Zoë is a tech-obsessed VA dedicated to helping business owners like you take back your time and automate those mundane daily tasks.
On today’s episode of the Taking Action podcast I’m chatting with customer relationship expert Zoe
Zoe proves that she’s the perfect example of an “accidental entrepreneur” as she shares her journey from theater student to marketing extraordinaire. While still a student, she got her first job handling her school’s email marketing activities using the CRM platform Ontraport. She was immediately drawn to the challenges of working “behind-the-scenes” as opposed to being on the stage itself, and never looked back.
Zoe began her side hustle almost two years ago and today, she’s her own boss—but it wasn’t a smooth ride. The number one obstacle that Zoe had to overcome was the mindset she grew up with around money. At the beginning of her career, she would take a nonchalant, “no worries” approach to fulfilling jobs for clients. While she jokes that her being Australian is the reason for this easygoing attitude, she explains how it actually caused her to undervalue her time and expertise. By simply making a conscious effort to use more deliberate language when communicating with clients, Zoe was able to justify (even if only to herself) that she’s worth the time and money that she’s being paid.
Asked about the ideal customer experience, Zoe says that it’s all a matter of making the transaction “as clean and as easy as possible.” This means whittling your process down to the fewest steps you can, from your client “finding you to paying you.”
Zoe gives a brief description on Customer Relationship Management (CRM) systems. She defines it as your company’s one-stop shop for staying connected to and managing your customers and prospects. In her own words, “It’s pretty much that one place for all of your clients, leads, and subscribers to live and any information that is relevant to them will stick to their contact. You never have to go into all those spreadsheets and you never have to check back through your sent emails because all of that information is stored in the one place on the contact in the CRM.”
Listen in and learn about the best CRM platforms to invest in today, and how to provide top-notch experiences that will have customers coming back to you again and again. We would love to hear your thoughts and any questions you may have can go right here in the comments! Enjoy!
Let’s dig into the highlights!
About Zoe, her story and her business [1.07]
Mindset shifts that Zoe had to undergo as a budding entrepreneur [4.19]
Actionable tips to create the perfect customer journey [6.45]
A primer on CRMs and which platforms to consider using for your company [11.34]
Zoe’s step-by-step process for converting leads [16.46]
Strategies for creating “above and beyond” experiences for your clients [21.33]
Zoe’s favorite marketing tools [24.08]
Where to learn more from Zoe [26.11]
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