CRM Set Up + Workflow Creation
LEARN ALL ABOUT IT!
Tune into this Unbound Turnarounds episode to learn ALL about workflows + automation!
If you are craving a seamless experience for your leads, clients, and yourself, implementing workflows is the answer!
A customer relationship management (CRM) system allows you to track clients and their activities in one spot. A workflow is simply a series of steps that take a relationship from initiation to completion. These steps can have automation which reduces repetitive, manual tasks and ensures consistency. You create workflows in a CRM.
Check out Dubsado and read our blog post about why it is our preferred CRM. If you use another CRM, we can chat about transitioning you to Dubsado.
Workflows provide:
More brain space by getting the steps out of your head and into the system.
More peace of mind by knowing nothing will get missed because it is outlined in the workflow.
More time by automating simple tasks or making them quick to approve or execute.
Ways to use Workflows
Need a workflow for lead management so your potential clients are more likely to convert?
Want a way to ensure every client feels supported and gets their deliverables?
Working with a team (staff or contractors) and want an easy way to onboard them?
Hosting a podcast and want to manage guest relations and skip the confusion of which step each episode is on?
Planning a retreat or an event and want to ensure every attendee submits what is needed and gets the information they need?
Working as a realtor and want separate, streamlined processes for buyers and sellers?
Spoiler alert…a workflow is the key!
Read more about how to use workflows in your business.
Services
The Most You: Full CRM implementation: Includes guiding you through setting up your Dubsado account as well as executing the proven More You method for workflow implementation outlined below.
More You: Workflow implementation: Includes all of your workflow implementation following the proven More You method outlined below. This is for clients who are already set up in Dubsado.
*Investments vary based on the scope of work but fall between $2000-$900 USD.
*Realtors, podcast hosts, and event management workflows get $600 off!
*Are you a returning More You workflow client? Get in touch for a discounted rate!
3. A Little More You: Strategy Call: A 90-minute strategy call for an investment of $175 to discuss how to utilize Dubsado for your business so you have a game plan to move forward on your own. If you decide to choose one of the services above afterward, the full amount will go toward that package.
EXPERT SUPPORT
It takes a lot of time to figure out the intricacies of creating a workflow, so lean on our experience, best practices, and expertise!
Certified Dubsado Specialist
6+ years of experience
40+ entrepreneurs supported
“Working with More You brought so much ease to my life and my business when I was just starting out. I didn’t know the first thing about CRMs or workflows and More You helped me break down my registration and sales processes so they could be fully automated. With their help, I was able to save hours of manual admin time and direct my focus toward creativity and doing what I love. Highly recommend, hands down, to anyone seeking more flow and a stellar ROI. ”
Proven More You Method
Start with a free 30-minute consult to help determine if we are the right partners for you. Once you are on board, we’ll take you through our proven More You process.
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We’ll chat to learn more about you, your business, and your goals.
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We’ll get granular and talk about the actual steps you need to include in your workflow. Afterward, you’ll receive a customized list of assets we will need for your workflows. This will include questions for forms, emails, invoice terms, etc.
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Now sit back and relax! We’ll work away behind the scenes and build your workflows and communicate back and forth via email for any questions that arise.
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Once the workflows are in place, we’ll test each and every aspect to make sure it works as expected.
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We’ll share a standard operating procedure (SOP) document with you that includes videos on how to use the workflow and how to make changes to it going forward. Then, we’ll set up a final call to walk through the set up and address any questions you may have. We’ll then be available to you via email for 30 more days for any questions that may arise.
If you need more support building out new workflows in the future, you’ll get a discount!
Let go. Live more.
You’re one email away from sanity and serenity in your business. Let’s talk about how we can help support your vision, relieve stress, and put your focus back on what you—and only you—do best.