Shows
Pipeline Power: CRM Sales Systems for Business OwnersCommon Onboarding MistakesWelcome to CRM Success Secrets! In our 'Mastering Client Onboarding' series conclusion, we focus on avoiding common onboarding mistakes that can impact client relationships. From complex processes to messaging inconsistencies, we provide strategies to prevent errors and ensure successful onboarding. Join us as we discuss the 'rule of 3' in customer onboarding and strategies for effective product launches. Let's work together to improve customer satisfaction and brand loyalty on CRM Success Secrets. For additional insights and advice, visit http://worksmarterdigital.com to schedule a strategy session. Let's make every onboarding experience exceptional!Key Takeaways:...2024-05-2112 min
Pipeline Power: CRM Sales Systems for Business OwnersStreamlining Communication: Automating Client InteractionsWelcome back to CRM Success Secrets, In Episode 4, "Streamlining Communication: Automating Client Interactions," discover how automation can revolutionize your client engagements. From purchase confirmations to personalized emails, automation becomes your superhero ally, freeing you from manual tasks. Let's transform your business communications into efficient, personalized experiences. Tune in for expert tips on crafting engaging onboarding journeys. Streamline your communications and watch your customer relationships thrive!Key Takeaways:Importance of Streamlining CommunicationEssential Automated EmailsCustomizing Communication According to PackagesAutomating Helpful Content for ClientsUsing a CRM and Automation ToolsQuotes"When a...2024-05-1410 min
Pipeline Power: CRM Sales Systems for Business OwnersContent Crafting: Developing Your Onboarding ContentIn today's episode, we delve into the third stage of our comprehensive 5-step client onboarding mastery guide. Prepare to create engaging onboarding material that not only welcomes but also effectively guides and captivates your new clients right from the start. We'll explore five crucial components: utilizing the onboarding guide as a roadmap, integrating interactive intake forms, maximizing the impact of initial projects, leveraging various learning resources such as guides, videos, and FAQs, and adding a personal touch with customized welcome packs and emails. Join us as we ensure your clients are well-informed, appreciated, and primed for their transformative journey...2024-05-0711 min
Pipeline Power: CRM Sales Systems for Business OwnersMapping the Path: Crafting Your Onboarding JourneyWelcome to another episode of CRM Success Secrets, your ultimate podcast for productivity strategies tailored for business coaches and consultants. In Episode 2 - "Mapping the Path: Crafting Your Onboarding Journey," we focus on mastering client onboarding to convert buyers into loyal advocates. Discover the benefits of a streamlined process that saves costs, minimizes issues, and boosts client satisfaction. Learn how to map out the onboarding process effectively and enhance customer engagement. Whether refining your current strategy or starting fresh, join us on the fast track to CRM success by ensuring your client onboarding process is top-notch....2024-04-3013 min
Pipeline Power: CRM Sales Systems for Business OwnersDefining Success: Identifying Key Performance IndicatorsToday, we kick off our Mastering Client Onboarding: A 5-Step Guide" series with the debut episode, "Defining Success: Identifying Key Performance Indicators." Join us as we explore the core elements of successful client onboarding, emphasizing the crucial role that KPIs play in this process. Learn how to structure onboarding procedures, establish strong client relationships, and build trust right from the start. Gain valuable insights to elevate your onboarding techniques and transform new clients into loyal advocates. Strap in for a deep dive into strategic onboarding strategies and uncover the secrets to enhancing client experiences through tailored key performance indicators...2024-04-2315 min
Pipeline Power: CRM Sales Systems for Business OwnersNavigating Pitfalls for a Smooth 30-Day CRM TransitionIn this episode we aim to help you avoid potential pitfalls and navigate the transition smoothly. Mary Sue draws from her experience in guiding coaches and consultants through this process, emphasizing the importance of thorough planning and preparation. She advises against the temptation to revamp all existing systems and suggests seeking expert assistance for a more efficient and cost-effective transition. Tune in to discover how you can successfully make the leap to an all-in-one CRM within 30 days while maintaining quality.Key Takeaways:Transitioning to an All-in-One CRM in 30 DaysPotential Pitfalls and SolutionsMaking the Leap...2024-03-1911 min
