Sparking Growth | Overcoming Business Obstacles Together

Welcome to Season 1 Episode 6 of the Creative Business Success Podcast! In today's episode, I talked to Anni, a creative consultant for ethical and sustainable businesses. She has a mish-mash of tools cobbled together to form a makeshift client onboarding procedure, but it isn't her dream system. Anni would like to move her client onboarding to a single program (i.e. a client relationship management system like Dubsado) as much as possible, but she first wants to have a concrete plan in place for how to set it up. That's what we're talking about on Sparking Growth today!Here is a cheat sheet of some of the episode highlights:Anni's intro, 00:55Anni's current client onboarding system, 1:40Dubsado: Anni's new CRM, 3:43How workflows will help Anni's client onboarding, 4:40Reducing your email inbox overload within Dubsado, 7:12Setting up a new client onboarding system within Dubsado, 8:24Budgeting and why a CRM like Dubsado is worth the cost, 10:41The importance of a CRM's customer service, 12:43Back to