161: How to Get the Most Out of Your CRM System with Renee Dalo

business systems Feb 11, 2020

 

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Renee Dalo from Moxie Bright Events is my guest today and she's here to share her best tips for how you can truly get the most out of your CRM System!

Whether it's Dubsado, Honeybook, Aisle Planner or beyond, most of us are using some kind of CRM System in our wedding business......but we're likely not using it to its full advantage!

Renee is here to remedy that! After more than 12 years in the industry, she's perfected her CRM strategy and will help you do the same.

MORE ABOUT RENEE:

Wedding planning wasn’t always in the cards for Renée. Instead, what started out as a seemingly one-time favor for a friend evolved into a thriving side-hustle to her acting career. When it was her turn to walk down the aisle, she flipped the script and discovered that the wedding industry was truly where she belonged. Shortly after her “I do’s,” she started Moxie Bright Events, a boutique wedding planning company, and never looked back.

It wasn’t long before fellow industry pros were looking to her for advice. With over 12 years of experience under her belt, Renée turned her knowledge towards the advancement of the industry as a whole and launched her top-notch educational resources for event pros. In addition to her self-guided Wedding Management e-course, Renée is also the founder and host of the popular B2B podcast, Rock Your Wedding Biz and host of Talk with Renee Dalo, her currently airing podcast.

Renée is a fan favorite on the speaker circuit, taking the stage at conferences across the country, including Wedding MBA, Creative at Heart, Let’s Plan Conference, and Tide Talk LA. She is recognized across the industry, having earned a coveted spot on Honeybook’s 20 On The Rise list, and she contributes frequently to industry publications. She currently serves as the Vice President of WIPA Southern California and has also held leadership roles in The Association of Bridal Consultants and The Rising Tide Society.

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