Sarah Jolly Jarvis

I'm your host Sarah Jolly Jarvis and today we're going to be talking around a real life story actually that illustrates the impact of keeping a CRM up to date, keeping your CRM up to date, especially during a course launch but at any time with your business, particularly when you're looking at cash flow and focusing on leads and ensuring that you have that steady flow of customers into your business.

So Before we get started, what is a CRM? Well, a CRM is a customer relationship management tool, okay? It is used to enable you to get a clear picture of your leads and those people who are doing inquiries, making inquiries into working with you. If you don't have a CRM, don't worry at this stage, all will be revealed later on in this episode.

So Before we get started, what is a CRM? Well, a CRM is a customer relationship management tool, okay? It is used to enable you to get a clear picture of your leads and those people who are doing inquiries, making inquiries into working with you. If you don't have a CRM, don't worry at this stage, all will be revealed later on in this episode.

So Before we get started, what is a CRM? Well, a CRM is a customer relationship management tool, okay? It is used to enable you to get a clear picture of your leads and those people who are doing inquiries, making inquiries into working with you. If you don't have a CRM, don't worry at this stage, all will be revealed later on in this episode.

But for now, let's talk around my client Amy and what was going on with her. Well, she did a course and she was driving new enrolments to that course via a free lead magnet. Now, that's not what I get all my clients to do, but in this situation, this is what this client was working on and working to. So she was putting out and offering a free lead magnet, and then she was then following that up.

But for now, let's talk around my client Amy and what was going on with her. Well, she did a course and she was driving new enrolments to that course via a free lead magnet. Now, that's not what I get all my clients to do, but in this situation, this is what this client was working on and working to. So she was putting out and offering a free lead magnet, and then she was then following that up.

But for now, let's talk around my client Amy and what was going on with her. Well, she did a course and she was driving new enrolments to that course via a free lead magnet. Now, that's not what I get all my clients to do, but in this situation, this is what this client was working on and working to. So she was putting out and offering a free lead magnet, and then she was then following that up.

Very much this lead magnet was relevant to her target audience, which is obviously really, really important, so that she is then able to, if these people want it, she's able to identify them as being a really strong potential of a potential customer.

Very much this lead magnet was relevant to her target audience, which is obviously really, really important, so that she is then able to, if these people want it, she's able to identify them as being a really strong potential of a potential customer.

Very much this lead magnet was relevant to her target audience, which is obviously really, really important, so that she is then able to, if these people want it, she's able to identify them as being a really strong potential of a potential customer.

and so from there which was to then get back in contact with them when she provided them with the resource and then she would find out from them if they wanted more support um more information on that support so amy came to this week's uh check-in with me she's on the courses that convert program so she gets weekly check-ins with me and she came to this week's session and she was a little bit despondent she was a bit like oh you know what the cash flow isn't coming in as i was hoping for

and so from there which was to then get back in contact with them when she provided them with the resource and then she would find out from them if they wanted more support um more information on that support so amy came to this week's uh check-in with me she's on the courses that convert program so she gets weekly check-ins with me and she came to this week's session and she was a little bit despondent she was a bit like oh you know what the cash flow isn't coming in as i was hoping for

and so from there which was to then get back in contact with them when she provided them with the resource and then she would find out from them if they wanted more support um more information on that support so amy came to this week's uh check-in with me she's on the courses that convert program so she gets weekly check-ins with me and she came to this week's session and she was a little bit despondent she was a bit like oh you know what the cash flow isn't coming in as i was hoping for

and you know that that kind of niggling starts with feeling confident and confident in your offer and the market and everything else and we kind of hit pause on that and I said you know what let's look at where we're at let's take stock of the leads that you've got I obviously always come to these things with a sales and marketing focus that's what most of my clients need and you

and you know that that kind of niggling starts with feeling confident and confident in your offer and the market and everything else and we kind of hit pause on that and I said you know what let's look at where we're at let's take stock of the leads that you've got I obviously always come to these things with a sales and marketing focus that's what most of my clients need and you

and you know that that kind of niggling starts with feeling confident and confident in your offer and the market and everything else and we kind of hit pause on that and I said you know what let's look at where we're at let's take stock of the leads that you've got I obviously always come to these things with a sales and marketing focus that's what most of my clients need and you

So I'm always looking at the kind of leads and your pipeline and all that kind of element to kind of get a real understanding of what's going on. And also really importantly, where people are dropping off. But that's that's something for another episode. So I said, you know what? Let's look at your CRM and let's see what we're up to. Now, Amy is quite a new client for me.

So I'm always looking at the kind of leads and your pipeline and all that kind of element to kind of get a real understanding of what's going on. And also really importantly, where people are dropping off. But that's that's something for another episode. So I said, you know what? Let's look at your CRM and let's see what we're up to. Now, Amy is quite a new client for me.

So I'm always looking at the kind of leads and your pipeline and all that kind of element to kind of get a real understanding of what's going on. And also really importantly, where people are dropping off. But that's that's something for another episode. So I said, you know what? Let's look at your CRM and let's see what we're up to. Now, Amy is quite a new client for me.

She's been working with me for the last year.