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Latest / Business-First Creatives: Client Experience & Systems for Service Providers

The CRM Emails That Turn New Leads into Booked Clients Faster (Without the Sales Call) with Kara Duncan

If you still think that a system for booking and onboarding new clients has to be complicated, this is the episode for you. What if you could take a potential client from inquiry to payment in under five minutes? In this episode, I sit down my copywriter Kara Duncan to show exactly how a fast, thoughtful, and human booking process changed her business.

You’ll hear how a simple CRM, a quick Loom video, and thoughtful follow-up emails turned missed opportunities into the fastest payment she’s ever received. The best part? No sales calls required.

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00:25 - Welcome Kara Duncan…

The skinny

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