Client Success with Processology

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Process Assessment

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Client Story

My Signature

Amanda Houck | CEO | New York, USA

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My Signature Implements seamless email automation and CRM systems to increase customer engagement

The Client

My Signature is a business visibility coach for women who are new entrepreneurs and want to attract their first or a stream of clients. Amanda, CEO at My Signature, helps clients grow their business and build brand awareness through one-on-one coaching.

The Challenge

My Signature’s email marketing and CRM strategy had gone awry, causing serious damage to their customer journey. Amanda needed help to rework on her email and CRM processes so that they are aligned with her business goals.

The Solution

By assessing existing processes, we uncovered gaps in My Signature’s operations that were the hidden reason behind all the chaos. 

We documented the ideal customer journey and analyzed various options to find the best fit solution. By going through various improvement opportunities, we developed a new email in CRM automation system that realigned the customer journey.

The Outcome

By redesigning the email automation and CRM system, Amanda could now let a sigh of relief as everything started falling into place. The data clearly indicated that there was progress and the customer journey was back on track.

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