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How to Stay Personal at Scale: CRM Secrets from the Pros
In this episode, we dive deep into how mobile event businesses can stay personal while they scale. Zach, Daniel, and Justin break down exactly how to use a CRM (Customer Relationship Management system) to give every client an A+ experience—without spending every waking hour on follow-ups and admin.
You’ll learn how the best coffee carts, photo booths, and mobile bars track every lead, automate their communication, and never miss a booking again. Whether you’re still using spreadsheets or already testing tools like HoneyBook or FlashQuotes, this conversation will show you what actually works for high-volume event businesses that want to grow without losing the human touch.
➡️ Grab the free growth guide for mobile event businesses → @FlashquotesHQ
📬 Join the community → Mobile Catering Accelerator on Skool
⸻
⏱️ Timestamps
00:00 Welcome & why CRMs matter for event businesses
02:30 Justin’s first “CRM” and the spreadsheet days
04:20 Zach explains the difference between marketing, sales, and fulfillment
06:00 The promise of a CRM: every lead gets an A+ sales experience
08:00 What makes a good CRM (and what doesn’t)
10:15 Follow-up automation that keeps clients from slipping through the cracks
12:40 Staying personal while scaling your client base
14:45 How FlashQuotes acts as a beginner-friendly CRM
16:10 The top mistakes owners make when managing leads manually
18:30 Advanced systems for high-volume event businesses
20:45 How to know when it’s time to upgrade your CRM setup
23:10 Final thoughts: personal touch at scale
⸻
🔑 Key Points
• Why spreadsheets stop working once you’re booking real volume
• The simple automation that doubles your bookings
• How to track every quote without losing the personal touch
• Signs you’ve outgrown your current system
• What a “CRM” actually means for event businesses like yours
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By flashquotes
5
55 ratings
In this episode, we dive deep into how mobile event businesses can stay personal while they scale. Zach, Daniel, and Justin break down exactly how to use a CRM (Customer Relationship Management system) to give every client an A+ experience—without spending every waking hour on follow-ups and admin.
You’ll learn how the best coffee carts, photo booths, and mobile bars track every lead, automate their communication, and never miss a booking again. Whether you’re still using spreadsheets or already testing tools like HoneyBook or FlashQuotes, this conversation will show you what actually works for high-volume event businesses that want to grow without losing the human touch.
➡️ Grab the free growth guide for mobile event businesses → @FlashquotesHQ
📬 Join the community → Mobile Catering Accelerator on Skool
⸻
⏱️ Timestamps
00:00 Welcome & why CRMs matter for event businesses
02:30 Justin’s first “CRM” and the spreadsheet days
04:20 Zach explains the difference between marketing, sales, and fulfillment
06:00 The promise of a CRM: every lead gets an A+ sales experience
08:00 What makes a good CRM (and what doesn’t)
10:15 Follow-up automation that keeps clients from slipping through the cracks
12:40 Staying personal while scaling your client base
14:45 How FlashQuotes acts as a beginner-friendly CRM
16:10 The top mistakes owners make when managing leads manually
18:30 Advanced systems for high-volume event businesses
20:45 How to know when it’s time to upgrade your CRM setup
23:10 Final thoughts: personal touch at scale
⸻
🔑 Key Points
• Why spreadsheets stop working once you’re booking real volume
• The simple automation that doubles your bookings
• How to track every quote without losing the personal touch
• Signs you’ve outgrown your current system
• What a “CRM” actually means for event businesses like yours
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