26 episodes
CRM Success Secrets for Coaches and Consultants Mary Sue Dahill
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- Business
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5.0 • 3 Ratings
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CRM Success Secrets, the podcast where we'll chat about all things CRM (Customer Relationship Management) in a casual, down-to-earth way. The host, Mary Sue Dahill, is a hot mess tamer, CRM expert, and automation queen.
If you're a business coach or consultant looking to simplify your daily grind, supercharge your client interactions, and ultimately ramp up your business, you've found your new favorite podcast.
Why? Because Mary Sue has a deep passion for systems, but not just any systems – she is all about automated systems. Checklists? Well, they're not Mary Sue’s cup of tea, but hand her a checklist with the goal of automating it, and she is on cloud nine!
Over the years, Mary Sue has helped countless coaches and consultants, helping them implement their sales and marketing strategies. She has seen the good, the bad, and the ugly when it comes to the nitty-gritty of running a coaching business. And here's the deal – Mary Sue is going to spill the beans on what actually works and what should be tossed out the window.
In each episode, Mary Sue will dish out the best practices and strategies that'll either transform your manual systems into slick, automated wonders or turn your choppy systems into smooth operators. The mission? To empower you to achieve more with less effort, thanks to the magic of technology.
So, hit that subscribe button and join Mary Sue on this incredible journey. Whether you're a business coach, consultant, solopreneur, or small business owner, CRM Success Secrets is your one-stop shop for unlocking the true potential of CRM and propelling your business to new heights. Don't miss out!
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Common Onboarding Mistakes
Welcome to CRM Success Secrets! In our 'Mastering Client Onboarding' series conclusion, we focus on avoiding common onboarding mistakes that can impact client relationships. From complex processes to messaging inconsistencies, we provide strategies to prevent errors and ensure successful onboarding. Join us as we discuss the 'rule of 3' in customer onboarding and strategies for effective product launches. Let's work together to improve customer satisfaction and brand loyalty on CRM Success Se...
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Streamlining Communication: Automating Client Interactions
Welcome back to CRM Success Secrets, In Episode 4, "Streamlining Communication: Automating Client Interactions," discover how automation can revolutionize your client engagements. From purchase confirmations to personalized emails, automation becomes your superhero ally, freeing you from manual tasks. Let's transform your business communications into efficient, personalized experiences. Tune in for expert tips on crafting engaging onboarding journeys. Streamline your communications and watch ...
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Content Crafting: Developing Your Onboarding Content
In today's episode, we delve into the third stage of our comprehensive 5-step client onboarding mastery guide. Prepare to create engaging onboarding material that not only welcomes but also effectively guides and captivates your new clients right from the start. We'll explore five crucial components: utilizing the onboarding guide as a roadmap, integrating interactive intake forms, maximizing the impact of initial projects, leveraging various learning resources such as guides, videos, and FAQ...
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Mapping the Path: Crafting Your Onboarding Journey
Welcome to another episode of CRM Success Secrets, your ultimate podcast for productivity strategies tailored for business coaches and consultants. In Episode 2 - "Mapping the Path: Crafting Your Onboarding Journey," we focus on mastering client onboarding to convert buyers into loyal advocates. Discover the benefits of a streamlined process that saves costs, minimizes issues, and boosts client satisfaction. Learn how to map out the onboarding process effectively and enhance customer engageme...
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Defining Success: Identifying Key Performance Indicators
Today, we kick off our Mastering Client Onboarding: A 5-Step Guide" series with the debut episode, "Defining Success: Identifying Key Performance Indicators." Join us as we explore the core elements of successful client onboarding, emphasizing the crucial role that KPIs play in this process. Learn how to structure onboarding procedures, establish strong client relationships, and build trust right from the start. Gain valuable insights to elevate your onboarding techniques and transform new cl...
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Navigating Pitfalls for a Smooth 30-Day CRM Transition
In this episode we aim to help you avoid potential pitfalls and navigate the transition smoothly. Mary Sue draws from her experience in guiding coaches and consultants through this process, emphasizing the importance of thorough planning and preparation. She advises against the temptation to revamp all existing systems and suggests seeking expert assistance for a more efficient and cost-effective transition. Tune in to discover how you can successfully make the leap to an all-in-one CRM withi...
Customer Reviews
Great info!
This is timely and relevant! Mary Sue leads her clients in this space and does a great job. Small businesses utilizing a CRM successfully will reap lots of benefits!
Simple and practical advice!
Short episodes with clear examples and recommendations.