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Print Workflow and Processes: Ways to Automate Customer Experience and Proofing Approvals

Print Workflow and Processes: Ways to Automate Customer Experience and Proofing Approvals

Automate Customer Experience and Proof Approvals – Episode Summary

In this forward-thinking episode of The Print University, Ryan McAbee and Pat McGrew explore how print shops can automate both customer experience (CX) and the proofing/approval process to reduce labor, accelerate decision-making, and boost repeat business. Perfect for teams building printing industry training programs for new employees, deploying MIS software training for print production, or delivering outsourced training for print production staff, this course reveals tools and strategies that unlock measurable efficiencies.

The episode spotlights four automation tools:

  • Plan Prophet: Automates customer engagement through persona-based nudging (quote follow-ups, inactivity reactivation, upsell emails) integrated with leading MIS systems.

  • LoyaltyLoop: Automates post-sale surveys (including Net Promoter Scores) to trigger real-time alerts for detractors, passives, and promoters—enabling service recovery and targeted outreach.

  • Good2Go: Streamlines proofing and order onboarding with automated nudges and AI-driven “Order Pilot” functionality that reads emails, extracts job specs, and builds initial tickets.

  • PageProof: A universal review platform supporting Adobe, Microsoft, video, and 3D files with tiered approvals and integrations into tools like Monday and Canva.

Together, these platforms free up CSRs and sales reps to focus on strategy instead of manual tasks. More importantly, they remove friction for the customer—making approvals, feedback, and reorders easier and faster.

You Will Learn:

  • How to automate quote follow-ups, job reactivation, and marketing campaigns

  • Why post-sale surveys and NPS tools improve retention and flag service issues

  • How Good2Go uses AI to extract job specs from email and streamline onboarding

  • When to use PageProof for multi-format, multi-level proofing and creative workflows

  • Where automation reduces bottlenecks and improves customer satisfaction

Who This Course Is For:

Print business owners, CSRs, marketing managers, workflow engineers, and software leads implementing MIS software training for print production, print shop employee onboarding templates, or outsourced training for print production staff

Time to Watch:

Approx. 30 minutes