CRM: Staying in touch with existing and potential customers
We will have a look at the key points from the recent Webinar series which dived into Infusionsoft, Keap, and Hubspot.
Also, let's chat about the use of project management systems such as Monday, Asana, and Clickup.
about the presenter
I have been working with small and medium business in regional areas of NSW and QLD since 1990. This has given the opportunity to assist a wide range of business types, industries, and ownership structures. From single-operator service businesses to complex multi-family agricultural operations, small cafés to multi-site hotel groups, cutting-edge engineering companies to digital agencies – there is not much I have not seen, learned from, and can bring to bear on your business.
During that time I have been able to help with their finance structures and costs, developed strategies for cashflow improvement, helped resolve partnership conflicts, assisted with the development of a digital presence and sales channel, and worked through the issues associated with expansion and relocation.
This has provided me with broad base of experience which I can apply to your business, and also access to a wide range of people with expertise in highly specialised areas – to address those challenges which require their particular skillset.
I have also operated my own SME’s during that time, from finance to hospitality and general consulting. This means I have real-world experience behind the advice – I have implemented the strategies we talk about and personally enjoyed their impact.