Shownotes
In this episode of Make Business Personal, Kiley Peters, founder of RAYNE IX, conducts live coaching with Susie Moon from Susie Moon Consulting. Susie helps small business owners get in front of their ideal clients through networking and speaking opportunities. The challenge is to streamline the process of onboarding clients and delivering visibility packages. The current process involves a call to determine fit, sending a contract via Zoho Sign, creating an invoice in QuickBooks, and tracking opportunities in a Google Sheet. Susie wants to automate the process and remove herself from the delivery.
Kiley’s coaching includes analyzing the preference form, creating a video on the landing page, automating emails based on application responses, and introducing a business manager.
Lastly, Kiley discusses the possibility of using a CRM system to manage client data and track deadlines. The conversation concludes with a discussion on scalability and the potential for future add-ons and services.
- Tracking Opportunities in a Google Sheet 3:45
- Automating Discovery Calls 12:44
- Automating Emails and Team Communication 23:51
- Expanding Services and Add Ons 34:50
Quotes
- “I think what you're gonna ultimately want is a CRM. And instead of giving your team a Google Sheet, what I think could ultimately be easier for you is to give them access to a dynamic dashboard.” 29:41
- “Instead of having the opportunity tagged with the names, have the names tagged with the opportunities. Because otherwise you're going to clutter the opportunity database.” 36:50
- “Depending on what the add-ons are, one thing you could do, is based on the date that they sign, you could have an email that goes out in the first 30 days, then one at 60 days, and then 90 days. You can share other services you offer and position it so that it explains other problems you solve.” 38:37
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