Pipeline Power: CRM Sales Systems for Business OwnersConnecting the Dots of Your Website and CRMIn today's episode, our host Mary Sue Dahill explores the crucial process of connecting your website and CRM. With a step-by-step guide, she delves into seamlessly integrating your forms, appointments, payment pages, and other applications into your CRM. Timing and conducting a thorough website audit are emphasized as key factors in achieving a smooth transition. Tune in as we uncover the secrets to effortlessly gather new contacts and subscribers, optimize your CRM setup for effective lead generation and communication.Key Takeaways:Transitioning to an All-in-One CRMConnecting Website and CRMOptimizing CRM SetupQuotes2024-03-1209 min
Pipeline Power: CRM Sales Systems for Business OwnersTop 5 Systems to Move FirstIn this episode, Mary Sue shares the top 5 systems that are essential for a successful CRM transition. She debunks the myth that it's a daunting task and provides practical insights on prioritizing what truly matters for your business. From nurturing emails to lead generation and client onboarding, Mary Sue offers clear guidance on how to make a seamless transition. Join us to uncover the secrets of simplifying your CRM makeover and streamlining your systems for success.Key Takeaways:The importance of prioritizing systems that enable salesTop 5 Systems: Attracting customers, prospect meetings, client onboarding, closing...2024-03-0516 min
Pipeline Power: CRM Sales Systems for Business OwnersYour CRM Transition RoadmapIn today's episode, we will delve deep into the creation of a CRM transition roadmap, enabling you to streamline and declutter your systems into a unified, harmonious whole. Throughout this episode, we will explore the four fundamental steps of your CRM transition roadmap. Join us as we discuss the creation of a tech consolidation list, efficient organization of your contacts, evaluation of existing systems and automations, and the seamless integration of your website or other technologies into your new CRM. Prepare to simplify your tech stack and enjoy a smooth CRM transition. Be sure to stay tuned for practical...2024-02-2717 min
Pipeline Power: CRM Sales Systems for Business OwnersImportance of a 30-Day TransitionIn this episode of CRM Success Secrets, host Mary Sue Dahill dives into the importance of transitioning to an all-in-one CRM in just 30 days. She addresses common concerns about making the switch, such as complexity, the perceived length of the process, and the fear of a lengthy learning curve. Mary Sue outlines the benefits of a swift transition, including minimizing costs, forcing decisions and prioritization, and creating momentum for change. Listeners can expect practical steps and strategies for efficiently transitioning to an all-in-one CRM in the upcoming episodes. Join us as we uncover the secrets to a successful 30-day...2024-02-2008 min
Pipeline Power: CRM Sales Systems for Business OwnersNew Client Onboarding - The Unseen HeroIn this episode, we delve into the often overlooked but crucial topic of new client onboarding. Host Mary Sue Dahill shares insights on how to leverage your CRM to set the stage for success, create personalized welcomes, and celebrate milestones in a way that fosters a deep and lasting client relationship. Discover how a well-orchestrated onboarding process can be the game-changer your business needs. Tune in to unlock the secrets of maximizing the potential of your CRM in the all-important new client onboarding phase.Key Takeaways:Importance of new client onboardingSetting the stage for...2024-02-1311 min
Pipeline Power: CRM Sales Systems for Business OwnersPersonalization - The Magic of Hyper-PersonalizationIn this episode, we explore the magic of hyper-personalization. Discover how personalization and genuine outreach can have a 10x impact on your CRM strategies. We'll share four key strategies for effective hyper-personalization and how your CRM can help implement them. From celebrating personal milestones to tailored communication, building genuine relationships, and seizing up selling opportunities, we'll show you how personalization transforms transactions into relationships.Key Takeaways:Importance of PersonalizationStrategies for Hyper Personalization using CRMImpact of Hyper Personalization and CRMQuotes"Don't overlook the power of hyper personalization amidst the...2024-02-0610 min
Pipeline Power: CRM Sales Systems for Business OwnersSimple Sales Tracking - Cultivating Excellence in SalesIn this episode, our host, Mary Sue Dahill, delves into the significance of integrating simple sales tracking within your CRM system to elevate your sales performance. Mary Sue shares her personal experiences and illustrates how utilizing a CRM can streamline your sales process, personalize customer interactions, and enhance accountability and goal tracking. By the conclusion of this episode, you will grasp the profound impact a CRM can have on enhancing efficiency, productivity, and conversion rates.Key Takeaways:Strategies for Streamlining Sales Processes and TrackingPersonalized Customer Interactions through CRMImproved Accountability and Goal Tracking with CRMImpact...2024-01-3012 min
