What's the Best Way To Set Up Your CRM? CRM Blueprint vs. Systems in Session with Megan Norman

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 Quickly00:25 - Client Relationships and Long-Term Engagements01:24 - Megan's Journey with Systems in Session04:42 - The Blueprint Course Evolution06:37 - Audit and Systems Overhaul09:42 - Customizing Workflows for Maximum Efficiency22:07 - Reintroducing the Baby Plan26:36 - Client Experience Enhancement27:09 - Adapting to Business Changes28:08 - The Value of Revisiting Systems29:20 - Hands-On System Implementation32:29 - Maximizing Efficiency During Peak Times33:41 - Elevating Client Experience Post-Booking36:35 - The Importance of Detailed Workflows44:02 - The Benefits of System AuditsMentioned in this EpisodeSystems in SessionCRM BlueprintSystems in Session: Mastering Your Client Journey ft. Erin Belles (a Done-With-You Dubsado Setup Case Study!)Connect with MeganWebsite: megannorman.comInstagram: instagram.com/megannormanphotographyFacebook: facebook.com/MeganNormanPhotography