Why your CRM is Your Business' Best Friend
It’s really easy to be focused on marketing, selling your products or services, and every now and then re-creating trendy reels to grow your business…but then you realize something...
Success starts feeling stressful instead of exciting.
New leads are coming in, new clients are paying you, old clients want to feel connected to you, your to-do list is a mile long and it’s suddenly very hard to keep up.
Just a little tough love here… But the overwhelm from not having systems in place can often lead to negative customer experiences and will likely affect the longevity of your business.
Reflect for a moment…
What does your onboarding system look like right now?
What is working in the backend of your business?
Where could it be simpler?
Have you ever had anything fall through the cracks in your onboarding that you need to find a solution for? (For example, follow up with potential clients or unpaid invoices.)
The answers to those questions will show you where you have it figured out and where you need systems in place to streamline your business so you can grow with ease instead of overwhelm and stress.
And that's exactly where I come in to help.
As a Productivity Consultant I am an expert at setting up an efficient and organized CRM for your business so you can focus on your zone of genius without getting stuck in all the tiny details that can feel overwhelming.
What is a CRM?
In the business world there always seems to be a ton of acronyms floating around, am I right?
Let me help simplify this one.
CRM stands for Client Relationship Management
Simply a CRM is a technology for managing all of your business's relationships and interactions with your clients and potential clients.
Why do you need a CRM?
- helps you stay connected to your customers
- streamline processes and backend systems
- captures leads and simplifies converting potential clients
- improves your client experience and keeps things from falling through the cracks
- improves profitability for your business-saves your sanity in the long run
If you read that list and are thinking, "Um, I totally need more of that in my business," - I can help!!
Pro tip: Don't just go out and sign up for the first CRM you see! We have a free tool to help you determine what you're looking for in a CRM!
When you hire me, we’ll focus on simple steps in as many areas of your business as possible, such as:
- onboarding a new client
- automating emails, lead forms, tasks, and more
- the process of selling your products or services
- communication with your clients
Efficiency in your business is a result of simplicity.
But creating a business that is full of simple processes usually leaves many of my clients feeling very overwhelmed before they start working with me.
Kind of an oxymoron isn't it?
Our minds love to make things so much more complicated than they really are.
Which is why having an outsider perspective of your business, your operations, and your processes is so valuable.
The good thing is, I am a master problem-solver for complicated problems and I will help you solve for simplicity which allows you to love running your business again.
Are you ready to become more efficient with how you spend your time and operate your business?
Call or text 812-858-2457 to schedule a consultation.
Summer is coming and you'll want to have the freedom to enjoy it, not be stuck on your computer at the pool! 😉
P.S. Want to SAVE on your first year with one of my favorite CRM’s?
Click here for a 60% discount on your first year with Honeybook!
Then call me to get yours setup and running smoothly!