The week between Christmas and New Years was spent closing a chapter of my professional life with the passing of one business to its new owner. Now it was time to turn my attention toward 2023.
Over the past couple of years, my Nimble CRM training and implementation consulting services have seen substantial growth. I have developed a program that has worked well, and has been well received, by my clients. That being said, I’m never satisfied with the status quo. I will always strive to make things better.
A few months ago, I had already begun sending monthly updates to my clients regarding new Nimble features. A good first step, but not enough.
During the previous several months, I had begun to evaluate how I am doing things, areas that I could be doing better, and those elements that I felt were missing. Now I have put those thoughts into action. Here is what I have done …
Reorganized my training plan and folders – I create folders on Google Drive for each of my clients. These folders correspond to our training sessions and they contain Nimble support articles as well as videos of our training sessions. The first thing I did was to give the articles a good cleaning. Out with the old.
It then occurred to me that, as opposed to discussing settings throughout the different sessions, this was not the best use of my clients’ time. For one thing, settings are typically administrator only functions so why are people sitting through this when they will not be doing any of it? I moved all of this to the first, admin-only, session.
Administrator checklist – We also spent a great deal of time discussing these settings, and explaining them, during the sessions themselves. Now new clients will be given worksheets at least one week prior to that first session. There is also a video overview.
They can then be prepared to come into that session with most of these questions already answered. This will result in more focused sessions and maybe even less billable time.
Implementation tips – I want folks to know, prior to committing to my services, what it will take to create a long-term successful Nimble implementation. A part of this is to include cautions to avoid those things that will generally result in a CRM failure. A copy of this document will go out with every proposal.
Nimble aftercare – My experience has shown that the first 3 to 6 months following the completion of formal training are critical for long-term CRM usage and success. I am now introducing an aftercare program at greatly reduced rates for my Nimble clients. I’m particularly excited about this!
How to Leverage Nimble to Dramatically Increase Your Revenues eBook – I have a confession to make. After two years, I finally stuck a fork into my total failure of an online Nimble course. A couple of 1,000 dollars, 100s of man hours, 18 lessons, and dozens of videos … it all went into the trash. But, I did have backups.
Each of those lessons included one or two written overview documents. I took all of these, moved and merged them into 6 chapters, and got down to editing. Now they have become a 60 page eBook that will be provided to all of my clients.
I’m working on even more enhancements to my training programs. No rest for the wicked. If you would like to discuss your needs with me, please feel free to schedule a free 30-minute Zoom consultation. Thank you!
Craig M. Jamieson
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