Audit Your CRM

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To get the most out of this episode, make sure you download Audit Your CRM. This guide is the perfect way to implement each of the four workflows discussed in this episode, with additional tips and guidance for each workflow. Grab your FREE copy HERE!

If you've been using a CRM for a while, it might be time to audit what you've set up to ensure it's optimized for efficiency in your business! Whether it means reviewing your brand, checking automations, and using each of the features of your CRM, in today's episode, I'm walking you through your own self-paced CRM audit.

[0:29] Audit Your CRM

[01:11] Entered & Updated Branding Elements in Your CRM

[2:03] Email & Calendar Connection

[2:43] Thank You Page Redirect

[3:19] Lead Capture Form & Workflow

[4:06] Email Autoresponders

[4:20] Email Templates

[5:16] Proposal, Contract, Payment

[6:18] Schedulers

[7:06] Workflows & Automations

[8:15] Say Thank You

[8:41] Create To-Do Tasks in Workflows

Looking for ways to automate and elevate your client experience inside your CRM?

I would highly recommend listening to episode 23 of this podcast and then download 4 Workflows Every Photographer Needs. This guide is the perfect way to implement each of the four workflows discussed in this episode, with additional tips and guidance for each workflow. Grab your FREE copy HERE!