What's the Best Way To Set Up Your CRM? CRM Blueprint vs. Systems in Session with Megan Norman
Description
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 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
Connect with Megan
Website: megannorman.com
Instagram: instagram.com/megannormanphotography
Facebook: facebook.com/MeganNormanPhotography
United States
