Creating a Cohesive Client Experience in Your CRM that Converts with Ashley Tindall

Business-First Creatives

Feb 15 2024 • 48 mins

It's not too often that I bring someone on the podcast who does exactly what I do (let's be honest, I never have), but Ashley Tindall of Solution Integrators joins me in today's episode to discuss the value of systems from the perspectives of systems strategists. There is so much value in creating a cohesive client experience in your CRM that not only converts, but allows you to stand out to and connect with your clients. Listen in as we highlight some of the biggest struggles we see our clients face, our thoughts on the tools and solutions that are available, and why we believe it's or job to save you time and money.

Today's episode is brought to you by my Client Hub Template inside the DIY Systems Template Shop. Business owners often have their client information spread across a variety of different tools, making it hard to access the information they need to make critical decisions. That's why I built the Client Hub Template for Airtable, to take the guesswork out of building your own!

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