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 Quickly
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
33:41 - Elevating Client Experience Post-Booking
36:35 - The Importance of Detailed Workflows
44:02 - The Benefits of System Audits
Mentioned in this Episode
Systems in Session
CRM Blueprint
Systems in Session: Mastering Your Client Journey ft. Erin Belles (a Done-With-You Dubsado Setup Case Study!)
Connect with Megan
Website: megannorman.com
Instagram: instagram.com/megannormanphotography
Facebook: facebook.com/MeganNormanPhotography
