How to Use a Client Management Tool to Streamline Your Business with Charlotte Isaac

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When I look back on my business journey there is one moment when I can say "that's when I became a serious business"... and it all revolved around getting organized and setting up a CRM (client relationship manager). 

In this week's episode I am chatting with Charlotte Isaac all about the value of having a CRM for your business.

Charlotte Isaac is a Business Operations Consultant who gave up her role as a corporate ops manager inside of a creative agency so that she could serve small business owners who love their people just as much as she does hers. Through her signature program, Ease Seekers Society, and her DIY Dubsado shop, Charlotte helps overwhelmed and overworked entrepreneurs build customized solutions so they can serve their clients better, automate busywork, and feel confident in their business.

//FREE RESOURCE//
Listeners can enroll in the free ‘7 Steps to Automation’ course so they can set up their first systems and save hours of time. This comprehensive course includes video lessons, exercises for listeners to work through on their own, and templates to tick off all the key items in a Dubsado setup. The link for that free offer will be https://charlotteisaac.com/gmb

Website:

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Social Media Links:

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I use Honeybook for my business CRM a

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