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Embracing Workflows & Automations in Your CRM: HoneyBook Case Study with Brittany Herzberg

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Manage episode 443362357 series 3605403
Indhold leveret af Colie James. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Colie James eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

If you've been signed up and sitting with a CRM that hasn't been officially set up for your business, you're leaving time and money on the table. Today's guest was doing exactly that—Brittany Herzberg has had an account with HoneyBook for the last 6 years, yet she never took advantage of the built in features that could save her time and money. Listen in as we discuss the importance of simplification and automation of business processes and how Brittany's new HoneyBook setup has saved her time and reduced stress.

Make sure you listen to part one of this conversation over on The Basic B Podcast.

Today's episode is brought to you by my CRM Setup Services! If you're in a space where you know just how valuable getting organize with workflows and automations in your CRM can be for your business, yet you just don't have the time or energy, I offer a range of setup services to help you tackle your systems to-do list inside Dubsado and HoneyBook.

Mentioned in this Episode

Simple SEO Series

Dubsado

HoneyBook

The Basic B Podcast

Ellen Yin

HoneyBook vs. Dubsado Blog Post

How to Optimize YouTube Case Study Videos w/ Jamar Diggs

Connect with Brittany

Website: brittanyherzberg.com

Instagram: instagram.com/brittany_herzberg

Podcast: brittanyherzberg.com/seo-podcast

  continue reading

175 episoder

Artwork
iconDel
 
Manage episode 443362357 series 3605403
Indhold leveret af Colie James. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Colie James eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

If you've been signed up and sitting with a CRM that hasn't been officially set up for your business, you're leaving time and money on the table. Today's guest was doing exactly that—Brittany Herzberg has had an account with HoneyBook for the last 6 years, yet she never took advantage of the built in features that could save her time and money. Listen in as we discuss the importance of simplification and automation of business processes and how Brittany's new HoneyBook setup has saved her time and reduced stress.

Make sure you listen to part one of this conversation over on The Basic B Podcast.

Today's episode is brought to you by my CRM Setup Services! If you're in a space where you know just how valuable getting organize with workflows and automations in your CRM can be for your business, yet you just don't have the time or energy, I offer a range of setup services to help you tackle your systems to-do list inside Dubsado and HoneyBook.

Mentioned in this Episode

Simple SEO Series

Dubsado

HoneyBook

The Basic B Podcast

Ellen Yin

HoneyBook vs. Dubsado Blog Post

How to Optimize YouTube Case Study Videos w/ Jamar Diggs

Connect with Brittany

Website: brittanyherzberg.com

Instagram: instagram.com/brittany_herzberg

Podcast: brittanyherzberg.com/seo-podcast

  continue reading

175 episoder

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