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