your client management software for small businesses.

All within a client management software for small businesses, you can:

• Set up email automations to respond to your inquiry automatically (and even send automated follow-up emails with our client workflow automation software if you don’t get a response)

• Monitor exactly how many leads you have and what stage they’re at

• Send them customized marketing materials (and eventually online contracts when it is the right time)

If you are not ready for email marketing software, you can still do all of the above in client management software.

Your email marketing software and client management software for small businesses work together. By following this advice, you’ll be turning hot leads into paying clients and growing your business before you know it.

I write about the tools of crms to help other small businesses and freelancers who are getting started themselves or just want to gain more knowledge. I hope that the information I provide helps you grow your business!