Tracy Fishburn creates memory bears and keepsakes from meaningful clothing. Like many coaches and course creators, she has skilled, personal work to complete alongside the administration required to run the business.
She said RMM was helping her automate standard business admin tasks. One example makes that much more concrete: a quiz connected to the right follow-up.
From quiz idea to connected journey
Tracy used Studio AI to help create the quiz, then used workflows so she could see when somebody completed it and follow up with the appropriate emails.
‘Workflows and Studio AI helped to create a quiz where I can see if someone has completed it and follow up with the right emails.’
A standalone quiz can collect answers. A connected quiz can also update the contact record, apply useful information and trigger a relevant response.
The CRM and pipeline behind it
Tracy also highlighted pipelines for tracking enquiries. That means the system isn’t limited to sending an email and forgetting the contact. It can support a visible process from new interest through to the next agreed action.
For a handmade keepsake business, enquiries may need personal discussion. Automation doesn’t replace that care. It handles the predictable administration so the owner can focus on the part that needs a person.
Support during setup
Tracy said she had many questions at the beginning and Steve helped with the initial setup. That feedback is useful because automation often feels easy once it works, but the first version requires decisions about triggers, messages and exceptions.
The right question isn’t ‘Can this platform automate things?’ Most can. Ask ‘Can I understand, test and maintain the automation in my own business?’ You can see RMM pricing to check how workflows and CRM features are included.
A sensible first automation
Choose one repeatable process with a clear start and finish. Build it, test every branch and watch it run with real enquiries before adding more complexity.
