• Top 5 Systems to Move First

  • Mar 5 2024
  • Length: 16 mins
  • Podcast

Top 5 Systems to Move First

  • Summary

  • In this episode, Mary Sue shares the top 5 systems that are essential for a successful CRM transition. She debunks the myth that it's a daunting task and provides practical insights on prioritizing what truly matters for your business. From nurturing emails to lead generation and client onboarding, Mary Sue offers clear guidance on how to make a seamless transition. Join us to uncover the secrets of simplifying your CRM makeover and streamlining your systems for success.

    Key Takeaways:

    • The importance of prioritizing systems that enable sales
    • Top 5 Systems: Attracting customers, prospect meetings, client onboarding, closing deals.
    • Recommendations for non-moved systems, capturing info, handling older technology.

    Quotes

    "Embrace the possibilities of improvement without a complete system overhaul."– Mary Sue Dahill

    "Simplify and speed up your transition by streamlining processes, without completely changing what you're already doing."– Mary Sue Dahill

    Featured in this Episode

    Mary Sue Dahill

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

    Chapters

    00:00 - Introduction

    00:37 - Optimal Priorities, Systems, and Processes for Attracting Real Prospects

    04:06 - Priority without Overhaul: Avoiding Scope Creep and System Renovation

    05:29 - Effective Lead Generation: Evaluating and Moving Systems that Work

    08:10 - Closing Clients: The Top Priority System

    09:03 - Utilizing Invoicing Tools: Maintaining Stability with Tools like Wave

    10:07 - Simplifying Appointment Scheduling for Existing Clients

    06:49 - Networking and Word-of-Mouth: Key Lead Generation Strategies

    11:35 - Streamlining Operations with an Automated Client Delivery System

    13:10 - Efficiency through Capture, Copy, and Prioritization

    14:37 – Outro

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