Follow Up Without the Overwhelm: Automate Without Losing the Human Touch
Select date and time
Wednesday
November
5
06:00 PM
Your clients trust you with some of their most important decisions—and yet, staying on top of every call, email, reminder, and follow-up can feel impossible.
This webinar is built specifically for high-trust professionals who want to deliver elite service without spending their evenings chasing reminders or apologizing for dropped balls.
We’ll show you how to use Segwik to maintain strong client relationships, keep deadlines on track, and automate outreach without ever sounding robotic.
You’ll learn how to:
Set up automated reminders for meetings, filings, and check-ins
Organize contacts and communication timelines clearly
Automate nurture emails that still sound like you
Build trust with structure—not just good intentions
This webinar is for:
✅ Attorneys and legal professionals
✅ Accountants and CPAs
✅ Financial planners and insurance agents
✅ Consultants and coaches
✅ Any high-touch service provider who juggles multiple clients
