Using a CRM to Elevate Your Client Experience with Kelli Esquilin

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In today’s episode, I’m talking with Kelli Esquilin about using a CRM to evaluate your client experience. We start by diving into the basics – covering what a CRM is and why every business owner needs one. Kelli shares the features we should look for when choosing a CRM and the ones she regularly recommends. We also discuss how using a CRM will allow you to elevate your client’s experience working with you, how we can use guides in our process, and the importance of keeping clients up-to-date on our progress. Kelli also shares about off-boarding clients and he tips for delighting clients while using a CRM.

Topics Discussed:

What a CRM is and why every business owner needs one
The must-have features to consider when choosing a CRM
Kelli’s most recommended CRM systems
Using a CRM to elevate your client experience
Creating and using guides to improve your client’s experience with you
Keeping your clients up-to-date on their project’s process
Off-boarding with a CRM
Tips for delighting clients through a CRM without losing your personal touch

Resources Discussed:

Connect with Kelli Esquilin:

As a graphic designer for 10 years, Kelli knows what it’s like to feel overwhelmed and frustrated by all the administrative work and processes involved in dealing with a client. This took her away from what she loved doing - designing and wowing her clients with stellar service. So Kelli traveled down the long road of spending lots of money on classes on designing amazing websites, communicating with clients, and how to streamline a process. Once her systems were in place, she kept getting comments from fellow designers and other business owners on how pristine and organized her process was and that’s how Kay + Co. Studio was born. Their signature done-for-you VIP Workdays will result in newfound confidence as their clients (you) take the reins of their (your) business in as little as 6 hours.

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