Your Client Process Should Not Live In Your Head
About this episode
Dolly DeLong discusses the importance of having a structured client workflow and shares tools to improve organization for the busy fall season.
It is the first week of September, which means your inbox is filling up, your calendar is filling up, and somewhere in the back of your brain there is a quiet voice asking whether you forgot to follow up with someone who emailed you two weeks ago. If that is you, hear me before we go one sentence further: you are not a disorganized person. You are not flaky. You are not bad at business. You are missing a system. That's it. And systems are learnable, which makes this a fixable problem before your fall season really gets going. In this episode, I'm walking you through the three Dubsado features I use to organize my family photography client work, plus the visual Trello board I built to catch every task a CRM cannot touch. Here's why I'm covering this now instead of in November: September through December is when most of your year's work shows up and when your capacity is stretched the thinnest. The experience you deliver this fall determines whether you have a busy season next fall. Your client workflow is not just an internal organization thing. It is client experience, it is retention, and it is marketing. What you'll hear in this episode Why a chaotic workflow does not fail…
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- STOP Copying Everyone Else's Black Friday Strategy
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