• CRM Success Secrets for Coaches and Consultants

  • By: Mary Sue Dahill
  • Podcast

CRM Success Secrets for Coaches and Consultants

By: Mary Sue Dahill
  • Summary

  • CRM Success Secrets, the podcast where we'll chat about all things CRM (Customer Relationship Management) in a casual, down-to-earth way. The host, Mary Sue Dahill, is a hot mess tamer, CRM expert, and automation queen.

    If you're a business coach or consultant looking to simplify your daily grind, supercharge your client interactions, and ultimately ramp up your business, you've found your new favorite podcast.

    Why? Because Mary Sue has a deep passion for systems, but not just any systems – she is all about automated systems. Checklists? Well, they're not Mary Sue’s cup of tea, but hand her a checklist with the goal of automating it, and she is on cloud nine!

    Over the years, Mary Sue has helped countless coaches and consultants, helping them implement their sales and marketing strategies. She has seen the good, the bad, and the ugly when it comes to the nitty-gritty of running a coaching business. And here's the deal – Mary Sue is going to spill the beans on what actually works and what should be tossed out the window.

    In each episode, Mary Sue will dish out the best practices and strategies that'll either transform your manual systems into slick, automated wonders or turn your choppy systems into smooth operators. The mission? To empower you to achieve more with less effort, thanks to the magic of technology.

    So, hit that subscribe button and join Mary Sue on this incredible journey. Whether you're a business coach, consultant, solopreneur, or small business owner, CRM Success Secrets is your one-stop shop for unlocking the true potential of CRM and propelling your business to new heights. Don't miss out!

    © 2024 CRM Success Secrets for Coaches and Consultants
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Episodes
  • Common Onboarding Mistakes
    May 21 2024

    Welcome to CRM Success Secrets! In our 'Mastering Client Onboarding' series conclusion, we focus on avoiding common onboarding mistakes that can impact client relationships. From complex processes to messaging inconsistencies, we provide strategies to prevent errors and ensure successful onboarding. Join us as we discuss the 'rule of 3' in customer onboarding and strategies for effective product launches. Let's work together to improve customer satisfaction and brand loyalty on CRM Success Secrets. For additional insights and advice, visit http://worksmarterdigital.com to schedule a strategy session. Let's make every onboarding experience exceptional!

    Key Takeaways:

    • Common Onboarding Mistakes and Solutions
    • Onboarding Duration and Strategies
    • Launching New Products

    Quotes

    "Consistency is crucial when introducing your new client to your business, brand, services, and values." - Mary Sue Dahill

    "Clear, consistent messaging is key to avoid confusing and alienating customers across channels."- Mary Sue Dahill

    Featured in this Episode

    Mary Sue Dahill

    https://www.linkedin.com/in/marysuedahill

    Chapters

    00:00 - Introduction

    00:38 - Mistake #1: The Dangers of No Formal Onboarding

    01:40 - Defining Your Onboarding Journey: Setting Expectations

    02:40 - The Power of Clear Messaging in Client Onboarding

    03:38 - Streamlined Customer Onboarding with Automation

    04:30 - Effective Communication During Onboarding Gaps

    10:04 - Crafting an Unbeatable Customer Onboarding Plan

    11:11 -Boosting Sales and Loyalty: Effective Onboarding

    12:00 - Conclusion

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    13 mins
  • Streamlining Communication: Automating Client Interactions
    May 14 2024

    Welcome back to CRM Success Secrets, In Episode 4, "Streamlining Communication: Automating Client Interactions," discover how automation can revolutionize your client engagements. From purchase confirmations to personalized emails, automation becomes your superhero ally, freeing you from manual tasks. Let's transform your business communications into efficient, personalized experiences. Tune in for expert tips on crafting engaging onboarding journeys. Streamline your communications and watch your customer relationships thrive!

    Key Takeaways:

    • Importance of Streamlining Communication
    • Essential Automated Emails
    • Customizing Communication According to Packages
    • Automating Helpful Content for Clients
    • Using a CRM and Automation Tools

    Quotes

    "When a client makes a purchase, a new chapter begins. Always be ready to automate and enhance your client connections."– Mary Sue Dahill

    "Instead of feeling overwhelmed by a single email, offer a clear outline of next steps, and you're all set." – Mary Sue Dahill

    Featured in this Episode

    Mary Sue Dahill

    https://www.linkedin.com/in/marysuedahill

    Chapters

    00:00 - Introduction

    00:29 - Streamlining Communication and Automating Interactions

    02:29 - Elevating Confirmation Emails with Exclusive Content

    03:41 - Crafting Expectations for Each Client Package

    07:42 - Enhancing Client Experience with Tailored Courses

    08:45 - Optimizing Engagement Through Strategic Content

    09:51 - Conclusion

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    11 mins
  • Content Crafting: Developing Your Onboarding Content
    May 7 2024

    In today's episode, we delve into the third stage of our comprehensive 5-step client onboarding mastery guide. Prepare to create engaging onboarding material that not only welcomes but also effectively guides and captivates your new clients right from the start. We'll explore five crucial components: utilizing the onboarding guide as a roadmap, integrating interactive intake forms, maximizing the impact of initial projects, leveraging various learning resources such as guides, videos, and FAQs, and adding a personal touch with customized welcome packs and emails. Join us as we ensure your clients are well-informed, appreciated, and primed for their transformative journey ahead.

    Let's elevate first impressions into enduring experiences and pave the way for CRM triumph.

    Key Takeaways:

    • Creating an Onboarding Guide
    • Crafting an Intake Form
    • Assigning a Starter Project
    • Developing Guides, Videos, and FAQs
    • Creating Welcome Packs and Personalized Emails

    Quotes

    "Show you care about your client’s unique needs and tailor your approach to meet them where they are."– Mary Sue Dahill

    "The intake form enables you to understand them better, guides your collaboration, and makes them feel valued in your program."– Mary Sue Dahill

    Featured in this Episode

    Mary Sue Dahill

    https://www.linkedin.com/in/marysuedahill

    Chapters

    00:00 - Introduction

    02:09 - Unveiling Insights and Enhancing Engagement

    04:20 - Setting the Foundation for Collaboration and Success

    03:05 - Strengthening Client Bonds: Tailoring Intake Forms

    07:16 - Tailoring Content for Varied Learning Styles in Onboarding

    08:59 - Crafting Tailored Welcome Kits and Client Emails

    10:15 - Crafting Engaging Onboarding Journeys

    11:08 - Conclusion

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    12 mins

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