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Systems Saved Me

This is the Systems Saved Me Podcast, where we help business owners navigate their way to success through systems. If you want an action­packed podcast with step by step chatter from a variety of industries, this is the show for you! I’m Jordan Gill, Head Honcho at Personalized Procedures, a business operations agency for overwhelmed entrepreneurs. Listen in every Monday for a shiny new episode!
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Sep 12, 2016

This episode is brought to you by Personalized Procedures.

Today, I’m discussing how to manage and maintain all of your contacts and connections.

My guest is Kasie Ricart, who started her own independent insurance agency and has created a system to be a consistent point of contact throughout the lifetime of her clients.

Topics:

  • (1:12) Introducing Kasie Ricart
  • (2:54) Life before systems – not tracking anything
  • (3:44) Creating more points of touch
  • (4:42) Having a direction in business
  • (6:15) Kasie’s solution: a non-junky E-newsletter
  • (9:48) Relatable and engaging E-newsletter topics
  • (12:05) Kasie’s best financial investment
  • (15:05) Kasie’s worst investment
  • (17:17) Contacting Kasie

Quote of the Week:
"It’s important to plug in your goals into a business-driven GPS so that you can decide what turns and changes you need to make. Yes, there may be traffic or a speed bump or you may get derailed, but you gotta know where you’re going."

 

 

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