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39 | Do You Have a 5 Minute Booking Process? How to Create One (+ More Tips to SIMPLIFY Your Life With Your CRM) with Colie James

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Manage episode 444364088 series 3606767
Kandungan disediakan oleh Kara Duncan. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Kara Duncan atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Five minutes into this episode, I realized just HOW much value Colie was bringing to the conversation. I already knew she was brilliant in systems and client experience, but if you’re not familiar with her yet, get ready. After recording, I made it a goal to implement everything she recommended, and it took me about two and a half hours (though it could’ve been quicker if I hadn’t overthought the details!). You're going to LOVE this episode so let’s get into it!
We dive into the bare minimum customer experience, her five-minute booking process that boosts your revenue, and how to personalize your customer experience with automation. She also shares how she uses Airtable—without giving too much away, this episode is packed with insights.

🎙️ In This Episode:

  • What does a "bare minimum customer experience" look like?
  • How to set up a 5 minute booking process (to get paid fast)
  • How to personalize your customer experience WITH automation
  • How we can use Airtable to keep organized

Links Mentioned:

  continue reading

45 episod

Artwork
iconKongsi
 
Manage episode 444364088 series 3606767
Kandungan disediakan oleh Kara Duncan. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Kara Duncan atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Five minutes into this episode, I realized just HOW much value Colie was bringing to the conversation. I already knew she was brilliant in systems and client experience, but if you’re not familiar with her yet, get ready. After recording, I made it a goal to implement everything she recommended, and it took me about two and a half hours (though it could’ve been quicker if I hadn’t overthought the details!). You're going to LOVE this episode so let’s get into it!
We dive into the bare minimum customer experience, her five-minute booking process that boosts your revenue, and how to personalize your customer experience with automation. She also shares how she uses Airtable—without giving too much away, this episode is packed with insights.

🎙️ In This Episode:

  • What does a "bare minimum customer experience" look like?
  • How to set up a 5 minute booking process (to get paid fast)
  • How to personalize your customer experience WITH automation
  • How we can use Airtable to keep organized

Links Mentioned:

  continue reading

45 episod

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