The Steps To Setting Up Your CRM Correctly

<p><span style="font-weight: 400;">Looking to come across as a legit business owner? If you’ve been listening to this podcast for any amount of time, then I’m going to go ahead and believe that’s your goal. Then one of the most important things you can do is set up your CRM properly, from the get go!</span></p> <p> </p> <p><span style="font-weight: 400;">After spending the last three years setting up CRMs for photographers, I have this process down pat...and I’m sharing the whole thing with you today.</span></p> <p> </p> <p><span style="font-weight: 400;">This is a deep dive into creating all the assets you need to begin building workflows that automate your client relationship process! So if you’re able to listen to this while you have a notebook handy, do it!</span></p> <p> </p> <p><span style="font-weight: 400;">The first thing we’re diving into is your current process. Don’t have one? That’s fine. What would you like your process to look like? What happens when someone books a call? What happens when they pay? What would you like to happen? </span></p> <p> </p> <p><span style="font-weight: 400;">Start to write out the steps one by one!</span></p> <p> </p> <p><span style="font-weight: 400;">Once you have the steps written out, it’s time to figure out what you need to make it happen. Are there emails? Forms? Surveys? </span></p> <p> </p> <p><span style="font-weight: 400;">Listen in to hear all the details and let’s get your backend running like a well oiled machine!</span></p> <h2><span style="font-weight: 400;">In This Episode:</span></h2> <p><span style="font-weight: 400;">[00:44] Hey, hey friends, thanks for joining me today!</span></p> <p><span style="font-weight: 400;">[02:05] Today I am getting really specific on the steps of setting your CRM correctly.</span></p> <p><span style="font-weight: 400;">[04:22] First grab either some different color sticky notes, highlighters or crayons.</span></p> <p><span style="font-weight: 400;">[05:03] Now I want you to start working on your flow or your process with your