Your CRM
Ā
How to Implement CRM into Your Coaching Client Acquisition System
Implementing a CRM system into yourĀ client acquisition system is a strategic move to boost client management. Follow these steps to get started:
1: Access the Launchpad:
Access your CRM system's launchpad, where you'll find options to connect various platforms.
2: Connect Integration Options:
Choose from a range of integration options such as Google My Business, Facebook, webchat, and Stripe. Connect the platforms you use or intend to use for client interactions.
3: Access Settings and Integration:
Navigate to the settings menu within the CRM system. Look for the integration section and proceed to connect to your Google account.
4: Explore Additional Integrations:
Optionally, explore other integration options available, such as TikTok, Shopify, Instagram, QuickBooks, and Clio. Connect these integrations to further enhance your CRM capabilities.
5: Utilize the Conversation Hub:
Once your integrations are set up, navigate to the conversation section within the CRM system. Here, you'll find a complete list of leads and clients, with each message tagged with its source (email, Instagram, Facebook, etc.).
6: Efficiently Manage Conversations:
Review and reply to client messages directly from the conversation hub. It can benefit you from a comprehensive overview of client interactions and sources.
By following these steps, you can harness the power of CRM to streamline client relationship management, improve communication, and make data-driven decisions to elevate your coaching practice.
