From Setup to Sales in 30 Days

Unravel the secrets of swiftly transitioning to an all-in-one CRM. In this ambitious 5-part journey, discover why a 30-day migration timeline is crucial—it cuts costs, forces tough decisions, and instills urgency. Learn to create a migration plan, prioritize systems for migration, and make connecting all your tech a breeze.

Worried about timelines?

Fear not, as we delve into why migrating in 30 days is achievable, sharing insights on house cleaning, budgeting, and tackling unexpected hiccups. Tune in for a comprehensive guide to streamline your systems for optimal efficiency and success in the realm of CRM. 🚀

Episode 1: Why Go From Setup to Sales in 30 Days?

Welcome to CRM Success Secrets, your guide to streamlining your systems into an all-in-one CRM. In this series, we'll tackle the challenge of making the switch in less than 30 days. Sound ambitious? That's the plan! Let's discuss why this tight timeline is crucial—it cuts costs, forces tough decisions, and instills urgency. Stick around for the series, and we'll walk you through the steps to achieve this ambitious timeline.

Episode 2: Migration is Easy with a Plan

In Episode 2, we dive into migration plans. Don't let the term intimidate you! A migration plan is simply getting organized. We'll guide you through creating a list of priorities: what's being consolidated, where your contacts are, and what systems or automations you want to rebuild. It's all about making a game plan, so stay tuned for the details!

Episode 3: Systems to Migrate First and Why

Episode 3 is all about demystifying the process. We discuss which systems to migrate first and why. Spoiler alert: it's simpler than you might think. We'll prioritize the top 5 systems that most coaches and consultants usually have. Get ready to streamline and clean house in this crucial step!

Episode 4: All-In-One CRM Makes Connecting All the Dots Easy

In Episode 4, we make consolidation a breeze. Worried about connecting your systems into an all-in-one CRM? Fear not! Most clients make the switch in less than 30 days, and so can you. This time, we're talking about the super-simple steps to connect your website and any other tech you're using. It's all about replacing forms, timing things right, and making those connections seamless.

Episode 5: Migration Timeline - How Can This Possibly Take 30 Days?

Our journey wraps up with Episode 5, where we spill the beans on the Migration Timeline. Does the idea of migrating in 30 days sound like a unicorn? Well, it's not! We're here to tell you it's very doable. From cleaning house to budgeting for a few extra months, we'll discuss how to make this ambitious target a reality. Tune in for the grand finale of our 5-part series! 🚀