Are you ready to LEVEL UP your client management game?

There was a time where I had NO CLUE how many clients I had, where they were in my cake process, if they had paid me yet, or even HOW they found me in the first place. I would forget to respond in a timely manner, spend hours writing the same e-mails over and over, and would be chasing clients down for their final payments.

If you've been there too, this episode is for YOU!

Today's special guest is Veronica Lugo- a systems expert who is not only obsessed with helping you automate and streamline your business, but also knows how to incorporate heart and soul into her process, and cares about saving YOU personal time and energy (because she own's a business too!).

We're going to be chatting about:

What a client management system (CRM) is and how it can help you in your baking business
What a workflow is and how to create an automated one using a CRM
Some common pain points that you might experience in your business and how a CRM can help you!
Our FAV CRM, Dubsado :)

How to work with Veronica:
-Inquire on her website, where she can help you with a Systems Setup, a Systems Audit, Workflow call, etc.
-Follow her on her SS Instagram
-Check out her makeup business IG for plenty of antics
-Use her affiliate code for a percentage off of Dubsado!

Support the Pod:
-On Instagram or by leaving us a review on Spotify or Apple Podcasts
-Follow Flouretta Sweet on Instagram or check out Blayre's website

Ep. 18: How to Hack your Workflow, Elevate your Client Experience, and Reclaim Power in your Business | Veronica Lugo of Savage Systems 01:20:53 Share

Whisk Management

Shownotes Transcript

Ep. 18: How to Hack your Workflow, Elevate your Client Experience, and Reclaim Power in your Business | Veronica Lugo of Savage Systems