Sarah Jolly Jarvis
π€ SpeakerAppearances Over Time
Podcast Appearances
She's been working with me for the last year.
She's been working with me for the last year.
four and a half weeks and so she has been in the process of we use go high level having used a number of CRM systems in my lifetime I have found that go high level does have it's a really good system for keeping track of it's a very simple system when people get used to it but obviously it's part of a much more monstrous software and so it is quite daunting particularly to start off with so
four and a half weeks and so she has been in the process of we use go high level having used a number of CRM systems in my lifetime I have found that go high level does have it's a really good system for keeping track of it's a very simple system when people get used to it but obviously it's part of a much more monstrous software and so it is quite daunting particularly to start off with so
four and a half weeks and so she has been in the process of we use go high level having used a number of CRM systems in my lifetime I have found that go high level does have it's a really good system for keeping track of it's a very simple system when people get used to it but obviously it's part of a much more monstrous software and so it is quite daunting particularly to start off with so
When we got onto her CRM, being a client, she has a sub account with me, so I'm able to access that and have a look. It was clear that she hadn't been keeping it up to date. She was already cringing and looking uncomfortable before I even opened it up. And she said, you know, yeah, I haven't been keeping up to date. I've had it on this kind of scrap of paper and that kind of scrap of paper.
When we got onto her CRM, being a client, she has a sub account with me, so I'm able to access that and have a look. It was clear that she hadn't been keeping it up to date. She was already cringing and looking uncomfortable before I even opened it up. And she said, you know, yeah, I haven't been keeping up to date. I've had it on this kind of scrap of paper and that kind of scrap of paper.
When we got onto her CRM, being a client, she has a sub account with me, so I'm able to access that and have a look. It was clear that she hadn't been keeping it up to date. She was already cringing and looking uncomfortable before I even opened it up. And she said, you know, yeah, I haven't been keeping up to date. I've had it on this kind of scrap of paper and that kind of scrap of paper.
Having bits of information all over the place does not help you to get clear on what's going on. It doesn't give you that snapshot that a CRM can give you. It also doesn't give you that one-stop shop for understanding, okay, what are my actions today? Who am I following up with? Who am I expecting payment in from? What's going on with this client? it's all over the place.
Having bits of information all over the place does not help you to get clear on what's going on. It doesn't give you that snapshot that a CRM can give you. It also doesn't give you that one-stop shop for understanding, okay, what are my actions today? Who am I following up with? Who am I expecting payment in from? What's going on with this client? it's all over the place.
Having bits of information all over the place does not help you to get clear on what's going on. It doesn't give you that snapshot that a CRM can give you. It also doesn't give you that one-stop shop for understanding, okay, what are my actions today? Who am I following up with? Who am I expecting payment in from? What's going on with this client? it's all over the place.
And with it all being all over the place, you've got to remember where you put it. And then you've got to make, it's very easy to drop the ball on a client or two because the information isn't all in that one place. It isn't all readily available. It's not easy to see if somebody is missing. If you're anything like me, give me a weekend between my conversation with somebody and
And with it all being all over the place, you've got to remember where you put it. And then you've got to make, it's very easy to drop the ball on a client or two because the information isn't all in that one place. It isn't all readily available. It's not easy to see if somebody is missing. If you're anything like me, give me a weekend between my conversation with somebody and
And with it all being all over the place, you've got to remember where you put it. And then you've got to make, it's very easy to drop the ball on a client or two because the information isn't all in that one place. It isn't all readily available. It's not easy to see if somebody is missing. If you're anything like me, give me a weekend between my conversation with somebody and
and rethinking about them and I can quite easily have forgotten and dropped the ball on things, particularly when you're speaking to multiple people a week. With information all over the place, it meant that we didn't have a clear understanding of how many people had taken up the resource
and rethinking about them and I can quite easily have forgotten and dropped the ball on things, particularly when you're speaking to multiple people a week. With information all over the place, it meant that we didn't have a clear understanding of how many people had taken up the resource
and rethinking about them and I can quite easily have forgotten and dropped the ball on things, particularly when you're speaking to multiple people a week. With information all over the place, it meant that we didn't have a clear understanding of how many people had taken up the resource
And then from that, how many people had responded when the resource had been sent to them on their DMs or on their emails. And then where those people had then dropped off in that process from initial, yes, I'd like the resource through to booking a call and signing up. And so it was very difficult to identify who was to be followed up, what stage people were at.
And then from that, how many people had responded when the resource had been sent to them on their DMs or on their emails. And then where those people had then dropped off in that process from initial, yes, I'd like the resource through to booking a call and signing up. And so it was very difficult to identify who was to be followed up, what stage people were at.
And then from that, how many people had responded when the resource had been sent to them on their DMs or on their emails. And then where those people had then dropped off in that process from initial, yes, I'd like the resource through to booking a call and signing up. And so it was very difficult to identify who was to be followed up, what stage people were at.