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Have you been wondering if there is an easier way to manage your clients and your leads?

A CRM is definitely the answer.

What’s CRM? It stands for client relationship management, and  it generally refers to a tool that makes all of your client management easier to stay on top of.

For a long time, I had enough leads that I could track on one hand, so it wasn’t really necessary for me to even look into fancy software, or even consider that a solo entrepreneur needed a CRM.

Until I started to get busy,

Then, I started to make lots of mistakes. I found myself forgetting which session number I was up to with a client, I forgot to follow up interested leads, and I would forget to invoice clients!!! Crazy.

So, I started to manage my clients with a more organised approach, and boy, did it make a difference.

How a CRM has made my life easier

Since stepping up with my client management system, I have

  • reduced the number of programs I use
  • increased my client base
  • automated my feedback process
  • automated my client onboarding process
  • set up a weekly client check in system, so that my clients have accountability & feel loved!

Watch this video where I share what a CRM can do, and how to know if you need one. It will answer a lot of questions for you.

So, what stage are you at with managing your clients?

If you want to

  • Reduce the number of programs you use to manage your clients;
  • Set up a system for managing your leads
  • Standardise the way you onboard your clients
  • Just make life easier by having all of your client information in one place

Then I’d say you’re ready to talk about CRM’s.


Your Next Step

If you want some support to help fast track this process, or help you transition to Dubsado, then can book a  free systems audit with me so we can determine where to start, and what you need to get up and running with your workflows and systems.
systems audit, small business coaching
aerlie small business coach
Aerlie Wildy is a business designer. business coach and mother based in the Adelaide Hills. I specialise in designing and systemising business for growth. You can connect with me on Facebook, join my Chief Executive Entrepreneurs Facebook Group, check out my Youtube Channel or Pin with me on Pinterest.