#9 - How to Actually Use a CRM | Workflows That Fit Your Firm
A CRM can eat hours before it saves you a minute.
Colin Page joins me to talk about CRM setups that fit how advisors actually work. I share why keeping up with clients started breaking down around 20 households. Colin explains how he built workflows around his service calendar, delegated tasks and meeting preparation.
In this episode:
- Defining a process before building a CRM workflow
- Deciding whether a task is worth automating
- Adjusting workflows when you hire a support person
- Keeping recurring work from turning into dozens of boxes to check
- Using Notion for detailed procedures…
The skinny
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