Client Systems & Automation
Hands-on class for owners and staff who manage clients in a database or CRM. You will build status pipelines, task automation, and reporting that shows the health of your book of business at a glance.
What this class covers
- Designing client and case record structure
- Status pipelines that reflect real work
- Automated follow-up and reminders
- Billing and service tracking
- Dashboards and pipeline reporting
Lessons
- 01
Record Structure First
Clients, services, documents and activities — how the pieces should relate before you automate anything.
40 min
- 02
Status Pipelines
Define statuses that describe real states of work, not wishful thinking.
37 min
- 03
Automating Follow-Up
Trigger reminders and next steps from status changes so nothing waits on memory.
44 min
- 04
Service and Billing Tracking
Connect the work delivered to what was quoted, invoiced and collected.
39 min
- 05
Dashboards That Get Used
Five views that answer the questions owners ask every week.
32 min
- 06
Rollout to Your Team
Migrating existing data and getting staff to work inside the system, not around it.
48 min