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Inhoud geleverd door Phylicia Pough, Life & Business Systems Strategist for Moms, Phylicia Pough, and Business Systems Strategist for Moms. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Phylicia Pough, Life & Business Systems Strategist for Moms, Phylicia Pough, and Business Systems Strategist for Moms of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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104. Choosing the Right CRM Solution: 4 Steps to Help You Make A Decision

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Manage episode 453360615 series 3487455
Inhoud geleverd door Phylicia Pough, Life & Business Systems Strategist for Moms, Phylicia Pough, and Business Systems Strategist for Moms. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Phylicia Pough, Life & Business Systems Strategist for Moms, Phylicia Pough, and Business Systems Strategist for Moms of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Choosing the right CRM (Client Relationship Management) solution for your online business can significantly enhance how you interact with clients and streamline your processes. In this episode, I share four essential steps to help you make an informed decision when selecting a CRM that aligns with your unique business needs. Tune in for practical insights and tips that can help you maximize your time and improve client experiences.

LINKS & MENTIONS


RESOURCES



Connect with Phylicia

FB: Phylicia Pough

IG: @phyliciapough

Connect with The Mom CEO Suite

Website: themomceosuite.com

Instagram: @themomceosuite

Join The Mom CEO Suite Email Community

  continue reading

112 afleveringen

Artwork
iconDelen
 
Manage episode 453360615 series 3487455
Inhoud geleverd door Phylicia Pough, Life & Business Systems Strategist for Moms, Phylicia Pough, and Business Systems Strategist for Moms. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Phylicia Pough, Life & Business Systems Strategist for Moms, Phylicia Pough, and Business Systems Strategist for Moms of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Choosing the right CRM (Client Relationship Management) solution for your online business can significantly enhance how you interact with clients and streamline your processes. In this episode, I share four essential steps to help you make an informed decision when selecting a CRM that aligns with your unique business needs. Tune in for practical insights and tips that can help you maximize your time and improve client experiences.

LINKS & MENTIONS


RESOURCES



Connect with Phylicia

FB: Phylicia Pough

IG: @phyliciapough

Connect with The Mom CEO Suite

Website: themomceosuite.com

Instagram: @themomceosuite

Join The Mom CEO Suite Email Community

  continue reading

112 afleveringen

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Are you trying to figure out how to improve client experience in your online business? I'm taking a break from the podcast.. Here's why: To focus on my health Rework my business systems Launch a podcast rebrand I appreciate your support and encourage you to stay connected with me through my email list or on Threads as I prepare to return with new content in March 2025. WORK WITH ME Harmony Systems Sprint RESOURCES The Mom CEO Suite Masterclass Collection: https://www.themomceosuite.com/masterclass CRM: Dubsado - Get 20% off your 1st month (if paying monthly) or 1st year (if paying annually) Livestreaming: Streamyard - Get a $10 credit Website Hosting: Showit - Get 1 month free Connect with Phylicia Threads: https://www.threads.net/@phyliciapough Connect with The Mom CEO Suite Website: themomceosuite.com Instagram: @themomceosuite Join The Mom CEO Suite Email Community…
 
As we close out 2024, I'm reflecting on the importance of "letting go" to make space for what truly matters. In this episode I share some of the specific things I'm releasing for the upcoming year. I open up about my journey of embracing a more sustainable approach to my business and life, focusing on what brings me peace and harmony. You'll hear about my desire to simplify my offers and deepen my spiritual commitments, as well as my plans to detoxify my life for better health. Join me as I encourage you to identify what you might need to let go of, creating room for growth and fulfillment in the new year LINKS & MENTIONS Harmony Systems Sprint Andrea Singletary's Social Media Detox Club Kay Hillman's $chmoney Mama Membership RESOURCES The Mom CEO Suite Masterclass Collection: https://www.themomceosuite.com/masterclass CRM: Dubsado - Get 20% off your 1st month (if paying monthly) or 1st year (if paying annually) Website Hosting: Showit - Get 1 month free Connect with Phylicia FB: Phylicia Pough IG: @phyliciapough Connect with The Mom CEO Suite Website: themomceosuite.com Instagram: @themomceosuite Join The Mom CEO Suite Email Community…
 
