Automating Digital Product Delivery: A Case Study on Techno-PM and Zapier

Techno-PM is a company that provides project management templates. It was founded by Swapnil Wale, who, after spending 15 years in IT and project management, had created a vast library of presentations, pitches, projects, dashboards, and more. Recognizing the value of these resources, he started Techno-PM to sell these tried and tested resources to fellow project managers. The company's primary function is to deliver these project management templates to customers. However, the manual process of delivering these digital products was time-consuming and inefficient, prompting Swapnil to seek a more effective solution.

Swapnil Wale, the founder of Techno-PM, a project management template producer, was facing a significant challenge in delivering his digital products to customers. The process was manual and time-consuming, requiring Swapnil to monitor each purchase, confirm payment, and then send an email to the customer with their digital product. This process was not only inefficient but also unsustainable as it took away valuable time that could be used for managing growth and creating new resources. Furthermore, the lack of an immediate delivery system for digital products was potentially damaging to the customer experience, as customers expect instant access to digital products post-purchase.

Swapnil found the solution to his problem in Zapier, an app automation tool. He used Zapier's automated workflows, known as Zaps, to streamline his product delivery process. He built a Zap that connected PayPal with Gmail, which triggered an automatic email to the customer with a download link every time a successful purchase was made. This ensured instantaneous delivery of the product once the payment was successful, enhancing the customer experience and reducing the potential for fraud. Additionally, Swapnil added an extra step to his Zap to build his newsletter list. After the Gmail step, Zapier placed the customer in a specific MailChimp list. Depending on the platform a customer used to make a purchase, either Shopify or Gumroad, Zaps would take the customer's information and add them to MailChimp. This automation not only improved the delivery process but also freed up Swapnil's time, allowing him to focus on strategic business goals.

• The implementation of Zapier's automated workflows significantly improved Techno-PM's operational efficiency. The automation of the product delivery process not only enhanced the customer experience by ensuring immediate delivery but also reduced the potential for fraud. Furthermore, the automation freed up Swapnil's time, allowing him to focus on strategic business goals rather than day-to-day operations. He could now give bigger tasks the attention they deserved, such as creating more templates, marketing, and expanding Techno-PM. The Zaps also helped Swapnil manage the details while he worked on the big picture, demonstrating the transformative impact of automation on business operations.

• Swapnil cut out 40 hours of manual tasks every month.

• Instantaneous delivery of digital products post-purchase, enhancing customer experience.

• Automated addition of customers to the newsletter list, improving marketing efforts.