CRM is short for Client Relationship Manager/Management. A CRM is not a person; it’s a system that helps you keep track of your clients and where they are in your workflow. Aside from my Simplified Planner, this is the most used organizational tool in my business. It organizes my clients, all of the forms attached […]

Workflow seems like one of those broad terms that feels like it can go on the back burner without any real consequences…trust and believe, IT’S NOT!

Throughout my few years in business, I have realized that time is one thing I can never get enough of. Time building my business, time with my family, time editing…it can be all-consuming try to fit everything into the matter of one day. So if I can find small ways to save time, I am definitely going to utilize them!