Are you ready to achieve Work Life Harmony in the New Year? In this episode, I share essential systems that you can upgrade to create a more fulfilling life as a mompreneur. We'll dive into improving your client experience, content creation and marketing systems, home management, and self-care routines. By implementing these practical strategies, you can streamline your processes and reduce overwhelm, allowing you to focus on what truly matters. Join me as I provide tips and real-life examples to help you design a harmonious workflow that supports both your professional and personal life LINKS & MENTIONS Harmony Systems Sprint Ep 27. Finding Harmony in Life & Business as a Work From Home Mompreneur Ep 53. 7 Things That Made My Life Easier as a Work From Home Mom in Business RESOURCES The Mom CEO Suite Masterclass Collection: https://www.themomceosuite.com/masterclass CRM: Dubsado - Get 20% off your 1st month (if paying monthly) or 1st year (if paying annually) Website Hosting: Showit - Get 1 month free Connect with Phylicia FB: Phylicia Pough IG: @phyliciapough Connect with The Mom CEO Suite Website: themomceosuite.com Instagram: @themomceosuite Join The Mom CEO Suite Email Community…
 
How can we simplify marketing to build a more peaceful, unplugged business? This conversation with marketing educator Addy Lopes dives deep into the concept of cozy marketing and world building strategies that prioritize relationships over transactions. Addy shares her journey of transitioning from a high-touch design studio to a more sustainable business model that allows her to be present for her family while still growing her entrepreneurial endeavors. We discuss the importance of staying rooted in faith amidst the noise of online business and how ethical marketing can foster genuine connections. If you're a mompreneur looking to align your marketing efforts with your values and maintain a balanced life, this episode is packed with insights and encouragement for you. LINKS & MENTIONS Addy's Website Connect with Addy on Instagram Learn how to build your brand world RESOURCES The Mom CEO Suite Masterclass Collection CRM: Dubsado - Get 20% off your 1st month (if paying monthly) or 1st year (if paying annually) Website Hosting: Showit - Get 1 month free Connect with Phylicia FB: Phylicia Pough IG: @phyliciapough Connect with The Mom CEO Suite Website: themomceosuite.com Instagram: @themomceosuite Join The Mom CEO Suite Email Community…
 
Today, I’m diving into how to simplify your business so it aligns with your life as a family-focused mompreneur. Balancing motherhood and entrepreneurship can be challenging, but by streamlining your products, services, systems, and mindset, you can create a more harmonious flow. I’ll share practical strategies to help you reduce complexity and focus on what truly matters, allowing you to be present with your family while still achieving your business goals. From evaluating your offerings to managing your time effectively, these insights will empower you to build a business that serves your life, not the other way around. Join me as we explore actionable steps you can take to lighten your workload and embrace the idea that less can truly be more. LINKS & MENTIONS Harmony Systems Sprint RESOURCES The Mom CEO Suite Masterclass Collection: https://www.themomceosuite.com/masterclass CRM: Dubsado - Get 20% off your 1st month (if paying monthly) or 1st year (if paying annually) Website Hosting: Showit - Get 1 month free Connect with Phylicia FB: Phylicia Pough IG: @phyliciapough Connect with The Mom CEO Suite Website: themomceosuite.com Instagram: @themomceosuite Join The Mom CEO Suite Email Community…
 
Time management can be a significant challenge for many mompreneurs, but I've found that implementing tiny habits has made a remarkable difference in my daily routine. By focusing on small, incremental changes rather than drastic overhauls, I've been able to create a more organized and fulfilling rhythm in my life. In this episode, I share ten simple habits that have improved my time management, from showering before my kids wake up to meal planning and prioritizing my faith. Each habit is designed to help you reclaim your time and boost your productivity, allowing you to balance your business and family life more effectively. Join me as share these practical strategies that can help you experience greater harmony in your work and home life. LINKS & MENTIONS Harmony Private Podcast RESOURCES The Mom CEO Suite Masterclass Collection CRM: Dubsado - Get 20% off your 1st month (if paying monthly) or 1st year (if paying annually) Website Hosting: Showit - Get 1 month free Connect with Phylicia FB: Phylicia Pough IG: @phyliciapough Connect with The Mom CEO Suite Website: themomceosuite.com Instagram: @themomceosuite Join The Mom CEO Suite Email Community…
 
Join me as I chat with Heather Gagnon, a talented website designer specializing in helping wedding professionals attract their dream clients through effective SEO strategies. We dive deep into the importance of having a well-designed website that not only showcases your business but also serves as a powerful marketing tool. Heather shares her journey from being a wedding cake designer to becoming a web designer and explains how she helps her clients get found online. We discuss the critical role of SEO in driving traffic to your website and how it can lead to increased bookings. Plus, we explore the challenges of balancing motherhood and entrepreneurship, emphasizing the need for efficient time management and the pursuit of joy in both life and business. LINKS & MENTIONS ubersuggest.com heathergagnon.co instagram.com/heathergagnonco Grab Heather's Freebie : S howit Template for Instagram links page RESOURCES The Mom CEO Suite Masterclass Collection CRM: Dubsado - Get 20% off your 1st month (if paying monthly) or 1st year (if paying annually) Website Hosting: Showit - Get 1 month free Connect with Phylicia FB: Phylicia Pough IG: @phyliciapough Connect with The Mom CEO Suite Website: themomceosuite.com Instagram: @themomceosuite Join The Mom CEO Suite Email Community…
 
