Wisdom in the Tangents Photography Podcast 128. Upleveling Your CRM into an Operational Powerhouse with Charlotte Isaac
My guest on the show today is Charlotte Isaac.
She is the is a business operations consultant based in Sydney Australia. She believes that life is too dawn short to not live it the way you want to. So she helps business owners grow faster and further by streamlining and managing their clients and systems primarily through the CRM, Dubsado.
And Today Charlotte is sharing some tips on how you can uplevel your CRM into an operational powerhouse.
Check out Charlotte’s Free Mini Course - 7 Steps to Automation
And save 30% off your first month or year of Dubsado with Charlotte’s offer here.
This episode is sponsored by Freedom Edits.
Get 30% off your first order by going to lightdarkco.com/freedom
A CRM is a Client Relationship Manager, and they look after your clients from start to finished. Organizing and automating emails, questionnaires, contracts, and all of the documentation and notes for each of your clients.
A lot of leave our 9-5 jobs to run our own business and we end up running 24/7. But we need to realize that we make the rules, and we don’t have to work all the time if we don’t want to.
Explore your CRM and get to know all the tools and templates it has for you. Some of those lesser thought of tools are the following.
Set up templates for your when you receive a lead, and that whole lead nurturing process.
Set up templates and automations for following up when you don’t hear back from someone.
Ask for testimonials at the end of your process with your clients.
If you have to look after all your clients without setting up any automations, you’ll often miss important touch points because you have to physically send out each email and questionnaire.
Don’t panic if you can’t capture every template, automation and tool in one go, just try to be as intentional as you can and build as you go.
A great to begin streamlining your process is to walk away from your computer and write down every step of your client process. That will highlight the areas you can automate through your CRM.
Systems are often seen as a dampener to creativity, but setting up systems to take more work off your hands allows you more time to be creative in your work.
Find Charlotte at
instagram.com/charlotteisaachq
Charlotte’s Free Mini Course - 7 Steps to Automation
What Are We Loving?
What Charlotte is loving:
Decaf Coffee
What John is loving:
Summer Water Activities with the kids
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