The right time to change your CRM. How to bring simplicity into your tools without starting over. What you should care about when outlining a new process. Alexa and Erin discuss all of these ideas and more on episode four.
This is the first of two peer coaching episodes where we ask each other to solve problems on a recorded line. Today Alexa talks about her need to feel like she has a fresh start with her tools as she pivots what her business looks like.
We also kick off the convo with more fun questions that provide some delicious details about childhood activities, how many tabs we have open, and what drinks we’re loving.
Connect with Alexa:
https://alexahowell.myflodesk.com/
https://www.instagram.com/alexa.c.howell/
https://www.threads.com/@alexa.c.howell
Connect with Erin:
www.lunimae.com
https://www.threads.com/@lunimaestrategy
https://www.instagram.com/lunimaestrategy
Chapters:
00:00 Fun Questions with Alexa
07:15 Introduction to Two Desks Down Podcast
11:04 Tech Stack Transformation
15:38 Simplifying Client Management
16:23 Navigating Client Communication Challenges
18:35 Streamlining Client Processes with Automation
21:25 Simplifying Workflow Management
24:07 Refining Offers and Client Experience
26:20 Testing and Confidence in Systems
29:10 Building an Effective Tech Stack
Quotes
”You're refining them as you go. You make them better. So each person that goes through it might get a slightly different experience, but it's going to be an improved experience.” - Erin (re: offers)
“And anytime a client has questions, that's an indicator to make a note somewhere and say something has to change.” - Erin
“I can see like it's similar with systems of like how can we just like make this one tweak so that we're not having to redo an entire workflow or an entire process? We can just make it work for you.” - Alexa
“Many times when we're talking about up leveling a client experience, it comes down to more communication.” - Erin
“I think making those small changes in our business actually helps us think about the process better.” - Alexa