Artwork
iconShare
 
Manage episode 520428353 series 3605403
Content provided by Colie James. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Colie James or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

Find It Quickly

00:25 - Client Relationships and Long-Term Engagements

01:24 - Megan's Journey with Systems in Session

04:42 - The Blueprint Course Evolution

06:37 - Audit and Systems Overhaul

09:42 - Customizing Workflows for Maximum Efficiency

22:07 - Reintroducing the Baby Plan

26:36 - Client Experience Enhancement

27:09 - Adapting to Business Changes

28:08 - The Value of Revisiting Systems

29:20 - Hands-On System Implementation

32:29 - Maximizing Efficiency During Peak Times

33:41 - Elevating Client Experience Post-Booking

36:35 - The Importance of Detailed Workflows

44:02 - The Benefits of System Audits

Mentioned in this Episode

Systems in Session

CRM Blueprint

Systems in Session: Mastering Your Client Journey ft. Erin Belles (a Done-With-You Dubsado Setup Case Study!)

Connect with Megan

Website: megannorman.com

Instagram: instagram.com/megannormanphotography

Facebook: facebook.com/MeganNormanPhotography

  continue reading

265 episodes