Making sure things are not forgotten.
WHAT THIS ADDRESSES
Deadlines missed because nobody remembered.
WHAT TO AUTOMATE
Renewal and expiry reminders Payment due and overdue notices Follow-up reminders Maintenance schedules Filing deadlines Certification and licence expiry
WHY EXPIRY REMINDERS MATTER MOST
Lapsed licences, domains, insurance and certifications cause disproportionate damage.
WHAT TO SET
Reminders with lead time, not on the day.
HOW MUCH LEAD TIME
Enough to act: renewals require preparation.
WHAT TO SET FOR CRITICAL ITEMS
More than one reminder, at decreasing intervals.
WHY
A single reminder arriving at a busy moment is dismissed.
WHAT TO ESTABLISH
Who receives each reminder.
WHY NAMED PEOPLE
Reminders to a shared address are nobody's responsibility.
WHAT TO AVOID
Too many notifications.
WHY
People stop reading them, including the important ones.
WHAT TO REVIEW
Whether each notification results in action.
WHAT TO REMOVE
Any that are routinely ignored.
WHAT TO AUTOMATE FOR CUSTOMERS
Confirmations Appointment reminders Delivery notifications Payment receipts
WHY THEY MATTER COMMERCIALLY
They reduce non-attendance, chasing and enquiries.
WHAT TO BE CAREFUL WITH
Frequency, and consent where required.
WHAT TO ENSURE
That automated messages are accurate and that they can be replied to.
WHY
Messages from an address nobody monitors frustrate customers.