I’ll be the first to admit that organization is not my strong suit. That is why I hired Kelli from Kay and Co Studio to organize the backend systems, CRMs, and workflow of my business. And today, Kelli joins me on the podcast to talk about why getting your business’s backend neat and tidy can save you so much time and effort.

In this episode, Kelli explains…

• What a CRM system is and how it can benefit your business

• Top recommendations for first-timers who are setting up their systems

• How workflows and automation can influence a client’s experience

Kelli discusses the dos and don’ts of automation, such as when to use them and when to avoid them.

She also explains the difference between Honeybook and Dubsado, two very popular CRM software.

And if you need more convincing to get your systems and CRMs together, Kelli shares the average number of hours she has saved her clients simply by staying organized.

If you constantly feel strapped for time and you’re looking for an easier way to manage all the moving parts of your business, this episode is for you. Tune in, take notes, and let’s get you organized.

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RESOURCES MENTIONED:

• Follow Kelli on Instagram @kayandcostudio 

• https://www.kayandcostudio.com/  

• Apply to work with Kelli and her team with her VIP Weekends or VIP Day services. You can learn more and apply to work with her here: www.kayandcostudio.com/vipservices 

ADDITIONAL RESOURCES:

• Follow Karima on Instagram @karima.creative

“People like to think that process and workflow are the same things. They’re not. A process is the step-by-step things that you, your clients, and your team might go through for one type of service or project. And your workflow in the CRM system is basically what can be automated, what can be sent for me and what can be templated out for me.” – Kelli