Organize your Business Online Using Simple CRM Systems & Integrations workshop
with Kathleen James
In this workshop, we will learn:
1. How a CRM system such as Honeybook and Dubsado can help you stay
organized and save time.
2. How to fine-tune your processes for on-boarding & off-boarding clients with ease.
3. Get an idea of what should be in your CRM in terms of workflow, forms, email
templates, payment schedules and more.
4. How to integrate supporting tools such a Calendly and Asana for maximum efficiency.
GET TO KNOW KATHLEEN ⬇️
Kathleen has over 6 years of corporate administrative experience and has been running her own virtual assistant company, The Virtual Spell, for just over 1.5 years. She specializes in helping clients take back their time by providing CRM set-up services, copywriting, social media captions and add-ons, administrative support and influencer management. She brings a wealth of experience working with clients from start-ups, marketing agencies, community organizations, website designers & developers, photographers, coaches, and more. She is passionate about helping to construct smooth and orderly on-boarding processes with a fine-tuned workflow and helping entrepreneurs convey their message into words. Kathleen hopes to one day own a dog and lives in Vancouver, British Columbia, Canada.
FOLLOW KATHLEEN HERE: @the_virtual_spell
Reach out to Kathleen to receive your Business Babes Member-Exclusive gift: kathleen@thevirtualspell.com