One of the first systems I recommend clients get setup is their CRM (client relationship management). This is where they’ll be able to keep track of their leads and current and past clients. One thing that a lot of people don’t fully realize is how much time and work it takes to get a CRM set up. A lot of people get overwhelmed when it comes to setting up a new program, but today I’m walking you through the very first thing you need to do to setup Dubsado!
By now you've probably realized I'm a bit of systems nut, which is fantastic for you because you get a first hand look at how I use it and if it could be a good fit for your business. In addition to loving systems and programs, I love sharing what I use with others because I know how hard it was when I was first starting out trying to figure out which ones would work for me and even more, how they could work together so I could work less.
Over on the Copper Kettle blog I'm diving deep into content creation — more specifically about the 5 steps you need to take to define your 3 content themes so that you're never stuck with what to write about on your blog. Or social media. Or to your email list.
Welcome sequences are huge—it’s your chance to set the expectations for what your newest subscriber can expect from you in the future. There’s a ton of ways you can do a welcome sequence, but I’ve found that starting small is the best option especially if you haven’t made a welcome sequence yet.
Updating your website tends to be at the bottom of your list as you’ve got a lot more to do than to update some of those pesky details on your site. I'm going over 5 things you can update on your site in 10 minutes or less.
I’m a little bit of a systems and efficiency tips hoarder. Like I’m working on an entire Pinterest board for all of the blog posts I’ve discovered that talk about systems, efficiency, programs, all that good stuff. Because who doesn’t want to improve their business? I mean seriously, if you were able to save even an hour every day from having to be in the weeds of your business wouldn’t you want to know how to do it? Think about it, that one hour you could spend with your family, friends, on new hobbies, or (shocker) on your business. Believe me there’s a difference between working on and in your business. Maybe at a later time I’ll dive into what those difference are, but for now let’s talk about one thing that you can be doing to save yourself some time on. Email marketing.