Want to finally get control of your business systems and client management?

In this Business Owners Smashing It Online training, host Nik Cree takes you through the essentials of using a CRM (Customer Relationship Management system) to streamline marketing, client communication, and business automation.

From first contact to re-engagement, this episode covers how CRMs help you track leads, manage customer journeys, and save time with automation.

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Why It Matters:

Without a CRM, opportunities slip through the cracks, follow-ups are forgotten, and clients don’t feel valued. A well-structured CRM keeps you top of mind, strengthens client relationships, and helps you scale your business without being tied down by manual tasks.

What You’ll Learn:

✅ Why every business should use a CRM (beyond just storing contacts)

✅ How workflows, campaigns, and rules automate client communication

✅ Using tags and segmentation to personalize your outreach

✅ How to re-engage past clients without losing history

✅ Why plain-text emails often outperform flashy templates

✅ The power of broadcasts for newsletters and announcements

✅ How split testing boosts conversions and sales

✅ Real-world examples of CRMs in action for networking and follow-ups

✅ Tips for choosing the right CRM for your business

✅ Why CRMs are a game-changer for growth and scalability

🕒 Key Timestamps00:04 – What a CRM is and why it matters for business owners04:22 – Workflows, campaigns & rules: the 3 layers of CRM automation10:55 – Tags explained: how to track clients, prospects & past clients21:47 – Using automations to nurture leads and save time34:12 – Why segmentation helps send the right message to the right people45:22 – Invitation to Office Hours (live Q&A with no agenda)56:01 – Managing past clients re-engaging with your business57:13 – Broadcasts: newsletters & announcements made easy58:30 – Why plain text emails often perform better than designed templates59:41 – Split testing subject lines for better conversions1:01:13 – Real-world CRM use: networking forms → automated follow-up1:02:28 – Interest in a CRM masterclass + prize draw winner

About the Speaker:

Nik Cree is a digital strategist, automation expert, and founder of Business Owners Smashing It Online. He helps entrepreneurs simplify their systems, leverage technology, and build businesses that work for them — instead of the other way around. With years of experience guiding small business owners, Nik is passionate about making digital tools practical, accessible, and results-driven.

Don’t miss out!Join us Live every Tuesday 6pm - 7:30pm AESTRegister here: ⁠SmashGo.co/Bosio⁠