Pipeline Power: CRM Sales Systems for Business OwnersFortune is in the Follow-Up - The Art of Not Being ForgottenIn this episode titled "Fortune is in the Follow-Up - The Art of Not Being Forgotten," host Mary Sue Dahill explores the often underestimated power of follow-up within your CRM system. With only 2% of sales occurring in the initial conversation, Mary Sue highlights the untapped growth potential through effective follow-up. She candidly shares her own challenges and offers practical tips for creating a personalized follow-up system that aligns with your personality and business reality. Discover how automating your follow-up process can lead to increased conversions and a more efficient business workflow. Join us as we unlock the secrets of...2024-01-2312 min
Pipeline Power: CRM Sales Systems for Business OwnersFierce Focus on Lead Generation - The Foundation of SuccessWelcome to "CRM Success Secrets", where we unlock powerful strategies for maximizing your CRM investment. In this episode, host Mary Sue Dahill reveals the key to success: a fierce focus on lead generation. Mary Sue emphasizes intentional lead generation, measuring sales activities, content alignment, and utilizing CRM tools. Discover how effective lead nurturing and a unified lead repository can drive business growth. Gain insights on optimizing lead generation and nurturing client relationships for unparalleled success.Key Takeaways:Differentiating Lead Generation from Lead NurturingIdentifying and Cultivating Potential Clients for Lead GenerationPopulating the Sales Pipeline and...2024-01-1611 min
Pipeline Power: CRM Sales Systems for Business OwnersWhy an all-in-one CRM is critical for coaches and consultants?Welcome back to another episode of the CRM Success Secrets Podcast! I'm Mary Sue Dahill, your host, and in today's episode, we will shed light on why an all-in-one CRM is an indispensable tool for coaches and consultants. We have already covered the essential "what, who, where, and when" of CRM in our previous episodes, and now it's time to explore the compelling "why" behind it. Many coaches and consultants may have heard of CRM but struggle to grasp its relevance to their specific business needs. Today, we will delve into the numerous benefits that come with investing in...2024-01-0910 min
Pipeline Power: CRM Sales Systems for Business OwnersWhen is the best time to invest in a CRM?Welcome back to another episode of the CRM Success Secrets Podcast! In today's episode, we will delve into the topic of determining the ideal timing for investing in a CRM. As part of our ongoing series on the 5 W's of CRM, we have already covered the definition of a CRM, its target audience, and sources for finding one. Now, it's time to explore the crucial aspect of when to implement a CRM in your business. We will discuss the different stages in which a CRM becomes indispensable, starting from the early phases of establishing relationships and crafting your messaging...2024-01-0214 min
Pipeline Power: CRM Sales Systems for Business OwnersWhere do you get a CRM?In today's episode, we will be discussing a crucial aspect of CRM - the "where". Many coaches and consultants often struggle with finding the right CRM for their business needs. With numerous options available, it can be overwhelming to make the right choice. But fear not, as I will be sharing the top criteria to consider when searching for the perfect CRM solution. From essential features like contact management and automation to crucial support models and strategy sessions, we'll cover it all. So join me as we explore where to find a great all-in-one CRM and streamline your business...2023-12-1911 min
Pipeline Power: CRM Sales Systems for Business OwnersWho should have a CRM?Welcome back to another episode of the CRM Success Secrets Podcast! In our previous episode, we covered the definition of CRM, and now we'll focus on the important question of who should utilize a CRM. As a business owner, incorporating a CRM into your operations is vital for effectively managing relationships and streamlining your business processes. I firmly believe that a CRM serves as the pulse of your business, particularly in industries where word-of-mouth and referrals hold significant weight. If you're a coach or consultant seeking strategies and proven tactics to enhance productivity and streamline your business using CRM...2023-12-1207 min
