Latest / Business-First Creatives: Client Experience & Systems for Service Providers
What's the Best Way To Set Up Your CRM? CRM Blueprint vs. Systems in Session with Megan Norman
Have you been wondering what's the best way to set up your CRM? Today’s session is going to be a mix of a case study and answers to some specific questions I’ve been getting lately about Systems in Session. I thought Megan Norman would be the perfect person to bring on because she’s been part of my world for a while—first as a Blueprint student, then as a one-on-one client when she hired me for an audit. After that, she joined Systems in Session and gave her entire business a serious glow-up from that perspective. Now, she’s part of my retainer program.
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00:25 - Client…
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