Creating Sustainable Systems for the Best Client Experience

Freedom is a big driver for many entrepreneurs, but when growing a business we can feel bogged down by our daily to-do list (something we didn’t intentionally sign up for). However, some of those day-to-day tasks can be streamlined with the right systems in place, giving us more freedom and space.

In this episode, Taylor Dru, a Systems Specialist and the CEO of Systems Guru, talks about how she helps entrepreneurs create amazing client experiences while saving them time and frustration with systems & tools that are work for them. Listen for tips on why it’s important to streamline your workflow, how to identify gaps in your process, the two things you should focus on before automation, + more.

We also talk about

• The five phases of the client process

• What’s a CRM and things to think about when choosing one

• Taylor’s favorite business management tool and why

• At which stage in your business you should invest in systems support

• Why it’s important to be clear on what your process is before you bring on other people

• Misconceptions about what a virtual assistant can and should do for you

 

Resources & Links

www.podcastandamplify.com