If you like to travel and enjoy life like me, utilizing business tools and CRM platforms to run your business behind the scenes is a game changer - saves loads of time and makes you loads of money!
Manually doing everything will only hurt your business and cost you a lot of energy and time. It's called "spending time" for a reason - except unlike money, it's not something you can earn back.
Your 6-figure CEO self will appreciate this one later....
Imagine not having to check and see when new clients complete each step in order to send them the next item in the onboarding process.
Imagine spending 5-minutes adding your clients name and email to a CRM platform, adding the workflow in the CRM, then closing your laptop.
Imagine how much easier business growth can be if you build foundations that support your goals!
Don't make growing your business harder than it needs to be. Utilize business automations, a CRM, and business software to do all the work for you!
Quick: Get in on the best CRM secret
I know you're itching to know...Go straight to the juicy stuff from here:
I Get It.
You don't want to spend more money on another investment, so you try to do it all on your own.
But you my dears, are missing some vital pieces that will allow you to get more clients & income WITHOUT having to work more.
The Reveal: What's The Best CRM Software?
The truth is...there is not one best business software. The BEST CRM platform is the one that fits best with you!
I stand by the CRM DUBSADO. These are some business tasks I no longer do any more thanks to business automations, and a CRM platform like Dubsado.
Send out contracts to clients
Create OR send out invoices
Remind client of payments
Send call reminders
Set up OR create zoom links
Utilizing CRM tools and business automations, creates the perfect recipe for a unforgettable client experience that will make you more sales + referrals! I talk more about how prioritizing customer experience goes hand-in-hand with CRM platforms in this blog.
✨ It's time to give you & your clients the experience you BOTH deserve! ✨
My 4-Step Process To Onboarding Clients Using A CRM System
Business automation, and using a CRM software like Dubsado, will make your onboarding process so much easier - and way more productive!
Use this easy-to-follow onboarding process to make things flow easier:
💎 CONTRACT - Keep both parties secure and held accountable
💎 INVOICE - Create payment plans that suit both ends & allow for autopay {for time management)
💎 WELCOME PACKET - My signature feature! This is where personalization comes in
💎 KICK-OFF CALL - Use it! Stop slacking on WOWing your clients & have an initial call to get deets set in stone
The best part of this all is, I have this created as a workflow in Dubsado; a system that does all the work for you ;)
I spend 10-minutes creating a welcome packet + 5-minutes inputting client information into Dubsado, then it sends everything else while I spend time on tasks that actually need my attention - sometimes that's laying by the pool with a book in hand ;).
This can be you too, but you need to step into your future CEO self my dears!
Are you ready?
✨ INTRODUCING... Expansive Ecosystem ✨
An all-in-one course to master business tools, CRM systems, and perfect your time management skills. Advance your knowledge on:
💎SOP's - What processes you should keep track of to help streamline your to-do list and delegate to team members, and top tips on how to write them
💎Tracking - What's important to track when it comes to leads and launches {for yourself + your leads}
💎Data - Forget likes...you want to track things like email open rates & sales page drop offs
💎Income Projections - See how much you're currently forecasted to make for the year & plan how to increase it based off your current offers
+ more
Talk soon toots,
Angelica
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