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.

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00:25 - Client Relationships and Long-Term Engagements

01:24 - Megan's Journey with Systems in Session

04:42 - The Blueprint Course Evolution

06:37 - Audit and Systems Overhaul

09:42 - Customizing Workflows for Maximum Efficiency

22:07 - Reintroducing the Baby Plan

26:36 - Client Experience Enhancement

27:09 - Adapting to Business Changes

28:08 - The Value of Revisiting Systems

29:20 - Hands-On System Implementation

32:29 - Maximizing Efficiency During Peak Times