Choosing the right CRM (Client Relationship Management) solution for your online business can significantly enhance how you interact with clients and streamline your processes. In this episode, I share four essential steps to help you make an informed decision when selecting a CRM that aligns with your unique business needs. Tune in for practical insights and tips that can help you maximize your time and improve client experiences. LINKS & MENTIONS Ep 68. Do you need a CRM for your online business? Workflow Work Session Harmony Systems Sprint RESOURCES The Mom CEO Suite Masterclass Collection: https://www.themomceosuite.com/masterclass CRM: Dubsado - Get 20% off your 1st month (if paying monthly) or 1st year (if paying annually) Livestreaming: Streamyard - Get a $10 credit Website Hosting: Showit - Get 1 month free Connect with Phylicia FB: Phylicia Pough IG: @phyliciapough Connect with The Mom CEO Suite Website: themomceosuite.com Instagram: @themomceosuite Join The Mom CEO Suite Email Community…
 
In this episode, I'm comparing two popular CRM platforms: Dubsado and Honeybook. After years of using Dubsado, but experiencing frustration with the platform, I was prompted to explore Honeybook as a potential alternative. Throughout the episode, I share my personal experiences setting up workflows on both platforms, highlighting what I liked and didn't like about each, based on my needs as a mom entrepreneur. Whether you're considering a switch or just curious about the differences, this episode offers valuable insights to help you choose the right CRM for your business. LINKS & MENTIONS Dubsado: Get 20% off your first month or year HoneyBook: Get 30% off your first 2 months or 1 year Harmony Systems Sprint Want to get on the waitlist for the Workflow Work Session? DM me on Instagram or email hello@themomceosuite.com RESOURCES The Mom CEO Suite Masterclass Collection: https://www.themomceosuite.com/masterclass CRM: Dubsado - Get 20% off your 1st month (if paying monthly) or 1st year (if paying annually) Livestreaming: Streamyard - Get a $10 credit Website Hosting: Showit - Get 1 month free Connect with Phylicia FB: Phylicia Pough IG: @phyliciapough Connect with The Mom CEO Suite Website: themomceosuite.com Instagram: @themomceosuite Join The Mom CEO Suite Email Community…
 
Is Pinterest marketing worth it? Have you been considering marketing off of social media and asked yourself that question? In this episode, we discover the potential of Pinterest marketing with insights from Pinterest coach, Michelle Stevens. This episode dives deep into how service providers can effectively use Pinterest to drive traffic and generate leads for their businesses. Michelle shares practical strategies and highlights the power of evergreen content. In addition, she discusses the significance of analytics, outlining key metrics like impressions, saves, and outbound clicks that measure success on the platform. Whether you're just starting or looking to refine your Pinterest strategy, this conversation is packed with actionable tips to help you thrive as an online service provider without being glued to social media. LINKS & MENTIONS Ep 101. Can a Business Succeed Without Social Media? How I'm Marketing As A Mompreneur Without Social Media Michelle Stevens Website Michelle Stevens Instagram Michelle Stevens YouTube Pintererst Profile Mini Course RESOURCES The Mom CEO Suite Masterclass Collection: https://www.themomceosuite.com/masterclass CRM: Dubsado - Get 20% off your 1st month (if paying monthly) or 1st year (if paying annually) Website Hosting: Showit - Get 1 month free Connect with Phylicia FB: Phylicia Pough IG: @phyliciapough Connect with The Mom CEO Suite Website: themomceosuite.com Instagram: @themomceosuite Join The Mom CEO Suite Email Community…
 
Can a business truly thrive without relying on social media? In this episode, I'm sharing my take on this hot topic as I outline my marketing strategy for 2025, which intentionally moves away from social media as a core component. Will I completely ditch social media? No. But I will be focused on leveraging platforms that support searchable content and long term visibility. If you've been looking for ways to do less social media, tune in. LINKS & MENTIONS Ep 40. Why I Ditched Instagram Posting & Implemented the 9 Grid RESOURCES Harmony Systems Sprint Harmony Private Podcast The Mom CEO Suite Masterclass Collection: https://www.themomceosuite.com/masterclass CRM: Dubsado - Get 20% off your 1st month (if paying monthly) or 1st year (if paying annually) Website Hosting: Showit - Get 1 month free Connect with Phylicia FB: Phylicia Pough IG: @phyliciapough Connect with The Mom CEO Suite Website: themomceosuite.com Instagram: @themomceosuite Join The Mom CEO Suite Email Community…
 
