Systems for Creatives with Amy Pearson

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Does your client onboarding process feel haphazard and take a ton of time? Grab a cup of coffee and let's chat about ways to streamline it and take the drudgery out of it, so you can get back to serving your clients.

In this episode, we're doing a deep dive into the significance of client onboarding for business success. I'll discuss how to streamline your onboarding process without adding extra workload.

I'll also explain how to plan and optimize your onboarding process with practical tips and tools that you can use today to improve your onboarding system simply by taking a look at your last clients. 

You'll also learn how to make your automated systems feel personal (and less like a robot), troubleshoot common bottlenecks, and continuously improve your onboarding for a seamless client experience. 

So if you're ready to take your onboarding process to the next level, join us in this episode as we explore the secrets to creating a more efficient client onboarding system that saves you hours a week and creates an amazing client experience.

00:00 Introduction to Client Onboarding

01:04 Understanding Onboarding for Different Businesses

01:41 Key Components of an Effective Onboarding Process

02:38 Streamlining with Templates and Automation

03:54 Evaluating and Improving Your Onboarding Process

05:51 The Power of CRM Tools

10:18 Planning Your Onboarding Workflow

13:07 Making Automation Feel Personal

18:03 Final Tips and Conclusion

Mentioned in Effective Onboarding: Strategies That'll Save You Hours Every Week

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Take your client management system from overwhelming time suck to a well-oiled machine that helps you work less, make more, and WOW clients.

Learn more and book your free call with Amy at amysgould.com/book-a-call

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: amyspearson_

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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: amyspearson_

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Listen, I know as a creative entrepreneur it's super easy to put off automating your business to get client work done, handle other day-to-day tasks, or chase a shiny object. (I'm so guilty of this! In fact, I've been putting off doing some automation upgrades in my own business... now that I've told you all that, I'm going to have to get after it.) However, I'm here to encourage you to consider the costs of not automating your business. There's a lot more than just the obvious.

In this week's podcast, I'm going to talk about the obvious and not-so-obvious cost of putting off automating your business. There might be some serious costs that you haven't considered when deciding when and if you should automate your business.

What I'm Covering in this Episode...

3:13 The costs of not automating your business

10:43 The benefits of automating your business

11:04 Time savings of automation

15:14 How systems and automation can improve your relationships

16:49 Financial benefits of using systems and automation

18:24 You have the opportunity to make small 1% improvements every time it runs (maybe more) think of where your business would be in a year

18:49 Having an amazing client experience wins you referrals and clients for life

19:10 Close more sales and feel good about raising your rates because you offer a premium service

I'm getting ready to open the doors to my Done With You Dubsado Hybrid Program. If you'd like to finally get your Dubsado set-up and running with custom-mapped workflows created by me and step-by-step instructions that show you exactly how to do it, check it out here. The doors are opening soon!

Resources mentioned in Episode 3: How a CRM Can Help You Grow Your Business

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Dubsado (Note: This link is an affiliate link and will save you 30% on your first month or year with Dubsado)

Read the full show notes on my blog

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: amyspearson_

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If you're still operating with the same systems and processes that you used when you start your business, it might be time to re-think things if you'd like to scale your business. Especially if you find yourself doing a ton of admin work instead of the things that light you up and inspire you as a creative entrepreneur. (AKA the thing you started your business to do in the first place.)

It might seem silly, to you think that a software can help you grow your business, but hear me out. A well set-up CRM can take hours upon hours of admin time off your plate. Not only that, but if you take the time to set up a CRM and build automation that creates an amazing client experience, you'll win raving fans and lifetime clients!

(Spoiler alert!) Those raving fans will tell their friends about you and what you do, which will grow your business much faster than any marketing hack. Plus, get more time back to focus on growing your business even more and you won't feel so overwhelmed when those new clients DO come in the door.

Here's what I'm going to talk about in this episode...

Why consider a CRM now?

The costs of waiting to create systems and automation

The three steps to take to set up intentional systems that'll save you from burnout as you grow.

Resources mentioned in Episode 2: How a CRM Can Help You Grow Your Business

Book a Free 15-Minute Discovery Call

Learn About my Services

Join my Newsletter

Dubsado (Note: This link is an affiliate link and will save you 30% on your first month or year with Dubsado)

Read the full transcript of the show on my blog

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: amyspearson_

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Welcome to the Systems for Creatives Podcast with Amy Gould. I'm really excited about this episode and I can't wait to dive right into everything that I've learned in the last three years of helping creative business owners to systemize and automate their businesses so they can work less, make more and wow clients.

Before I dive into the awesome content that I've got planned, I wanted to tell you a little about me, my vision for this podcast and what you can expect from it.

Who am I?

What is Dubsado? (Thought I'd cover this since I'll mention it a lot in this podcast.)

My vision for this podcast

What you can expect from this podcast

Resources mentioned in Episode 1: Welcome to the Systems for Creatives Podcast with Amy Gould

Book a Free 15-Minute Discovery Call

Learn About my Services

Join my Newsletter

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: amyspearson_