28. How to Uplevel Your Business with Rachelle Taliaferro
Rachelle Taliaferro became the business manager at the Marin Dojo after decades of experience in corporate risk management and finance. After the Covid pandemic, all businesses needed to reconnect with their clientele. Rachelle took over management at that time and set about implementing software and systems that would create a better member experience.
Rachelle shared how she started by using their Profit & Loss statement and Balance Sheet to identify the elements of the business that needed attention. With that direction, she set about updating and upgrading their website and implementing a new CRM (Customer Relationship Management) in order to streamline processes.
She said the secret to sourcing the most appropriate tools like a CRM and payroll companies was first gathering recommendations from other small business owners and then looking for companies that knew their industry.
Whether you’re starting from scratch or re-imagining your existing business, you’ll find Rachelle’s insights for recognizing vulnerabilities and making improvements will be valuable. And if you’re unfamiliar with CRMs, you’ll want to take special note of this podcast episode.
Also mentioned during the show:
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