#1: My biggest takeaway is realizing how much smoother things could run if I have intentional systems in place—not just for outreach, but for nurturing relationships over time. #2: My biggest concern/challenge with how I am currently set up is staying organized across multiple platforms. Between files, contacts, CRM, and email, it’s easy for things to slip through the cracks. #3: How am I currently keeping in touch with my clients? A mix of personalized emails, occasional texts, and in-person follow-ups. I’d like to automate some of the touchpoints while still keeping the tone warm and authentic.

#1: My biggest takeaway is that making clear resolutions for my business gives me direction and helps me focus on what really matters. #2: My biggest concern/challenge with how I am currently set up is I don’t always stick to the resolutions I make—I start strong, but then I slip back into old habits when things get busy. #3: This is how I keep in touch with my past clients: (If applicable, what CRM) I use Follow Up Boss to keep in touch with my past clients through email drips and reminders, but I know I need to do more personal touches Category: Assignments