81. How to Elevate Your Client Experience with a CRM System with Kelli Esquilin

September 1, 2021

To both my side hustlers and non-side hustlers – I see you out there hustling something. This might be your family life, your social calendar, business, or even multiple businesses. The point is, if you’re not consolidating the calendars and to-do lists of all those different aspects, managing your life can be a little chaotic. The same can be said for all the moving and client-facing parts of your business.

Kelli Esquilin is a systems strategist and the founder of Kay + Co. Studio. She knows what it’s like to feel overwhelmed and frustrated by all the administrative work and processes involved in dealing with a client. In today’s episode, Kelli helps you get organized and streamlined so that you can avoid the overwhelm and chaos of easily automatable tasks.

Kelli walks us through her 3 steps to streamlining your business and client experience. She also shares her biggest tips and tricks for mapping out your processes and workflows. If you’re ready to consolidate and elevate your client experience with a CRM system (such as Dubsado or Honeybook), this episode is for you.

Episode Highlights

Why it’s important for you to elevate your client experience (4:31)
Planning the process from beginning to end (6:30)
How to build everything out and turn your plans into reality (9:09)
Creating the workflows and putting it all together (12:15)
Honeybook vs. Dubsado – which is right for you? (16:40)
The one big step you should not miss (17:51)

Thank you for tuning in this week! If you enjoyed this episode, please leave a review and subscribe for more on how to build your authority and audience on the gram while juggling all the things and other tips on building your side-hustle from myself and our amazing guests!