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EP 4: Unlock the Full Potential of Your Creative Business with a CRM
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Ready to revolutionize how you manage your creative business? This episode promises to help you find the perfect moment for integrating a CRM into your business, even if you're just starting out.
Discover why adopting a CRM early can be a game-changer, streamlining client management and preventing future chaos. We'll walk you through what a CRM is, its pivotal role in consolidating client information, managing online contracts, proposals, and payments, and automating key tasks like follow-ups and appointment bookings. We also contrast the initial scrappiness of spreadsheets and scattered tools with the seamless efficiency a CRM provides as your clientele expands. Plus, we'll offer tips on how to choose the right CRM by exploring options like Dubsado, HoneyBook, and Moxie, complete with free trials.
In the second part of our episode, we delve into the transformative benefits a CRM can bring to your business. Learn how these powerful systems reduce errors, enhance efficiency, and improve client experiences by automating workflows and ensuring consistent service delivery. We share valuable insights on managing and nurturing client relationships through automated communication and data tracking, which not only saves time but also provides the scalability needed for business growth. To top it off, we'll introduce a mini-course designed to guide you through essential lead management processes applicable to any CRM, helping you master the tools to elevate your business operations. Don’t miss out on this episode packed with practical advice and strategies to take your creative business to the next level!
Resources Mentioned in the Episode
Systems Strategy Session with Amy
Leads Magic Mini-Course
Done for You Dubsado Set-up
Stay in Touch with Us
Book a Free 15 Minute Discovery Call to Learn How I Can Help You Work Less, Make More & WOW Clients: www.amysgould.com/book-a-call
Website: www.amysgould.com
Watch me on YouTube: https://www.youtube.com/@SystemsforCreatives
Share your take-aways by email: [email protected]
Connect with us on Instagram: amysgould_
View all episodes
By Amy GouldSend us a text
Ready to revolutionize how you manage your creative business? This episode promises to help you find the perfect moment for integrating a CRM into your business, even if you're just starting out.
Discover why adopting a CRM early can be a game-changer, streamlining client management and preventing future chaos. We'll walk you through what a CRM is, its pivotal role in consolidating client information, managing online contracts, proposals, and payments, and automating key tasks like follow-ups and appointment bookings. We also contrast the initial scrappiness of spreadsheets and scattered tools with the seamless efficiency a CRM provides as your clientele expands. Plus, we'll offer tips on how to choose the right CRM by exploring options like Dubsado, HoneyBook, and Moxie, complete with free trials.
In the second part of our episode, we delve into the transformative benefits a CRM can bring to your business. Learn how these powerful systems reduce errors, enhance efficiency, and improve client experiences by automating workflows and ensuring consistent service delivery. We share valuable insights on managing and nurturing client relationships through automated communication and data tracking, which not only saves time but also provides the scalability needed for business growth. To top it off, we'll introduce a mini-course designed to guide you through essential lead management processes applicable to any CRM, helping you master the tools to elevate your business operations. Don’t miss out on this episode packed with practical advice and strategies to take your creative business to the next level!
Resources Mentioned in the Episode
Systems Strategy Session with Amy
Leads Magic Mini-Course
Done for You Dubsado Set-up
Stay in Touch with Us
Book a Free 15 Minute Discovery Call to Learn How I Can Help You Work Less, Make More & WOW Clients: www.amysgould.com/book-a-call
Website: www.amysgould.com
Watch me on YouTube: https://www.youtube.com/@SystemsforCreatives
Share your take-aways by email: [email protected]
Connect with us on Instagram: amysgould_