Keeping Up Without Burning Out: A Practical Guide to CRMs
October 2 @ 10:00 am - 11:30 am
Feeling overwhelmed by customer management and worried you’re dropping the ball?
You’re not alone. Most small business owners know they “should” have a CRM system, but between choosing the right platform, figuring out what information to actually track, and maintaining it consistently, it feels like just another overwhelming project.
What if you could build a system that actually works for YOUR business?
Join me for a comprehensive, practical workshop where we’ll cut through the confusion and build you a clear roadmap for customer relationship management that fits your real business needs – not some theoretical ideal.
What We’ll Cover:
CRM Foundations & Your Business Needs
- What a CRM actually is (and what it isn’t)
- Identifying the essential information YOUR specific business needs to track
- How to think strategically about contact organization
Practical Setup & Implementation
- Platform options by business type and complexity level
- Best practices for naming conventions, categories, and data entry
- How to balance thoroughness with sustainability
Real-World Solutions & Automation
- Live examples of CRM automations that eliminate busy work
- Integration ideas that connect your existing tools
- Maintenance strategies that actually work long-term
Interactive Q&A Throughout Bring your specific questions and challenges – we’ll work through real scenarios together.
Who This Is For
Small business owners ready to move beyond sticky notes and scattered spreadsheets. You don’t need to be tech-savvy, but you do need to be ready for practical, actionable solutions you can implement right away.