Building and maintaining strong customer relationships is the core of a business’s success. A CRM (Customer Relationship Management) system allows for automation that strengthens these connections without constant manual effort. From educating customers about our services to sharing success stories and gathering feedback, automation keeps the conversation going. It’s like having an extra set of hands tirelessly working to keep your business top of mind, allowing me to focus on what I do best—growing the business.

The System I Use

I use a platform called HighLevel, and I love it because it’s a one-stop shop for everything I need to run my business. It stores all my contact information and helps me manage web pages, emails, automation, and even social media. The only downside? HighLevel has a steep learning curve and takes time to implement. To help make the process easier, here are a few tips I wish I had known before setting up the system.

Understanding its Features

• Pipeline: A pipeline helps organize contacts into different stages of the buying process, giving you a clear view of where each contact stands in their journey.

• Tags: Tags allow you to segment and categorize your contacts. This makes it easier to personalize communication and optimize your outreach strategy.

• Calendars: Whether it’s one-on-one meetings or group appointments, you can customize calendars and connect them to automated email workflows that send reminders and relevant info before or after the meeting.

• Landing Pages: CRM-powered landing pages make lead management seamless by capturing potential clients and nurturing those relationships effortlessly.

Case Study: Reviving Client Engagement with Workflow Automation

Client Challenge: One client had been trying to reconnect with a previous contact for over two years with no success. 

Our Approach: We crafted a targeted re-engagement strategy by addressing key questions:

• Can contacts be grouped based on similar interests?

• What’s the right message for each group?

• How often should follow-ups occur?

• Should clients choose how they receive communication?

Solution:

• Email Templates: Custom-tailored to each contact group.

• Forms & Landing Pages: Designed to capture responses and gather interest.

• Automation: Workflows triggered timely follow-ups.

• Campaign Execution: We launched the campaigns, re-engaging dormant leads.

Results: Within 24 hours of launching the campaign, the client received a response from a prospect they hadn’t heard from in two years. This illustrates how powerful strategic automation can be in reviving inactive leads.

Mistakes to avoid when implementing a system

Overcomplicating the Process: Complex systems can overwhelm your team and reduce productivity. Start simple, focusing on essential processes, and scale complexity gradually.

Underestimating the Importance of Training: Assuming your team will adapt without proper training is a mistake. Invest in comprehensive training and provide ongoing resources to ensure smooth adoption.

Ignoring the Need for Flexibility: A rigid system can hinder future growth. Choose solutions that are adaptable and scalable as your business evolves.

Failing to Secure Buy-in from the Team: Lack of team support can derail system implementation. Involve employees in the decision-making process to ensure their buy-in.

Neglecting Data Security and Compliance: Overlooking security and compliance can lead to serious issues. Prioritize secure systems and train your team on data protection best practices.

Conclusion

Implementing a new system can come with a learning curve and require an investment of time and effort. That’s where my team at Goals To Results steps in. We provide a HighLevel system equipped with the tools to elevate your brand, ensuring you remain top-of-mind with automated workflows—at a price that won’t stretch your budget! Unlike our competitors, we don’t just hand you a CRM and leave you to figure it out on your own. We help you fully integrate the system into your business. With packages starting at just $147 per month, we have options to fit anyone's needs and budget.

Download my 30 Tips for Small Business Owners—things I wish I had known sooner.

Learn more about the system we use to help our clients.

Explore how a system improved business operations in our case study.