← All RareSons services
CUSTOMER AUTOMATION
FOLLOW UP FASTER WITHOUT ADDING MORE BUSYWORK.
Practical lead, appointment, review, loyalty, and customer follow-up systems built around how the business already works.
CAPABILITIES
CUSTOMER AUTOMATION & CRM.
Select one service or combine several into a coordinated package. Exact scope, timing, customer ownership, access, vendor costs, media budgets, pricing method, and exclusions are confirmed before work begins.
Lead-capture forms
Quote, consultation, contact, service, and campaign intake forms.
Request a proposal for Lead-capture forms ›Automated email follow-ups
Reviewed follow-up sequences tied to customer actions and pipeline stages.
Request a proposal for Automated email follow-ups ›Appointment reminders
Confirmation and reminder workflows through approved providers.
Request a proposal for Appointment reminders ›Missed-call text-back
Consent-aware missed-call response workflows through an approved phone provider.
Request a proposal for Missed-call text-back ›Review requests
Customer-triggered review request and follow-up workflows.
Request a proposal for Review requests ›Customer reactivation campaigns
Reviewed offers and reminders for inactive or previous customers.
Request a proposal for Customer reactivation campaigns ›Birthday & anniversary offers
Permission-based retention messages and customer appreciation campaigns.
Request a proposal for Birthday & anniversary offers ›Quote follow-ups
Automatic reminders and tasks for estimates that have not received a response.
Request a proposal for Quote follow-ups ›Sales pipelines
Lead stages, assignments, follow-up dates, outcomes, and management reporting.
Request a proposal for Sales pipelines ›Digital coupons
Trackable offers with redemption rules, expiration, and campaign reporting.
Request a proposal for Digital coupons ›Loyalty programs
Repeat-visit and customer reward systems through approved technology partners.
Request a proposal for Loyalty programs ›QR-code campaigns
Trackable codes connected to offers, forms, menus, schedules, and landing pages.
Request a proposal for QR-code campaigns ›Simple customer portals
Secure places for files, approvals, requests, invoices, and project status.
Request a proposal for Simple customer portals ›THE RARESONS STANDARD
EVERY JOB HAS
A CLEAR HANDOFF.
- 01ScopeDefine the outcome, deliverables, responsibilities, timing, and approvals.
- 02CreateCollect content and access, then build the first organized proof.
- 03ApproveTrack feedback, revisions, written approval, and any production release.
- 04DeliverProvide final files, launch confirmation, vendor records, or monthly reporting.
CUSTOMER AUTOMATIONLET’S BUILD THE
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