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  • Home
  • About Karen
    • Testimonials
    • Get Knotted by Karen
  • working together
    • Business Health Diagnosis
    • 1 to 1 Accountability
    • Group Accountability
    • Workshops
  • Case Studies
  • Blog
  • Free Stuff
    • FREE Karen's Project Management Top Tips
    • FREE Products vs Profits Infographic
    • FREE Quarterly Checklist
  • Contact
  • New Page

Workshops

Build a FREE Customer Relationship Management (CRM) system for your business

21/5/2019

 
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NEW Workshop: Build a FREE Customer Relationship Management (CRM) system for your business.
Are you a small business owner who doesn’t have a Customer Relationship Management (CRM) system and wants to:
  • Keep Customer Contact Details
  • Assign tasks to your customers that you need to do
  • Track your interactions with your customers
  • Segment your customers based on your sales process or your services
  • Get automatic reminder emails on customer tasks
    and do all of this in 1 place!
Then this workshop is for you. Just bring along your laptop and you will go home with a simple, easy to use CRM tailored just for your business.
Date: Tuesday 21 May 2019
Time: 10am - 12 noon
Location: Totally Holistic Health, 47 Cheadle Road, Cheadle Hulme SK8 5EU
Cost: £45
This interactive workshop will be a max of 4 people, so that you will get individual support working on your own CRM for your business.
We will be using Asana, which is a free software package to help teams organise, track and manage their work. I have applied Asana to use as a CRM, I use it myself and a few of my clients also use it and we all find it works very well for our businesses.
I have researched various free CRM software packages on the market and found them all to be too big, too complicated and too sales focussed for small businesses. So I keep returning to Asana for meeting mine and my clients needs.
Also if you don’t have a CRM system for your business, then you should have!! It will make your life so much easier and give you lots of powerful information all in 1 place.

To book: bit.ly/2TGxCmo

I would love to see you at this brand new workshop,
Karen x

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