Set Up Your Coaching & Service Businesses

FEA Create offers a full CRM (Customer Relationship Management) tool for your coaching service business that can help you keep track of all your client information in one place. You can add notes, create tasks, appointments, and even send emails to clients directly from Create.

ACTIONS TO TAKE:

  • Preview of the CRM Features

  • Why you need this for your business

  • What do you need before you get started

  • How to set up your pipelines

  • How to set up your client calendars

  • How to send invoices

  • How to send contracts

  • How to use the tasks features

  • How to use the notes features

RESOURCES: