Timon Dhaeze Coaching

A CRM with automatic follow-up, a chatbot on all DM channels, a daily briefing, a content engine and processing of every conversation, all linked together.

The question

One person who coaches, sells and creates content loses his days to follow-up, retyping and posting. The work around the coaching had to run by itself.

What we built

1. 01

   A CRM, fully set up

   Every lead comes in with its source in a fixed field and a tag, so you can see per channel what generates leads. On top of that, a sales pipeline, a custom task list and fixed tags that separate active clients from those who stopped.

2. 02

   A health check as lead magnet

   An online test that gives visitors a personal report and immediately adds them as a lead in the CRM, with an automatic follow-up email.

3. 03

   Automatic follow-up

   Anyone who signs up for something gets the right tag and joins the weekly email. Reviews are requested at fixed moments in every programme.

4. 04

   A chatbot on every DM channel

   Replies in their own voice on Instagram, Facebook and the other messaging channels, from a single inbox.

5. 05

   A daily briefing

   Every working day at 7 o'clock, a dashboard with the emails that need a reply, the calendar, the new leads, the content and advertising figures and the priority of the day. Completed tasks disappear on their own.

6. 06

   Every conversation processed automatically

   Recorded calls are turned every evening into a summary, action points on the task list, a draft message for the client and verbatim client quotes for content.

7. 07

   A content engine

   A theme every week and a post every day on a fixed weekly schedule, published to seven networks from one planner, plus three blog articles a week in three languages that only go live after a click on Publish.

8. 08

   A link with Meta

   Figures from Instagram and Facebook, ads and messages flow straight into the dashboards.

9. 09

   Client data protected

   Everything involving client data sits behind a login, with a second lock on the server.

What it delivers

Follow-up, reporting and publishing run without manual work. Your time goes to your customers.

Lead agency: het aibureau.