Are you feeling stuck about which CRM to choose for your business? In this episode, I break down my step-by-step process for selecting the perfect client relationship management tool without the overwhelm. I share a real client example of how I helped a busy coach streamline her client onboarding process by finding a CRM that matched her exact needs.
You'll learn why "making your grocery list" of must-have features before shopping for a CRM is the key to avoiding tech overwhelm and unnecessary subscription costs. I'll walk you through how to map out your client journey, identify the essential features you need, and evaluate whether an all-in-one solution or a custom tech stack makes more sense for your unique business.
I'm excited to share these practical tips that will save you hours of tutorial-watching and feature-comparing. Whether you're ready to invest in your first CRM or considering a switch from your current system, this episode will help you make a confident, informed decision.
- Resources from this episode:
- Systems to Scale Audit - My signature service where I help you choose the right tools and build custom automations for your specific business needs
- Whimsical - The tool I love for mapping out client journeys and workflows
- e-signatures.io - A budget-friendly contract tool at just 99¢ per contract
- Motion.io - A project management tool with advanced client portal features
Connect with Sam:
