I’m chatting with Charlotte Isaac all about up-leveling your CRM into an operational powerhouse. Charlotte shares how most wedding professionals aren’t using their CRM to their full potential and give us some great advice on how to truly turn it and work on our business vs. in our business. A little bit about Charlotte helps overwhelmed and overworked entrepreneurs build customized solutions so they can serve their clients better, automate busy work, and feel confident in their business.
Free Offer! Tea with Jainé listeners and followers can enroll in Charlotte’s free ‘7 Steps to Automation’ course. The course will help you with setting up your systems and will save you a lot of time! This comprehensive course includes video lessons, exercises to work through on their own, and templates to tick off all the key items in a Dubsado setup. Click on this link to claim your free offer.
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