Less Hustle, More Flow: CRM Automation for Busy EntrepreneursDescription:Tired of juggling leads, follow-ups, and client communications all while trying to grow your business? In this dynamic session,
Danielle Anderson, Marketing Consultant and Owner of
DA Servicing, will show you how to put your CRM to work
for you—so you can spend less time on repetitive tasks and more time focusing on what really matters.
Danielle will introduce user-friendly digital tools and automation strategies that help entrepreneurs simplify operations, streamline client onboarding, automate email sequences, and track sales activity—without needing a tech background.
Whether you're just starting your business or scaling your client base, this workshop will help you create efficient, repeatable systems that boost your productivity and professionalism.
You’ll learn how to:- Choose the right CRM platform for your business needs
- Set up automated workflows to save time and reduce errors
- Build personalized customer journeys that run on autopilot
- Improve client retention with timely, consistent communication
- Use data insights to make smarter business decisions
Walk away with practical tools and a clear roadmap to systemize your operations and reclaim your time.
