We use the Acuity Scheduling software. It is great for following up with clients, appointment reminders, as well as tracking information and important dates. We also use a e-newsletter software that lets us know who has see. Our emails, who has opened our emails, as well as who yet to engage.
Also, as a general practice, we like to have meetings with potential/interested parties before they work with us so we can create a relationship, and progress towards everyone's desired goals.

Share a place in your business where you’ve created a process to initiate.
<ul>
<li>Do you use a CRM system with follow up reminders?</li>
<li>Do you keep client’s birthdays on your calendar?</li>
<li>Do you have a standing day and time for coffee?</li>
</ul>
Describe the system you have, and the benefit you get.

Joseph Massingill

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