Strategic Planning

Keep Your Business Organized with a CRM Program

Keep your business organized with a CRM Program. Staying organized is paramount if you want to run a successful business, especially if you have multiple clients. Investing in a Customer Relationship Management (CRM) software program is one such way to stay organized while building your client relationships.

In its simplest form, a CRM program is like an online address book, or an old fashioned Rolodex (remember those?!) that keeps your client’s information all in one place. Basic info such as address, email, phone number, and birthday can be collected when they sign up for your services. Then, as you get to know them better, you can also ask for various personal or business information that can help you know your clients in a deeper way.

Many CRM programs have spaces for notes and next steps, such as follow up phone calls or sessions, so at the beginning of each day your CRM will provide an automated to-do list based on those next steps. Have you tried to keep all these details in your head or logged into your phone calendar? You will know that sometimes items get missed or forgotten, which can damage your credibility. Automating the to-do list process saves you time, money, and embarrassment.

Adding a Personal Touch to Your Client Relationships

Building a client relationship also means building a friendship with that person. Yes, YOU are the owner and the one with the expertise but that doesn’t mean you can’t be friendly outside of business. Learn about their business or their life; ask about their family; wish them a Happy Birthday or Happy Anniversary; ask questions about their latest vacation. Any little tidbit of personal information that comes up in your sessions, emails, or other conversations can be noted in your CRM and added to your to-do list. A simple email with, “Welcome back from vacation! Let’s get your next session booked,” adds a personal touch to your relationship.

Have you ever considered sending birthday cards to your clients? If you gather that information during the onboarding session, note it in your CRM program. Then every week or month, you can do a search for birthdays and send out cards. Sending eCards is certainly simple but also consider sending handwritten birthday cards with a simple message. That’s one way to stand out from the crowd since everyone’s email is jammed these days.

What Else Can a CRM Program Do?

Very often CRMs have an email system integrated so you can send individual messages or bulk messages instead of paying for a separate email provider. These email services also allow you to segment your clients based on what packages or products they purchased so you can run dedicated campaigns just to those people touting your latest products.

CRMs also offer ways to track leads so you can follow up with them on a regular basis or send them emails specific to their needs. This is especially handy since you always want to gather people into your sales funnel and you don’t want anyone falling through the cracks.

As you can see, CRM programs can handle a variety of tasks that keep your business organized. One note: there are dozens of CRM programs so do your due diligence when researching. Pricing structures vary considerably but also, choose a program from an established company that offers support and security updates.

Get More Tips for Personalizing the Client Relationship

Even if you’re just starting to research CRM options, you can still personalize your client relationship with tips I’ll share when you book a Strategy session with me. Spend up to two hours with me where we will work together to plan & create strategies to grow your business. Curious if we would be a good fit for each other? Check the services page on my website or go HERE to connect for a coffee chat. What could it hurt? Looking forward to talking with you soon!

Strategic Planning

Are you wondering what is a Strategic Planning session and how can it help? Sometimes called Business Intensives or simply Strategy Sessions, a strategic planning session is the process of reviewing the general overview of your business. This process allows us to identify and prioritize strategic objectives that are necessary to grow your business.

In your business, you as the Business Owner, have to figure out how to manage clients, grow your business, balance the finances, and remain visible. It can all be a little overwhelming. You would like someone with more of  a high level insight about what you should do next. You want to decide what’s next and what or who will help reach your goals. But sometimes, those goals require someone else with the skills or expertise you don’t necessarily have. 

Inside this session, your strategic objectives would be identified because these are the things that will help you stay on track in business. In a strategic planning session with me, we map out the next 90 days or quarter which helps you focus to become more strategic. You have to find time to work ON your business, not just IN your business.

Are your systems, processes, and procedures set up correctly? Are they even set up? Do you have a team and are you delegating effectively? Are you thinking about hiring or adding to your team? I’m sure you have realized by now that you are not the expert at everything.  How financially steady is the business? This one is a biggie! Many are making money but are not managing the money well.

A Strategic Plan will help identify the areas that are keeping you stuck and then create a plan to move your business forward over the next 90 days. Let’s strategize, create a plan, and establish goals in which you will own the deliverable for implementation.

Sounds good? Click HERE and let’s connect for a quick coffee chat. It couldn’t hurt and will help more than you can imagine. Let’s do this!