Pipeline Power: CRM Sales Systems for Business OwnersWhat is a CRM?In today's episode, we dive into the intriguing world of CRM and unravel its true meaning and capabilities. If you've ever wondered what a CRM is and how it applies to your business as a coach or consultant, then this episode is for you. Mary Sue discusses the five W's of CRM: what, who, when, where, and why. In this first installment, we focus on the "what" of CRM. Discover the definition of CRM and how it encompasses both a process and a software. Mary Sue enlightens us about the importance of defining your own relationship-building process and how...2023-12-0513 min
Pipeline Power: CRM Sales Systems for Business OwnersMarketing and Ideal Client Don't AlignWelcome to a brand new episode of CRM Success Secrets with your host, Mary Sue Dahill. In this episode, I shared insights into sales and marketing strategies for business coaches and consultants, highlighting common mistakes to avoid. We tackle the top mistake: marketing misalignment with your ideal client. I use a real-life example to illustrate the consequences of not adapting your marketing as your ideal client evolves. Tune in for tips on avoiding this trap and ensuring your marketing always resonates with your audienceTakeawaysThe 5 Biggest CRM Mistakes for Coaches and ConsultantsMarketing Misalignment...2023-11-2807 min
Pipeline Power: CRM Sales Systems for Business OwnersLaunching With a Low Cost MembershipIn this episode, we're exploring the five most common CRM mistakes made by business coaches and consultants. We dive into the second of these five mistakes. But first, let's recap the previous ones. Mistake #5 is neglecting to grow your mailing list, while Mistake #4 is overcomplicating technology and systems. Mistake #3 is launching without a promotion plan. Now, we're tackling Mistake #2 – offering a low-cost membership program.This often stems from the belief that setting a lower price point will result in a higher volume of sign-ups. However, Mary Sue shares her experiences, revealing that this approach rarely reaches the ex...2023-11-2108 min
Pipeline Power: CRM Sales Systems for Business OwnersLaunching Without PromotionIn this episode, We're diving into one of the biggest mistakes coaches and consultants make when it comes to their CRM system. In the previous episodes, we covered the fifth mistake, neglecting to grow your mailing list, and the fourth mistake, overcomplicating your systems. But today, we're uncovering a mistake that can truly hinder your success: launching a product or program without proper promotion.Imagine this: You've put your heart and soul into creating a fantastic offering, but when you launch, you're met with silence. Why? Likely because you've overlooked the crucial step of effective promotion. We'll...2023-11-1407 min
Pipeline Power: CRM Sales Systems for Business OwnersList BuildingWelcome to the first episode of CRM Success Secrets! Today, we're delving into a crucial CRM mistake - not nurturing your mailing list. You might wonder if size matters, but the real secret lies in continuous growth and maintenance. Over time, a stagnant list can breed disengagement. I'll share the story of a coach who faced declining sales due to an inactive list, leading to repetitive promotions and decreased engagement. But when she revitalized her list, her sales soared. The lesson here is clear: always prioritize list-buildingTakeawaysImportance of continuous list growth or...2023-11-0706 min
Pipeline Power: CRM Sales Systems for Business OwnersOvercomplicating Your Business SystemsIn this episode of CRM Success Secrets, I'm Mary Sue Dahill, your host. We're diving into a unique perspective to explore effective business systems. We'll dissect the reasons behind this complexity and provide practical advice on how to simplify. Join us as we uncover the downsides of excessive technology, the organic growth of systems, and too much marketing. You'll learn how streamlining your tech tools and taking a strategic approach can lead to CRM success in your coaching or consulting businessTakeawaysOvercomplicating Business SystemsImpacts of Overcomplicating Business SystemsStrategies to Simplify Business SystemsImportance of...2023-11-0710 min
CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue16 Media & CBNation.coIAM1890 - Automation Expert Streamlines Businesses’ SystemsWhy it was selected for "CBNation Architects":
In this episode, Mary Sue Dahill is the featured guest. She utilizes her unique capability to interpret technology for non-tech-savvy individuals and aids business owners in choosing the apt digital tools that can save them significant amounts of time and money.
Key insights from the episode:
Profile: Mary Sue Dahill is an automation expert who assists businesses in streamlining their systems, employing the right digital tools, and automating workflows, enabling them to work smarter and successfully optimize their time and money.
