Today, my business partners Jerred Moon and Yves Gege join me again to discuss the concept of a CRM for your cash practice. A CRM is a place for contacts to live and is an important system to have in order to maintain relationships with customers and have visibility into their actions. Enjoy!

• Conversation on Optimizing Client Relationships for Success
• Discussion on Building a Sellable Business: Systems, Operations, and CRM
• The Challenges of Implementing Automation and Copywriting in Business Processes

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