In this post, I want to share the automation flow I’ve set up for our sold customers using Make.com and Airtable. This setup saves time and makes the process smoother for both our sales team and our customers. Let me walk you through how this automation works and the steps it takes from the time a sale is made to when the customer receives a personalized follow-up email.
The Process: Step-by-Step Overview
Our sales team has a link to a form on their cell phones. Whenever a customer makes a purchase, the salesperson can quickly input the necessary details. Here’s how it works:
1. Form Submission:
After the sale, the salesperson can take a picture with the customer and fill in the form with the following information:
• Customer’s name
• Customer’s email
• The vehicle purchased (with a dropdown for easy selection)
• The salesperson’s name
• Upload the customer photo
Once the form is filled out and submitted, all this information is uploaded to a database.
2. Automated Image Editing:
From there, the details are pushed to ChatGPT and Placid to add an overlay to the customer photo. This overlay includes the dealership logo, making it visually professional and branded.
3. Social Media Posting:
Once the image is edited, it’s downloaded and then automatically posted across all our social media platforms (Instagram, Facebook, etc.). This helps boost engagement and celebrate the customer’s new purchase with a custom caption.
An Example Post:
Here’s what a completed post looks like once it goes through the automation:
Congratulations to John Togba on the purchase of your 2015 Ford Fusion Titanium! A big shoutout to Xaviar Lara for providing excellent support in getting John into his new ride. We’re thrilled to welcome you to the Allways Atascosa family, John! We can’t wait to see you on the road. Everyone, let’s show John some love by liking and sharing this post! If you’re looking for your own dream vehicle, give us a call at 830-224-2391 or visit us at www.atascosacdj.com. #NewCar #FordFusion #AtascosaFamily
4. Email Generation:
After the post is live, the automation moves on to create an email. ChatGPT generates an email body and subject line based on the information submitted in the form. This personalized email is sent to the customer, thanking them for their purchase and including:
• A request for a review via our Google Review link
• A link to our Facebook page, encouraging them to like and share the post
The database is then updated to reflect that the customer has received the follow-up email.
Why This Automation Is a Game Changer
This automation flow is simple but highly effective. By automating social media posts and follow-up emails, we ensure consistent, high-quality communication with our customers without burdening our sales team. Plus, by integrating Google Review requests and encouraging customers to engage with our social media, we’re able to build stronger relationships and increase our online presence.
The key takeaways:
• Efficiency: The salesperson only needs to fill out the form once, and the rest is automated. • Consistency: The social posts and emails maintain a high-quality, branded message every time. • Customer Engagement: Follow-up emails include review requests and links to social media, promoting further interaction.
What You Can Do
If you’re looking to set up a similar automated flow for your business, feel free to reach out to me! Whether you’re in sales, marketing, or customer service, this setup can be customized to meet your business needs. Automation can help streamline your processes, improve customer follow-up, and save your team time while maintaining a personal touch.
This blog post provides an overview of your automation flow, highlights its benefits, and invites others to reach out to you for help with similar setups. Let me know if you want any changes or additional details!
