13: Transform Your Client Onboarding Process Through Automation with Charlotte Isaac
Listen + Subscribe on Apple Podcasts | Spotify
Charlotte is on a mission to help small business owners ditch the hustle, and grow businesses that let them live life unchained from their desks. Using tools like Dubsado, she helps people automate and elevate their client processes (like onboarding and offboarding) so they can focus on growing their business, not just maintaining it.
Charlotte is the Dubsado queen and she has saved my life when it comes to my processes and onboarding clients – what used to take me hours now takes minutes! Dubsado is a very robust tool and I was not using it to its fullest capabilities until I hired Charlotte. In this episode we are talking all things client management – 3 types of tools you should be using, why to invest in a CRM system, making a plan before you dive in, great questions to ask on lead forms, how to vet clients and so much more. You will leave ready to get organized and be at the top of your game with your clients!
IN THIS EPISODE WE COVER:
What is a CRM?
Why you should invest in one
Where to start with your client processes
How to go above and beyond for your clients
Specific tips for web designers and photographers
Offboarding clients
RESOURCES MENTIONED:
Get 20% off your first month or year using Dubsado with this affiliate link.
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