143: How to Create Systems in Your Wedding Business CRM that Serve You and Your Business with Annie McCarty

business systems Aug 20, 2019

How to Create Systems in Your Wedding Business CRM that Serve You and Your Business Well

In today's podcast episode I'm honored to welcome back my friend, Annie McCarty.

Annie first appeared on She Creates Business back on Episode 93 where she walked us step-by-step through Automating the Four Stages of Business.

Now, we're diving in and evaluating those four processes and automation to see if they're REALLY serving our clients.

If your processes could use a tune-up before engagement season, hit play now and join the conversation!

Resources Mentioned in this Episode:

The Process Mapping Workbook

Business Systems Quiz

Annie's Shop - Save 20% with code: SHECREATES

More about Annie:

Annie is the owner + founder of Efficiently Annie LLC. After earning her MBA and with a decade in corporate marketing and operations experience under her belt, she ditched the power suit in pursuit of something more fulfilling. Led by her knack for project management and process organization, she developed a reputation as a dynamic and dependable virtual assistant. But it wasn’t long before she began to realize the need for creative business owners to build a stronger foundation of simple, streamlined, repeatable workflows that would sustain them as they evolved, and inevitably grew.

Just three years later, she’s worked with more than 50 businesses, helping them optimize their backend systems. Now, she’s on a mission to help more creative founders discover elevated efficiency through an unshakeable foundation of business systems, allowing them to grow, scale, and - finally - step fully and confidently into their role as CEO.

Annie is a certified project management professional by day, and a die-hard bluegrass festie on nights and weekends. Around here, we believe that there is nothing sweeter than a business that brings in revenue while you’re bopping with a beer in hand.

You Can Connect with Annie:






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