Transform Your Business through Automation: A Guide to Small Business CRMs

Presented by: Kari Solomon

Do you spend a lot of time doing repetitive tasks for your business? Have you ever forgotten a task for a client? Do you wish your client interactions looked more professional? If so, it is time to automate your processes with a CRM (Customer Relationship Management) system. Kari Solomon, a professional resume writer since 2009, recently transformed her side hustle to a full-time endeavor, increasing the number of clients she could serve by implementing a CRM. Kari realized that managing her business with piecemeal spreadsheets, databases, and email systems, just was not cutting it. She needed to put systems in place that would allow her to save time through automation and ensure that pieces of her client’s journey did not fall through the cracks. In this presentation, Kari will review a few of the CRMs for solopreneurs and small businesses that she considered and some key features especially important to resume writers (including a demo of those features in her CRM, HoneyBook). She also hopes to eliminate some of the frustration of setting up a new CRM system, by discussing the building blocks needed for CRMs. Additionally, attendees will have the opportunity to begin mapping their client journey in preparation for implementing CRM workflows.

Three key takeaways from this session include:

This one-hour recording from the 2021 Virtual Conference is $9.99 for NRWA members and $19.99 for nonmembers. It is not eligible for CEUs.

About the presenter:

Kari Solomon never expected to be an entrepreneur. Writing resumes was supposed to be a temporary, part-time way to prepare for her re-entry back into college career services following a care-giving break. She became a Certified Professional Resume Writer in 2009, and promptly got bit by the entrepreneurial bug. Managing all the different components of running a business agreed with her. She found she especially loved using technology integration to tackle the challenges of owning a business. Kari has taken what used to be a side hustle and transformed it into a successful, full-time endeavor. As owner of Aspire Resumes, she specializes in working with career changers, care givers relaunching careers, new graduates, and other job seekers in transition.