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From Chaos to Control: Follow-Ups That Feel Personal: Using CRM to Automate Client Check-Ins with Heart
Welcome to the next post in the 'From Chaos to Control' series. I had a little pause in this series, and now we are back! Today, we’re looking at one of the most important aspects of customer management: Following Up Effectively. Staying in touch with leads and clients can make or break your business, but doing it manually is exhausting and error-prone. Let’s break down how you can transform your follow-up process from haphazard [...]
What Is CRM? And What Can It Really Do For Your Business?
CRM stands for Customer Relationship Management. It is both a way of working and a type of software. If you are working with customers... well you are already doing customer relationship management, systematically or otherwise! You might not have the systems in place yet. At its core, CRM software helps you keep track of your customers and your interactions with them, so nothing (and no one!) falls through the cracks. But that’s just the [...]
From Signup to Success: How Your CRM Can Transform Course Management
Welcome to the next post in the 'From Chaos to Control' series! Today, we’re tackling a huge time-sink for anyone running courses, training sessions, or workshops: Course Participant Management. From sign-ups to progress tracking and follow-up, getting this right makes a world of difference. Let’s break down how you can move from messy, manual processes to a streamlined, automated system. If you missed the earlier articles in the series, jump over and have a look: [...]
From Chaos to Control: Membership Management Without the Headache: Let Your CRM Take Charge
Welcome to the next post in the 'From Chaos to Control' series! Today, we’re looking at a challenge faced by many membership-based organisations: Managing Memberships Effectively. Whether you’re dealing with subscriptions, associations, clubs, or ongoing service contracts, trying to keep everything running smoothly can be a huge hassle. But there’s a better way! Let’s break down how you can transform your membership management from chaotic to controlled, using your CRM. If you missed the earlier [...]
From Chaos to Control: Effortless Event Management: How Your CRM Can Do the Heavy Lifting
Welcome to the second post in the 'From Chaos to Control' series! Today, we're diving into a common challenge for small businesses: Event Management. Whether you’re hosting workshops, webinars, conferences, or networking events, the process can feel overwhelming without the right systems in place. But it doesn’t have to be chaotic. Let’s break down how you can transform your event management from manual mayhem to smooth, automated efficiency. If you missed the first article in [...]
From Chaos to Control: Streamline Your Sales Process: The 5 Must-Have CRM Workflows
Welcome to the first post in the 'From Chaos to Control' series! Over the next few newsletters, I'll be sharing practical tips to using CRM to help you make your business run smoother by building smart systems. Today, we’re starting with the big picture: your sales process. If you feel like your sales management is all over the place, this one’s for you. Let's talk about the five must-have CRM workflows that can streamline [...]
Stop Waiting for a CRM Magic Signal! Yes, I Want to Work With You!
I keep hearing this from small business owners: “I didn’t think you worked with businesses like mine.” It drives me nuts—because YOU are exactly the kind of business I want to help! Sure, what I do is valuable for big organisations, but I also love working with small and growing teams. This is especially true because, in so many cases, there’s an opportunity to make a transformative difference! The Reality Check 🚩 The smaller the business, the more you [...]
How to Approach CRM Updates: DIY, Expert Help, or a Mix?
Your CRM should make running your business easier—not harder. But over time, systems that once worked well can start to feel clunky, outdated, or misaligned with your processes. Signs You Might Need a CRM Update: 🚩 Your team is struggling with inefficiencies—too much manual work, duplicated efforts, or difficulty finding information. 🚩 You’ve outgrown your current setup—processes that worked when you were smaller no longer fit your growing team. 🚩 Customer relationships are slipping—follow-ups [...]
The #1 Question You Must Ask Before Investing in New Tech
This week, I’ve been reflecting on the importance of asking the right questions—rather than obsessing over the right answers. Do you ever procrastinate over important decisions, only to realise later that the answer didn’t matter because you were asking the wrong question? I do. The Lesson of the Tides This summer, I’ve been enjoying swimming in the sea again—despite being a terrible swimmer. A few weeks in, I realised I had been focusing on [...]
How to Spot Hidden Costs For Your CRM
How would you feel, waking up one morning to find out that your new promotion had taken off? Your email list of 800 grew to over 1,000. That would be amazing, right? Except, along with the excitement, you also get an email from your CRM provider letting you know that your monthly license cost is about to double because you’ve moved into the next pricing level! Suddenly, the wind is knocked right out of [...]