Client Management(Increase your money, time and client experience)

What is a management system???

YOUR AUTOMATED TEAM!!!

If you're managing clients and customers using a CRM system (Customer Relationship Management System)....YOU SHOULD!!!

This allows you to share notes with staff concerning your clients without client access.

This allows you to direct message/email your customer/clients to stay active.

You can also use this system to market and upscale the services you provide.

You can use this system to track interactions.

You can also use this system to send and monitor tasks with staff.

We will you be able to do after purchasing this training:

-What is a CRM System and the benefits of using one.

-When and how to use the system.

-How using a CRM system optimizes your time and compacity as a provider.

-How to set up automation in your business.

-Creating form submissions.

-Setting up workflows.

-Tasks/Reminders.

-Staff management.

-Client/customer management.

And so much more....

Not only will you receive information regarding the setup, but you will also receive support on setup. 

Submit questions to info@treasuredmindllc.com

                     MEET THE FACILITATOR

Shanna Batteast is a Counselor & Business Consultant and passionate about helping entrepreneurs and organizations to achieve mental clarity and create pathways to operational efficiency. She’s an expert in organization and mindset.

She has a Master’s degree in Clinical Mental Health Counseling with over 7 years in the industry, along with over 10 years of management and organization experience. She can implement strategy from a study and diverse viewpoint. With a background in studying the mind and the body, she has the advantage to understand the "whole person", therefore working to create supports that produce results. 

She has supported several corporate businesses in the service provider arena to create programs and training to accurately support and transition their staff and supports. Along with assisting entrepreneurs to grow and build their businesses with success.

Treasured Mind LLC is a full-service strategy consulting firm that helps small businesses. Treasured Mind LLC has helped entrepreneurs and small organizations to achieve mental clarity and create pathways to operational efficiency. Focusing on the operation and business development, they support entrepreneurs with creating systems that work and support not only their business thrives but also they thrive personally and maintain their sanity!