I’m continuing our conversation about automating CRM information management using workflows. In the last limited-time bonus episode I explained what workflows are, the benefits of building workflows, and how to identify when you can use a workflow. 

In this episode, I walk you through the planning and exact script I use to build workflows with my clients. I also share examples of the most popular CRM workflows I see and tell you how to get my workflow builder worksheet to help you build your own workflows – no matter what CRM system you have. 

This is a special bonus episode of the Marketers Take Flight Podcast that will only be available until November 30, 2021. And it’s just a sample of the type of bonus content you can get by becoming a Marketers Take Flight Community Member. 

If you’re looking for a mentor. Someone to go alongside you AND who gets what it’s like to be an AEC marketing, push you to that next career level while giving you actionable advice, like this very episode, then join the Marketers Take Flight membership community. 

For as little as $5/month you’ll get bonus podcast content, early and discounted access to training, and individualized support from me. Go to marketerstakeflight.com/mentor to learn more and join today.