Client follow-up system · strategic consulting case study
A client follow-up system, ready before the website even launched: that’s what Meriaky built for Marie-Andrée Mackrous, founder of Maison Saint-Denis. Now a prospect fills out her form, their record is created, the appointment gets confirmed and reminded on its own. So she keeps her head free for her clients.
Her own number
3 weeks
between the first scoping call and a follow-up system in production
Her business launched without a single follow-up done by hand. In fact, the system was running before the website.
The problem
Marie-Andrée was relaunching her business alone, after a partnership ended. She had already lived the all-manual way: “everything done by hand, every follow-up done by hand”. But this time, she wanted a simple system, one that protects her, from the very first client.
Every follow-up done by hand, one by one
A pile of tools that don’t talk to each other
No system, follow-ups scattered across emails
A launch where everything rested on her
A form that creates the client record on its own
Appointments confirmed and reminded automatically
Three pipelines: she sees where every client stands
And follow-ups go out without her thinking about it
The system
In other words, here is the journey of a Maison Saint-Denis client, from form to meeting.
The prospect fills out a form
HALTE or Porte-à-Porte, right on her website
Their record is created automatically
a single source, consent and follow-up recorded, no copy-pasting
The appointment is booked online
confirmation, reminders and a link to reschedule
The human touch
She shows up prepared
24 hours ahead, a profile review task is created for her
Without her
then acknowledgment emails and follow-ups go out on their own
The result
From the first call, she had said it: “I don’t want to get tangled up in 36,000 tools”. So, one single system. The follow-up system built for Maison Saint-Denis tracks every prospect from form to follow-up. And it was ready before the website even existed.
Before · tracking a prospect by hand, one by one
After · tracking a prospect automatic, straight from the form
Form, record, appointment, reminder, then follow-up. Without her.
3 weeks
between kick-off and a system in production, before the website launched
3 pipelines
exploration, HALTE, interventions: she sees everything at a glance
24 hours
before every appointment, her prep task is created on its own
Her own words
“I’m really happy. I’m proud of the product we have here. Mission accomplished, guys.”
“I feel like it really answers my need to know the business can run on things that are pretty much automated.”
Marie-Andrée Mackrous, founder, Maison Saint-Denis · Discover Maison Saint-Denis →
What she asked for“I have a pipeline that fills itself, that’s easy, that protects me.” And: “I want something that can grow.” Her words on the first call.
What she got“I feel like I got the VIP treatment.” But her autonomy too: “I built automations myself. That’s cool.”
In short
Meriaky first built Marie-Andrée her own workspace: a system with 3 pipelines, with 2 forms connected to her Squarespace website. Then, 2 online calendars with automatic reminders, plus acknowledgment emails and follow-ups that go out on their own, all compliant with Law 25. Finally, handover videos let her manage everything herself.
3 weeks, between the scoping call and the system in production. In other words, the system was running before the website even launched. Then, 30 days of support followed the go-live.
No. Marie-Andrée wrote the copy for her automated emails herself, for example, and she creates her own forms. She also keeps short videos that show how to adjust each piece. In short, the system belongs to her.
A 30-minute call. You leave with a clear idea of what’s costing you the most, and what we would automate first.
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