2019 Convention Session

Automate Your Business to Increase Efficiency

12-10-2019 8:30 AM - 9:30 AM

Shay Hata

Room 421

Would you like more free time to spend with family or on activities you love? I’ll share my tips to automate communication with clients, so they feel like you’re holding their hand every step of the way while you focus on other priorities. We’ll discuss various CRMs, using Google Forms to conduct intake interviews with new clients, and automating the tasks for each transaction to provide superior client communication. Learn how to increase your production while working smarter, not harder.