Client Engagement

Part of my role at Wingmate involved ensuring our clients were up to date on the product and engaged with the features our team was building.

I worked directly with the CTO to produce email broadcasts and campaigns that introduced or highlighted updates and new features but also engaged clientele with information regarding their business dealings in the Wingmate application.

These tasks also included working with a Contracted Designer, Marketing, and the Customer Success departments to structure emails, write copy, and make decisions on what visuals would be included.

Company
Wingmate

Year
01/2022-03/2023

Platforms

This React launch email was the culmination of our development team’s year long project. Just before deployment we put this together so that clients knew what sort of changes to expect but also to provide them with the opportunity to use the revamped application in Beta testing.

This was ultimately the most effective way we began conversations with clients about product improvements.

The structure of these short How-to emails was simple:

  1. Offer a value proposition at the beginning of each email followed by a short explanation.

  2. Include 3 steps illustrating the simplicity of a given feature, using quick animations to grab attention.

  3. A Call to Action at the end of each email linking directly to the feature added an interactive element.

In the case of the Team Broadcast feature, we were introducing something new we knew users would like to take advantage of so we looked to grab attention early.

The feature started being used the day after release.

Feature Emails

Community Emails

One campaign we started was planned to more efficiently make clients part of the design process.

This composition invites users to be a part of how the product is made. As stakeholders something we valued at Wingmate was user personalization and we wanted to make that message clear.

Business Prospect Emails

Lastly, we began a campaign that informed managers of the number of business prospects that had not been updated. This also acted as a reminder from us that helped build good will.

This composition aimed to drive user engagement and communication, including the ability to take action directly from the email. As a motivation for growth, we offered a glimpse of some business leads that needed action in order to bring in revenue.

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CRM Continued - Increasing Team Communication