How to Use a Client Management Tool to Streamline Your Business with Charlotte Isaac episode artwork

EPISODE · Jun 22, 2022 · 44 MIN

How to Use a Client Management Tool to Streamline Your Business with Charlotte Isaac

from Girl Means Business · host Kendra Swalls

Send Me A Message or Question About This EpisodeWhen I look back on my business journey there is one moment when I can say "that's when I became a serious business"... and it all revolved around getting organized and setting up a CRM (client relationship manager).  In this week's episode I am chatting with Charlotte Isaac all about the value of having a CRM for your business. Charlotte Isaac is a Business Operations Consultant who gave up her role as a corporate ops manager inside of a creative agency so that she could serve small business owners who love their people just as much as she does hers. Through her signature program, Ease Seekers Society, and her DIY Dubsado shop, Charlotte helps overwhelmed and overworked entrepreneurs build customized solutions so they can serve their clients better, automate busywork, and feel confident in their business.//FREE RESOURCE//Listeners can enroll in the free ‘7 Steps to Automation’ course so they can set up their first systems and save hours of time. This comprehensive course includes video lessons, exercises for listeners to work through on their own, and templates to tick off all the key items in a Dubsado setup. The link for that free offer will be https://charlotteisaac.com/gmbWebsite:http://charlotteisaac.com/Social Media Links:Facebook: https://www.facebook.com/charlotteisaachqInstagram: https://www.instagram.com/charlotteisaachq/LinkedIn: linkedin.com/in/charlotteisaac/I use Honeybook for my business CRM and you can get 50% OFF your first year when you sign up using this link -->> http://share.honeybook.com/fsGV8PodMatchPodMatch Automatically Matches Ideal Podcast Guests and Hosts For Interviews✨ Watch All the GMB Episodes on my YouTube Channel ✨ https://www.youtube.com/@girlmeansbusiness_______________________________________✨ Got a burning biz question? ✨I’m all ears! Drop your question here, and I might just answer it in an upcoming episode! ➡️ https://docs.google.com/forms/d/1R0DmOLEQ8xjWf98Xcf7K9YBhhaXRiIkuoOTqirVHlRk/prefill_______________________________________💡 Let’s Grow Your Business (The Easy Way!):Done-For-You Monthly Content: Skip the stress & get content that converts ➡️ - www.girlmeansbusiness.com/resources1:1 Coaching With Me: Personalized strategy to take your biz to the next level ➡️: www.girlmeansbusiness.com/contact_______________________________________🎁 Freebies (Because Who Doesn’t Love Free Stuff?!)Email Marketing Starter Kit – Get clients sliding into your inbox ➡️ - www.girlmeansbusiness.com/emailkitKnow Your Niche Workbook – Find your focus & attract dream clients ➡️ - https://spring-feather-348.myflodesk.com/______________________________________Let’s Be Business Besties!Instagram: www.instagram.com/girlmeansbusinessFacebook: www.facebook.com/girlmeansbusiness

Episode metadata supplied by the publisher feed · Published Jun 22, 2022

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Send Me A Message or Question About This Episode When I look back on my business journey there is one moment when I can say "that's when I became a serious business"... and it all revolved around getting organized and setting up a CRM (client relationship manager). In this week's episode I am chatting with Charlotte Isaac all about the value of having a CRM for your business. Charlotte Isaac is a Business Operations Consultant who gave up her role as a corporate ops manager inside o...

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How to Use a Client Management Tool to Streamline Your Business with Charlotte Isaac

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