If you've been using a CRM for a while, it might be time to audit what you've set up to ensure it's optimized for efficiency in your business! Whether it means reviewing your brand, checking automations, and using each of the features of your CRM, in today's episode, I'm walking you through your own self-paced CRM audit.

[0:29] Audit Your CRM

[01:11] Entered & Updated Branding Elements in Your CRM

[2:03] Email & Calendar Connection

[2:43] Thank You Page Redirect

[3:19] Lead Capture Form & Workflow

[4:06] Email Autoresponders

[4:20] Email Templates

[5:16] Proposal, Contract, Payment

[6:18] Schedulers

[7:06] Workflows & Automations

[8:15] Say Thank You

[8:41] Create To-Do Tasks in Workflows

Are you looking to implement some time-saving automation into your business?  Check out my Dubsado VIP Experience and let me do all the heavy lifting!