Does Your Website Have A CRM? Are New Leads Automatically Added?
A CRM (Customer Relationship Management system) helps you keep track of leads and clients in one place. Ideally, your website forms should push new inquiries straight into your CRM automatically-without manual re-entry. This ensures no leads slip through the cracks and helps you respond faster. Most CRMs integrate with WordPress and other platforms via plugins or APIs.
Consistently Use Email Marketing To Communicate To Leads And Customers
Email marketing remains one of the most effective ways to nurture relationships. Create a consistent schedule-monthly, biweekly, or whatever fits your business-to share updates, offers, and helpful tips. Segment your list into groups like leads, customers, and past clients for more targeted messaging. Well-executed email campaigns drive repeat business and keep your brand top of mind.
Have You Setup Your Email For Optimal Delivery Or Is It Going Into Spam
Even the best emails won’t work if they end up in spam folders. To improve deliverability, configure your SPF and DKIM records in your DNS settings-this tells email providers you’re legit. Also consider using a professional SMTP service to handle outbound email. Regularly test where your messages land and tweak settings if you see deliverability issues.
Confirm Employee Calendar Integrations For Website Bookings
If you offer online booking, double-check that employee calendars sync correctly. Sometimes integrations disconnect when staff leave, passwords change, or permissions expire. Test that appointments booked online still show up on the correct calendars. Missing appointments can damage your reputation and cost you sales.
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Matt Yerkes
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614-594-0046