CRM Service Line Launch
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Fong Menante#crm
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This workflow promotes new service lines to existing CRM contacts through targeted messaging. It segments the CRM, crafts personalized messages with A/B testing, and optimizes lead capture based on performance. Engagement is tracked to analyze results and refine the call to action for maximum lead generation.
Segment CRM
Reviewed
AI Generated
Define the criteria to segment the existing CRM contacts for the new service line promotion. Conside
Service Line Details
Reviewed
User Input
Input all relevant details of the new service line. Include a description of the service, its key be
Generate Personalized Message
AI Generated
Generate personalized message content (email/SMS) for each CRM segment, highlighting the new service
A/B Test Message Variations
Reviewed
AI Generated
Create 2-3 different versions of the message (email/SMS) for each segment. Vary elements like subjec
Review & Approve Messages
Reviewed
User Input
Manually review and approve all generated message variations for each segment. Ensure accuracy, clar
Send Message
User Input
Automate sending messages to contacts in the CRM based on their segment, evenly splitting the distri
Track Engagement
Reviewed
User Input
Monitor opens, clicks, responses, and conversions from sent messages for each A/B test variation. Co
Analyze A/B Test Results
Reviewed
AI Generated
Determine the winning message variation based on engagement metrics (e.g., click-through rate, conve
Lead Capture Optimization
Reviewed
AI Generated
Based on A/B test results, refine the call-to-action (CTA) and lead capture method in the message. T