Dreamwinds

The Dream Scenario: Automating 80% of our Manual Business Processes Led to a Significantly Improved Customer Service and a Decrease in Operating Expenses

Delivering better customer service and driving down operating costs: a powerful 1-2 punch

of applications replaced by TIEIT
Annual cost-savings
ROI

Meet Dreamwinds

Tracey Evans’ business, Dreamwinds Equine Assisted Learning, combines personal development and teaching life skills through interactions with horses. Delivering exceptional client interaction while meeting growing operational demands required a new and innovative approach to running her business.

Tracey’s business sells various products, such as training certifications, programs sold to individuals, and custom programs.

Through TIEIT’s platform, Tracey streamlined her operations, enhanced client engagement, and achieved scalability without significantly increasing costs.

Dreamwinds Challenges

Like many small business owners, Tracey Evans did a lot of manual and time-consuming tasks when she started Dreamwinds Equine Assisted Learning. She sent mass emails from one software and then sent manual follow-ups to prospects when she remembered. She had to send event reminders, invoices and receipts to customers manually.

As Tracey explored how to grow her business, it was obvious that all the administrative work would be a major challenge and will hinder her growth.

How Did TIEIT Help Dreamwinds Grow Quicker

The solution to Tracey’s growth challenge was TIEIT, which offered the key functionality that she needed. Tracey embraced TIEIT’s Automation functionality, which allowed her to automate everything from client communications to payment processing and event management.

Tracey utilized these key features in the following ways:

Automated the client journey, ensuring that from the moment a client registers for an event; they receive timely and informative communications, including reminders and preparatory instructions.

Integrated an easy online payment method to allow leads to purchase services online through her website using TIEIT’s online payment functionality. This increased sales, streamlined the intake process, integrated invoicing and payments into a seamless process that saves time and enhances the client’s experience.

Integrated an easy online payment method to allow leads to purchase services online through her website using TIEIT’s online payment functionality. This increased sales, streamlined the intake process, integrated invoicing and payments into a seamless process that saves time and enhances the client’s experience.

A key part of Tracey’s enthusiasm for TIEIT was that it was an all-in-one platform that replaced stand-alone tools like MailChimp, PayPal, and Zapier.

“It was not only the technology savings of hundreds of dollars per month, but the ability to replace manual work done by full-time employees. Automating messaging to clients allowed us not to drop leads and lose sales because we weren’t talking to customers.”

Without the efficiencies delivered by TIEIT, Tracey wouldn’t have been able to do half of what she’s currently doing. “I can’t even imagine the communication debacle that would have occurred if I had so many clients that I was trying to ensure that they got all the information they needed after a purchase. Now I’m able to focus more on growing my business.”

Automate the client journey, ensuring that from the moment a client registers for an event; they receive timely and informative communications, including reminders and preparatory instructions.

It streamlined financial transactions that integrate invoicing and payments into a seamless process that saves time and enhances the client’s experience.

Utilize the CRM system to manage client data effectively. This enables personalized and targeted communications that build a more meaningful connection between the business and its clients.

I was looking for a CRM solution and had no idea there was an all-in-one alternative. I was thrilled to learn about TIEIT. Before that, I had multiple software applications. TIEIT delivered more features and saved me money that I was spending on various apps.

Tracey evans

“For me, TIEIT was about automating the sales cycle and creating efficient customer journeys,” Tracey said. “It was really about streamlining my business from top to bottom.”

A key part of Tracey’s enthusiasm for TIEIT was that it was an all-in-one platform that replaced stand-alone tools like MailChimp, PayPal, and Zapier.

“It was not only the technology savings of hundreds of dollars per month, but the ability to replace manual work done by full-time employees. Automating messaging to clients allowed us not to drop leads and lose sales because we weren’t talking to customers.”

“For me, TIEIT was about automating the sales cycle and creating efficient customer journeys. It was really about streamlining my business from top to bottom.”
Tracey Evans
CEO of Dreamwinds

Maximizing the impact of TIEIT

Tracey’s deployment of TIEIT’s automation features was key to harnessing its full potential. Automating manual tasks freed up valuable time to focus on core business activities, such as program development and client engagement.

“The cycle is fully automated with no manual intervention. It operates like a machine with no downtime,” Anu says. According to Anu, TIEIT is a no-brainer for startups and small businesses that need to streamline their operations with a platform that offers CRM, email marketing, billing, Web forms, and dashboards.

“Within TIEIT, I count six to eight products that companies can use, and it’s all-in-one with TIEIT.”