Most small business owners know they need a CRM, but few are actually using one in a way that saves time, reduces admin, improves consistency, and increases sales. In this session, Nik breaks down the simple, practical ways a CRM can take repetitive tasks off your plate, help you build better client relationships, and keep your business running smoothly even when you’re busy. If you’ve ever felt overwhelmed by follow-ups, lost leads, or manual admin — this will give you clarity and a clear plan.

Join our free live training every Tuesday from 6–7:30pm AEST👉 Register here: https://ezyurl.co/bosio

What You’ll Learn:

• The real purpose of a CRM (and what it’s not)

• Why repetitive tasks should never be done manually

• How automated lead capture and tagging work behind the scenes

• Why double opt-in protects your deliverability and your wallet

• Clever ways to connect your CRM to your website, Facebook group, and calendar

• How to set up follow-up emails, SMS reminders, and booking workflows

• Using a CRM as a sales pipeline with leads, prospects, clients, and past clients

• Smart automations for reviews, referrals, renewals, and repeat orders

• How CRM reminders reduce stress and keep you accountable

• Which CRM features matter most for small business owners

Why It Matters:

Most businesses lose money not because of marketing — but because of missed follow-ups, forgotten tasks, and inconsistent communication. A CRM fixes that. It brings structure, automation, and reliability to your business so you can work less, earn more, and give every customer a better experience. When your CRM does the heavy lifting, you stay focused on the work that actually moves your business forward.

About the Speaker:

Nik Cree is a digital transformation coach and online strategist with decades of experience helping small business owners simplify tech, automate processes, and build systems that support growth. He has implemented CRM solutions for businesses across industries and teaches simple, effective ways to save time, reduce admin, and build stronger client relationships.

Timestamps:

00:00 Why a CRM helps you work less

01:30 What a CRM actually does

03:24 Nik’s background and CRM experience

04:20 The simplest form of a CRM

06:10 Why sending mass emails from your inbox is risky

07:53 Different types of CRM and how to choose

09:44 The role of automation for repetitive tasks

11:37 Double opt-in vs single opt-in

14:48 Protecting your CRM from spam

16:02 Automating reviews, bookings, and follow-ups

21:34 Connecting your CRM to your website

24:55 Lead magnets and tagging strategy

28:11 Why you need a follow-up email sequence

31:30 CRM for Facebook groups using Group Leads

36:57 Creating a simple sales pipeline

40:44 Using goals and workflows

43:06 Automating review and referral requests

44:50 CRM reminders for proposals, events, and anniversaries

Want weekly tips that will help support and grow your business?

Join us Live every Tuesday 6pm – 7:30pm AESTRegister here: SmashGo.co/Bosio