Celebrate with us as we mark the 100th episode of the Mom CEO Suite Podcast! In this episode, I break down exactly what a Systems Strategist does. And I explain how a Systems Strategist differs from an Online Business Manager and a Virtual Assistant. If you've ever felt overwhelmed or found yourself drowning in repetitive tasks, this episode will help you identify whether hiring a System Strategist could bring clarity and ease to your business operations. LINKS & MENTIONS The Harmony Systems Sprint RESOURCES The Mom CEO Suite Masterclass Collection: https://www.themomceosuite.com/masterclass CRM: Dubsado - Get 20% off your 1st month (if paying monthly) or 1st year (if paying annually) Website Hosting: Showit - Get 1 month free Connect with Phylicia FB: Phylicia Pough IG: @phyliciapough Connect with The Mom CEO Suite Website: themomceosuite.com Instagram: @themomceosuite Join The Mom CEO Suite Email Community…
 
Join me as I chat with Ashlei White, the inspiring founder of the Bawse Mom Movement, dedicated to empowering moms to embrace their unique journeys while balancing motherhood and entrepreneurship. Ashlei shares her personal story of starting the movement, which began as a podcast during her transition into motherhood, and has since evolved into a vibrant community for moms seeking support and connection. We unpack the societal pressures that often weigh on mothers, discussing the unrealistic expectations of perfection and the importance of prioritizing what truly matters in our lives. We also get into practical strategies for managing our responsibilities and the significance of self-care. LINKS & MENTIONS The Bawse Mom Movement IG: @thebawsemommovement IG: @ms.awhite The Bawse Mom Movement Private Community - An online private community chat for moms to meet new mom friends, seek advice and keep up with the movement RESOURCES The Mom CEO Suite Masterclass Collection: https://www.themomceosuite.com/masterclass CRM: Dubsado - Get 20% off your 1st month (if paying monthly) or 1st year (if paying annually) Website Hosting: Showit - Get 1 month free Connect with Phylicia FB: Phylicia Pough IG: @phyliciapough Connect with The Mom CEO Suite Website: themomceosuite.com Instagram: @themomceosuite Join The Mom CEO Suite Email Community…
 
In this episode, I'm excited to share how I structure my day as a stay-at-home mom entrepreneur with two energetic toddlers. Life with kids is always changing, and as they grow, so do their needs and our daily rhythm. I'll be getting into the flexible framework that helps me find harmony between my business and family life, even when things get a little chaotic. Join me as I walk through my day-to-day from morning to night and discuss why having a structure can actually lead to more freedom. LINKS & MENTIONS Harmony Systems Sprint Harmony Private Podcast Ep 39. Daily Routine for 2 Year Old & Mompreneur Ep 74. 2 Under 2 Routine: Daily Rhythm for WFH Moms RESOURCES The Mom CEO Suite Masterclass Collection: https://www.themomceosuite.com/masterclass CRM: Dubsado - Get 20% off your 1st month (if paying monthly) or 1st year (if paying annually) Website Hosting: Showit - Get 1 month free Connect with Phylicia FB: Phylicia Pough IG: @phyliciapough Connect with The Mom CEO Suite Website: themomceosuite.com Instagram: @themomceosuite Join The Mom CEO Suite Email Community…
 
In this episode, I'm talking about something that plagues many moms and mompreneurs...burnout. I share 3 practical tips that mom entrepreneurs can implement to maintain balance and prevent exhaustion while juggling motherhood and business responsibilities. LINKS & MENTIONS Ep 59. 15 Tasks to Delegate as a Busy Mompreneur Ep 78. How I Use AI Tools to Support Me (Pt 1) Ep 94. How I Use AI Tools to Support Me (Pt 2) Access the Harmony Private Podcast RESOURCES The Mom CEO Suite Masterclass Collection: https://www.themomceosuite.com/masterclass CRM: Dubsado - Get 20% off your 1st month (if paying monthly) or 1st year (if paying annually) Website Hosting: Showit - Get 1 month free Connect with Phylicia FB: Phylicia Pough IG: @phyliciapough Connect with The Mom CEO Suite Website: themomceosuite.com Instagram: @themomceosuite Join The Mom CEO Suite Email Community…
 
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