CRM + automations · Chapel Hill, NC
Chapel Hill CRM and automations built around the academic year
A Chapel Hill business plans around the university calendar. We set up a CRM that holds each customer's history, and we run the automations that keep in touch with them.
Why Chapel Hill businesses need a CRM tied to the school year
The University of North Carolina at Chapel Hill shapes the town's economy, and educational services, professional services and health care are its largest employers. Many local firms sell to students, parents, staff and clinicians in the same year.
A CRM records which group each customer belongs to. A tutor, a tailor or a bike shop can then send the right note to a parent in August and a graduate in May.
Automations around Franklin Street and Festifall
The Chapel Hill Downtown Partnership calls Franklin Street the iconic street and Rosemary Street the artistic one. In 2022 Festifall closed Church Street on three October Saturdays. A booth there meets people who may not know the shop.
We set up a sign-up path for the market, tag each name with the date, and send a thank-you the next day. A nudge follows weeks later, when the holidays approach.
Reminders for Chapel Hill appointments and bookings
Health care is one of the largest employment sectors in Chapel Hill, and UNC Health Care is a major presence. A practice or wellness studio loses money on each missed appointment.
A reminder can go out before each booking. We build it, test it, and keep it running with the wording you approve. If a customer replies to a reminder, the reply reaches you, and the automation stops for that person.
How we work with Chapel Hill owners
We start with a chart of how customers reach you. Then comes the CRM setup, your list moved in, and the first automations switched on one at a time.
The Durham Tech Small Business Center keeps an Orange County site on Rosemary Street with free counseling, and the Chamber for a Greater Chapel Hill-Carrboro runs trainings. We build from whatever you learn there. Each message is tested on our own accounts first, and you read the wording before it reaches anyone.
Questions from Chapel Hill owners
Our customers turn over every four years. Does a CRM still help?
It helps more. You keep each person's record as they move from student to alumnus to parent, so you can write to them when it makes sense instead of starting cold.
We are in Carrboro, next door. Is that fine?
Yes. Carrboro borders Chapel Hill, and many customers cross between the two. The CRM records each customer's address without caring where the line falls.
Can you work with a system our practice already uses?
We start with what you use. If it can send reminders and hold histories, we build on it. If not, we explain what we would change and why.
Sources for the facts on this page: Chapel Hill, North Carolina, Wikipedia · Chapel Hill Downtown Partnership · Festifall Arts Markets return to downtown Chapel Hill, Chapel Hill Community Arts & Culture · Small Business Center, Durham Technical Community College
Plan your Chapel Hill semester rush
Book a free call and tell us when your busiest weeks fall. We will say where we would start, and you can ask in the form for an in-person meeting.