Have you been wondering what's the best way to set up your CRM? Today’s session is going to be a mix of a case study and answers to some specific questions I’ve been getting lately about Systems in Session. I thought Megan Norman would be the perfect person to bring on because she’s been part of my world for a while—first as a Blueprint student, then as a one-on-one client when she hired me for an audit. After that, she joined Systems in Session and gave her entire business a serious glow-up from that perspective. Now, she’s part of my retainer program.

Find It Quickly

00:25 - Client Relationships and Long-Term Engagements

01:24 - Megan's Journey with Systems in Session

04:42 - The Blueprint Course Evolution

06:37 - Audit and Systems Overhaul

09:42 - Customizing Workflows for Maximum Efficiency

22:07 - Reintroducing the Baby Plan

26:36 - Client Experience Enhancement

27:09 - Adapting to Business Changes

28:08 - The Value of Revisiting Systems

29:20 - Hands-On System Implementation

32:29 - Maximizing Efficiency During Peak Times

33:41 - Elevating Client Experience Post-Booking

36:35 - The Importance of Detailed Workflows

44:02 - The Benefits of System Audits

Mentioned in this Episode

Systems in Session

CRM Blueprint

Systems in Session: Mastering Your Client Journey ft. Erin Belles (a Done-With-You Dubsado Setup Case Study!)

Connect with Megan

Website: megannorman.com

Instagram: instagram.com/megannormanphotography

Facebook: facebook.com/MeganNormanPhotography