To give your clients that special, personalized touch, you'll want to get to know them and what they really need by asking some key questions—like their important dates, how they like to work, and their goals for their business. But let's be honest, tracking down all that info manually can be a challenge. That’s where automations come in handy; they make it easier for you have all the info right at your fingertips when you need it. This way, you can focus on delivering the amazing service your clients deserve.