Unleashing CRM Superpowers for Clinical Pilates Small Businesses [CRM Series]

The Pilates Business Podcast

Our special guest Casey Hill from ActiveCampaign is back for the next episode of our customer relationship management (CRM) series, diving into the essentials of using CRM effectively beyond just managing contacts, particularly for clinical Pilates studios and similar small businesses.
The discussion unravels the true definition of a CRM, showing off the importance of visual tools like kanban boards for tracking customer relationships, and actions at different stages. Casey shares insights on leveraging CRM for sales, nurturing, and upselling, as well as for saving at-risk clients and identifying high-value customers.
The conversation also touches on the cost-effectiveness of CRM systems, dismissing other tools as incomplete solutions, and suggesting looking for features that offer actionable insights and task management.
Additionally, the episode covers the potential of CRMs in managing existing client relationships, delivering personalised experiences, and focusing on customer education.
The episode concludes with an acknowledgment of the next topics in the series, including a deep dive into Google reviews and standard operating procedures with a special focus on ActiveCampaign.
Tweetables
“What I think of as a CRM is the ability to see those relationships at different stages, and the ability to have a task where you can follow up, you can take an action. To me, that is the true definition of a CRM.”
Casey Hill – Senior Growth Marketing Manager, ActiveCampaign
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Want access to the full show notes, including links to all resources mentioned during today's episode? Visit https://www.pilatesbusiness.com.au/13
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章

1. Continuing the CRM Series with Casey Hill (00:00:00)

2. Exploring the Essence of CRM and Kanban Boards (00:00:32)

3. The Real Value of CRM Beyond Sales (00:02:14)

4. Maximising CRM for Client Retention and Engagement (00:05:15)

5. Personalisation and Automation: The Future of CRM (00:09:16)

6. Harnessing CRM for Small Business Growth (00:10:19)

7. Looking Ahead: Next Steps and Future Episodes (00:12:36)

8. Gratitude and Closing Thoughts (00:17:22)

9. Teaser for Next Week: Mastering Google Reviews (00:17:49)