Why create a customer relationship management plan before you setup your CRM?
If you’ve ever opened your CRM only to stare blankly at the dashboard wondering, “Where do I even start with my customer relationship management system?”-You’re not alone. Most people don’t know how to plan their client experience and translate it into tech.
You’ve got a business to run, services to deliver, and clients to wow… trying to figure out the tech that’s supposed to make life easier. Who has time for that!?
I’ve seen that with a lot of solopreneurs and even business owners with small teams that I work with. They sign up for a CRM. Maybe set-up some basic functions like sending contracts and invoices and not really getting the most out of it, because they just don’t have the time to figure it out and build it.
Here’s the thing: it’s not you. It’s the lack of a customer relationship management plan.
And that’s exactly what a 90-minute Systems Strategy Session gives you.
Before I dive into all of that. Let me introduce myself.
I’m Amy Gould, a Certified Dubsado Specialist and HoneyBook Educator
I help creative entrepreneurs like you work less, make more, and WOW clients with streamlined systems. I’ve helped lots of service-based businesses go from overwhelmed and scattered to confident and in control with CRM strategies tailored to how you work best. If you’re tired of Googling your way through setup or second-guessing your workflows, you’re in the right place. Ready to get a clear plan in place? Book your 90-minute Systems Strategy Session now and let’s build a backend that supports your dream business.
The Problem: Jumping Around Without a Flow
One of the biggest mistakes I see creative entrepreneurs make is trying to piece together a client experience without actually mapping it out.
They bounce between pages in their CRM trying to set up the automation. It goes something like this. Ok. I want to change the project status to Proposal sent….
Let me go add that. (Back to the workflow.) Then I need to send a follow-up email. Go to email templates, write the email. (Back to the workflow.) Now an onboarding form. Shoot! Forgot to do that. And I need to crop the photos first…
You get the picture. All that bouncing around takes a TON of extra time. Time that I know is in short supply as a business owner.
Why Winging Your Customer Relationship Management Without a Plan Isn’t a Good Idea
Without a clear customer relationship management plan, your systems won’t get built very quickly. You also might be missing some key elements. (Like opportunities to customize your client experience and book more sales.) It’s not your fault. You don’t know what you don’t know. Stepping through your process and mapping it out first takes time. However, it pays off in the long run because you’ll end up with an intentional client experience that actually works with your CRM.
Real Talk: What Creating a Customer Relationship Management Plan With Me Actually Looks Like
Take one of my recent clients. They had a brand-new offer and no clue how to deliver it in a way that felt polished and professional. During their Systems Strategy Session, we:
- Mapped out the full journey from lead inquiry to offboarding
- Talked through what should happen at every step
- Clarified what the middle of the process (often the most neglected part!) needed to include
- Built in touchpoints for testimonials, feedback, and ongoing relationship-building to help them create clients for life.
By the end, they weren’t just clearer on their process—they were excited to sell it. They walked away with a full workflow map, a checklist of what needed to be created, and the confidence to move forward.
Their words? “This is going to make my sales calls and client work so much easier.”
What You Really Get From a Strategy Session
This isn’t just a chat about ideas. It’s a planning session for your customer relationship management system.
Here’s what’s actually included in the 90-minute Zoom call:
- A deep dive into your entire client journey: from first contact to final goodbye (and beyond)
- A written workflow map that outlines exactly what to set up in Dubsado (or HoneyBook.)
- A checklist of all emails, forms, schedulers, and assets you’ll need
- Clear, personalized customer relationship management plan that helps you put it all together in automation that works with your chosen CRM.
- Optional access to my Master Your Dubsado course (with step-by-step guidance and templates galore!)
After the session, most clients say they feel clearer, less stressed, and genuinely excited to get their systems running. And best of all? They don’t have to figure it out alone. They’ve got me there to translate their vision. Tell them what works and what won’t and how we can work around those things to build a system for their unique business.
Is This Right For You?
This session is ideal for creative entrepreneurs—think photographers, planners, designers, and more—who are ready to stop spinning their wheels and finally get a streamlined, automated system in place.
It’s especially helpful if:
- You’ve had a few clients but know your backend needs help
- You’re offering a new service and want to do it right from the start
- You feel overwhelmed by your CRM and want expert eyes on your process
You don’t need to be using Dubsado or HoneyBook yet (though if you are, bonus!).
You just need to be ready to get your time and sanity back.
Book Your Strategy Session
If you’re tired of piecing things together and hoping it works, let’s create a Customer Relationship Management Plan that actually fits your business.
Book a 90-minute Systems Strategy Session with me and walk away with clarity, direction, and a whole lot more confidence in your client experience.
👉 Click here to book your session now
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