Impact: Mary Sue's...2023-10-1716 min
Pipeline Power: CRM Sales Systems for Business OwnersPilot EpisodeCRM Success Secrets, the podcast where we'll chat about all things CRM (Customer Relationship Management) in a casual, down-to-earth way. The host, Mary Sue Dahill, is a hot mess tamer, CRM expert, and automation queen.If you're a business coach or consultant looking to simplify your daily grind, supercharge your client interactions, and ultimately ramp up your business, you've found your new favorite podcast.Why? Because Mary Sue has a deep passion for systems, but not just any systems – she is all about automated systems. Checklists? Well, they're not Mary Sue’s cu...2023-10-1303 min
High Heels Happy HourCRM - and why it makes your life easier!We continue our “Systems for Productivity” series with the mother of all entrepreneurial systems: Customer Relationship Management, or CRM.
Our guest Mary Sue Dahill is a Hot Mess Tamer, who helps ambitious entrepreneurs tame their marketing systems to get more clients. She is the founder and CEO of Work Smarter Digital, and that’s exactly what this week's episode is all about - having systems that make us work smarter, not harder.
Links:
Free resources: https://worksmarterdigital.com/freebies
Mary Sue’s book: https://www.eatonpress.com/product/the-boutique-effect/
Instagram: @worksmarterdigital2023-01-3137 min
Attract & Stand Out with Darlene Hawley | Online Business Clarity CoachEp 64- Use Strong Systems & CRMs To Convert More Leads Mary Sue DahillMary Sue Dahill is the founder of Work Smarter Digital. She believes if you think smart, use the right tools, and go after your goals, you can achieve anything! Her clients are coaches, creatives, and one-[wo]man band-types that want to create more ideal clients and bring more profit to their business. Her company offers the Work Smarter CRM an all-in-one communication hub that delivers the tools, platform, and your own CRM-expert to help you stop drowning in tech that is sabotaging your success and start creating ideal clients who bring more profit because building a boutique business i...2021-09-2138 min
Business Growth LabUsing Automation to Create High-Touch Experiences with Mary-Sue DahillCreating an impact on existing and new clients is important to most business owners. This is also the main reason why some entrepreneurs are reluctant to jump into the business automation pool. They think automation means losing the high-touch personal experience that clients value. In this episode, Samantha is joined by the founder and CEO of Work Smarter Digital, Mary Sue Dahill. They talk about how you can level up your business by using automation.You may think that automation is all about blasting generic emails. In reality, it allows business owners establish a smarter way to c...2021-09-1931 min
Flushing It OutEpisode 57 - Mary Sue Dahill: Initiate ChangeThis week, Samantha talks with Mary Sue Dahill (“MSD”), the creator of Work Smarter Digital. Samantha and Mary Sue flush out Mary Sue’s transition from the corporate world to entrepreneurship and how the transition started with realizing that she needed to change some things about herself. She also talks about the importance of investing in yourself as an entrepreneur. At the end, MSD provides some extremely valuable nuggets of wisdom for women (and men) in the workplace. So listen in as she and Samantha Flush It Out!2021-02-0236 min
DCfempreneur PodcastS2, E2: Meet The Technology MatchmakerToday's podcast was with Mary Sue Dahill, Founder of MSD Advisors & Technology Matchmaker dives into setting up systems and automation using technology tools for solopreneurs and micro-businesses. Everyday she works with clients to help them automate tedious administrative tasks using technology customized to their business needs to avoid the high cost of hiring. After working with her, clients feel LIBERATED and are converts to automation and good tech. She helps streamline their processes and automate routine activities to reduce their workload, so they can enjoy the freedom and flexibility of working for themselves.
In today's podcast...2019-09-0934 min
The Business Power Hour with Deb KrierMary Sue DahillMary Sue Dahill, CEO of MSD Advisors. She is hired by business owners who are tired of tedious administrative tasks eating up all their time, and what they want is to automate all of those tasks so they can avoid the high cost of hiring AND spend all that new found time totally focused on growing their business. Using her methods, her client’s rave about getting more done with less effort, cutting back on their work time, and saving money on unused technology. Clients include micro businesses that are looking to scale without the headache and costs of hi...2019-08-191h 06