When I was first starting my business, I thought I could do everything for free and that there was no need to invest in tools when I could do it cheaper or even for free. One of those areas of my business was a CRM, also known as customer relationship management, which is used for managing customer interactions and data. I thought, "I don't need this. It's a waste of money." I didn't understand why I should invest when I could use Notion and a DIY template. However, months later, I discovered that leads had gone unresponded to because my website failed to alert me, and the backend was ineffective at finding a mutual time for discovery calls. Not only was it making everything difficult and consuming too much time, but I finally said to myself, "I can't keep doing this." So, I chose to invest in HoneyBook after a friend suggested it and I found a 50% off deal for the year. I thought, "This is my chance to test out the tool." Because the truth is, when you're starting a business as a solo entrepreneur, every dollar counts, and you want to ensure it's going to the right place. It's been magical. I can now have a contact form, and I get alerted about a new contact. I have an automation sequence, so I never have to write another email, and prospects can book a time on my calendar. I can use lead forms and digital invoices, so I can slowly move away from only accepting checks. It has me shaking my head, wondering why I didn't invest sooner. Here's your sign: you do have to invest in order to make money, and a CRM like HoneyBook has been my best investment yet. Check it out for yourselves here.
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AuthorI’m Caitlyn Grad, a marketing and communications expert who helps clients excel in social media, email marketing, and digital campaigns. Archives
August 2024
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