What report do you have that is completed by someone else?

We use Keap as our CRM system, and one of my team members runs monthly reports based on tags we apply to contacts. These tags reflect specific interests or needs—for example, “Interested in Reiki Refresher” or “Not interested in online classes.” The tags come from conversations my assistant documents when she’s in touch with clients, students, or program graduates.

 

How does their perspective bring you, and your clients, benefit?

 

This process helps us stay deeply attuned to what people care about. Because my team captures and organizes this information regularly, we can personalize outreach in a meaningful way. When we launch a new program or event—locally or virtually—we’re able to share it specifically with those who’ve already expressed interest, rather than sending generic updates. It helps our community feel seen, respected, and supported—and it allows me to stay focused on serving them soulfully and strategically.