{LIMITED TIME BONUS} Introduction to Building CRM Workflows

10/27/21 • 16 min

I’m continuing our conversation about automating CRM information management using workflows. In the last limited-time bonus episode I explained what workflows are, the benefits of building workflows, and how to identify when you can use a workflow.

In this episode, I walk you through the planning and exact script I use to build workflows with my clients. I also share examples of the most popular CRM workflows I see and tell you how to get my workflow builder worksheet to help you build your own workflows – no matter what CRM system you have.

This is a special bonus episode of the Marketers Take Flight Podcast that will only be available until November 30, 2021. And it’s just a sample of the type of bonus content you can get by becoming a Marketers Take Flight Community Member.

If you’re looking for a mentor. Someone to go alongside you AND who gets what it’s like to be an AEC marketing, push you to that next career level while giving you actionable advice, like this very episode, then join the Marketers Take Flight membership community.

For as little as $5/month you’ll get bonus podcast content, early and discounted access to training, and individualized support from me. Go to marketerstakeflight.com/mentor to learn more and join today.

Previous Episode

042: Selecting the Best A/E/C CRM, Part 2

Is your firm thinking about a new CRM system? Does your firm even need a CRM system? In this episode, I’m back interviewing Jan Flesher and Courtney Kearney on where firms go wrong when selecting a new CRM system. From deciding if your firm even needs one to streamline those people involved in the selection process, today’s episode covers all the important aspects of CRMs.

We talk about what you’ll need to gather first to analyze what type of CRM system you need. What is its purpose? Who will use it? What data will you collect? What data needs to be collected. We answer these and lots more in this episode, “Selecting the best AEC CRM.”

Where do firms go wrong when selecting a CRM system? 4:15
You need a clear definition – CRM is a journey: 6:03
Project Phases and Milestones to keep track of: 6:26
Is Principal Involvement Necessary? 7:48
What really IS a CRM? 8:43
Beware of the Squirrel Mentality: 10:42
Don’t forget your Mobile Apps: 12:01
Why is proper education on using the CRM necessary? 13:01
Who should be involved when selecting a CRM system? 17:39
Don’t forget about the Finance department: 23:36
How can Courtney’s firm help you? 28:03
How can Jan’s firm help you? 30:10
How can Lindsay’s firm help you? 35:16
Courtneys #1 piece of advice for those new to AEC industry: 36:46
Jan’s #1 piece of advice for those new to the AEC industry: 37:11

Learn more about Jan and Courtney and get the resources mentioned in the episode here: https://www.marketerstakeflight.com/42
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Are you looking for a mentor? Someone to go alongside you AND who gets what it’s like to be an AEC marketing professional? For as little as $5/month you’ll get bonus podcast content, early and discounted access to training, and individualized support from me. Go to marketerstakeflight.com/mentor to learn more and join today.

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Next Episode

043: Recruiting, Managing, and Growing a Remote Marketing Team

In this episode, we are talking about how to recruit, grow and manage your remote team. I'm talking with Kari Nemiro, who manages a 20-person team with members across the US. She has cultivated a remote marketing team that supports a larger organization.

Even if you have a one- or two-person remote team, managing a team on its own is difficult but then managing a team that isn’t in the same office as you have its own unique challenges. Kari’s approach believes in a solid foundation of trust, honest communication, and respect. She’s got some great tips to keep you and your team on track.

Here are a few highlights:

What are the qualities to look for when recruiting for a remote team? 7:31
What other industries do you recruit from that may have similar skillsets? 11:50
How do you collaborate when your team is spread out? 14:00
How do you hold your team accountable? 19:30

Links Mentioned in this Episode:

Get Yourself a Mentor
Are you looking for a mentor? Someone to go alongside you AND who gets what it’s like to be an AEC marketing professional? For as little as $5/month you’ll get bonus podcast content, early and discounted access to training, and individualized support from me. Go to marketerstakeflight.com/mentor to learn more and join today.

Want more AEC marketing goodness?