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Overview
In this episode, Dr. Huntley discusses the importance of having a Customer Relationship Management (CRM) system for public health entrepreneurs. She explains that a CRM helps manage interactions with clients and prospects, and recommends keeping it simple based on the size and needs of the business. Dr. Huntley provides examples of CRM tools, including spreadsheets, email marketing platforms, and project management tools. She emphasizes the importance of choosing a CRM that aligns with the specific needs of the business.
Takeaways
A CRM system is essential for public health entrepreneurs to manage interactions with clients and prospects
The complexity of the CRM should align with the size and needs of the business
Spreadsheets can be a simple and effective CRM tool for businesses with a small client load
Email marketing platforms and project management tools can also serve as CRM systems
Choose a CRM that best suits the specific needs of the business
Resources For Public Health Entrepreneurs
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Whether you’re just getting started or you’ve been in public health consulting or other type of business for a while, we provide support for public health entrepreneurs through our podcast and mastermind group program. We serve public health entrepreneurs in South Carolina, Georgia, Florida, and California as well as other parts of the United States and worldwide.
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