CRM Starter Kit
The Prep You Can't Skip
This “mini” course will walk you through two of most important things you should consider BEFORE you dive into your CRM system setup - Organization and Process.
With this “mini” course, you'll learn…
How to set yourself up for success with your CRM.
How to keep your system organized with simple naming conventions.
How to think through and document your existing processes.
Where to get additional help if you need it.
This “mini” course is designed to set you and your CRM up for success by doing some important prep work BEFORE you dive into your system setups. This course will be beneficial to you if you've been using your system for a long time, too, but if you do the work right at the beginning, you'll save yourself a ton of time down the road!
What's Included:
- 4 Videos
- Introduction
- Let's Talk Organization
- Let's Talk Process
- Ready to Dive in?
- Supporting guides
- Naming Convention Cheat Sheet
- Process and Workflow Sheet
Deb Mitzel
Hi there, I'm Deb Mitzel and I LOVE small business, like REALLY love it, and I'm passionate about helping other small business owners find success! With almost thirty years in the business world and over a decade as a small business owner, I have acquired and developed a unique set of skills that I can use to help you level up the "business" side of your business!
I specialize in providing Small Business Consulting & Coaching services, and have extensive experience in all aspects of small business, from marketing and sales to accounting, operations, and beyond.
I have been using 17hats since 2015 and also help clients as a 17hats Implementation Specialist and Marketplace partner. I am excited to offer products and services you can use to level up your business success!