Customer Relationship Management Strategies for Financial Planners

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Creating wealth and being financially secure later in life should be on top of everyone’s priority. However, most people know very little about the ins and outs of financial planning and probably need professional advice to help them with their short-term and long-term goals.

Financial planners are the go-to persons for people hoping to maintain the kind of lifestyle they want beyond their productive years. In the busy age of social media, technology, and shrinking attention spans financial planner need a way to educate and communicate with current and potential clients about the necessity of financial planning in these uncertain times. The best way to stay in touch is to automate using Customer Relationship Management (CRM).

Why Financial Planners Need CRM

Financial planners usually start small, often with very few results during the first few months. You’ll have to gain traction and build your name over time.

People who want to learn more about financial planning will come to you for answers. Most of the time, they can be dealt with in one or two articles (if you have your own blog or website), on your FAQ, landing page, or having an automated email response for each set of questions and related topics.

Autoresponders works perfectly in these situations, allowing you to stay in touch with your current and potential clients with less work. CRMs makes it easier to create your own pages, set up an email series or sales funnel, and have the system do the rest of the job screening out and acquiring new clients for you.

Strategies You can Implement Using Small Business Dream CRM

Let’s take a look at how CRM can be used to grow and succeed in this particular business.

Share your Expertise on Financial Literacy.

Most people shy away from financial literacy because it seems too complicated. You should start with an email series based on which plans your prospects would be interested in, say an email series about 401k’s, mutual funds, annuities, etc. Or you can have them sorted out based on a particular age bracket, net worth, long term/short term plans, and special cases such as illnesses and disabilities, and so on.

With Small Business Dream, you only have to do them every once in a while and have the system do the rest like switching from one email series to the next based on user response, or how often they’ll receive updates on their newsletter subscription.

Use Networking to Build Reputation and Trust.

Financial planners should work on building trust and establishing good reputation in the community. People want someone they can count on with their life’s savings, esp. one who is qualified to manage people’s funds. They want to know you really care about them and that you’re not just doing it for personal gain.

Networking events are a perfect opportunity to tell others how they can benefit from you. Whenever possible, make some preparations ahead of time building your own landing page and sales funnel, so you can present your business at a moment’s notice.  Small Business Dream incorporates these features in the CRM and made it easier for the averager use to make one.

Follow up on your clients about their plans and recent changes in the market.

Inflation, market fluctuations, tax laws, etc. canimpact on your client’s portfolio. You need to be able to notify all of your clients as quickly as possible.

This can be done using Small Business Dream’s email blast feature, targeting specific segments in your email list that belong to a particular category of clients. This feature not only simplifies tasks for you, but it also helps build trust and confidence with your clients.


These are just but a few examples of how Small Business Dream can help financial planners succeed using CRM as their marketing and follow up tool to achieve phenomenal growth in the financial planning industry.

Learn more on how you can successfully build your business through sales and marketing automation. Visit and start using our suite of tools to increase your sales and profitability like never before.

5 Ways CRM Can Help Your Auto Body Repair Shop

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Standing out in a competitive world of auto repair industry is becoming more challenging. Shops are pretty much the same with their services offered, and they all share a common problem with regards to cycle times, turnarounds, and customer satisfaction. But there is a way to beat the competition and fix these problems using the right tools.

Growing Your Customer Base

Customer acquisition can take some time unless you actively market your business. Traditional means of getting exposure through ads and promos are still being used in the digital age, although they’re not always as affordable and effective as having your customers spread the word about your auto body repair business, i.e. through customer referrals or word of mouth. CRMs enable business owners to grow their customer base by reaching out to their target market more efficiently. Consider the following examples for auto body repair shops:

  • Acquiring information of potential customers on-site. Shop owners can collect customer details such as contact information from walk-in prospects and customers asking for quotes on their repair service and follow up on them based on their preferred method. Shop owners can also leverage by offering a referral program and give points redeemable for discounts, free items, and services to existing customers who can bring along new customers on-site. Small Business Dream’s Card Scan function takes a step further by having a data entry service to do all the typing work for them.
  • Acquiring information of potential customers online. Tech-savvy shop owners can acquire customer information through their websites, blogs, Twitter account or Facebook page and import them to the CRMs’ contact list. One advantage of having an online presence is it allows shop owners to collect customer data basically on autopilot. Small Business Dream can be used alongside existing auto body repair website, blog, Twitter, or Facebook Page, or it can create one for them as a micro-site or as part of a sales funnel. This automated feature not only increases your chances of acquiring new customers, but also saves your business time and money.

Managing Your Customer Data

Customer information has a lot of potential for growing your income. Unfortunately, many shop owners don’t have a system of collecting and storing them, or they have no idea what to do with the information they have. As a result, they miss a lot of opportunities for making conversions and repeat customers. CRM keeps all the customers’ data in one spot and shop owners can easily organize them however they want. This allows them to do the following:

  • Segmenting contact list. Business owners should be able to categorize and manage their contacts if they are to stay relevant and top of mind with them. Majority of email marketing campaigns fail because they are too generic or end up in the recipients’ spam folders. Small Business Dream CRM enables auto body repair shops to hone in to a specific type of audience based on category, whether they are new clients, regular customers, or you can categorize them based on their cars’ make, model, mileage, ownership status, and so on. With Small Business Dream you can also send automated or semi-automated emails to let customers know what stage their car process is at. For example, an email can go out that you’ve got a quote for the work from insurance. The next email can be you’ve started work and so on. This is an easy way to keep your customers engaged and will ensure a higher level of customer service which will in turn get more referrals and more sales.
  • Prioritizing qualified leads and customers. Shop owners pay careful attention to cycle times and turnaround times in order to stay on schedule. Small Business Dream CRM allows them to prioritize who comes up first on their Action List and when they wish to have them back on that section. This feature will come in handy when you want to give your customers a heads up in case you experience some delays with your auto parts supplier, auto insurance company, or if you want to update them about the status of the repair. You can also set the date when you want to follow up on them based on your turnaround date so you can quickly notify them of a successful repair, and a thank you note for choosing your shop.

Maintaining Customer Relationship

Brand loyalty can be a game changer in the auto body repair industry; you need a tool to keep your business top-of-mind to your customers and be able to do them with minimal effort. CRM helps maintain customers’ interest by automating certain tasks for you. Touch base with your customers if they need a tune-up. Offer tire changing services for the winter and summer season. Small Business Dream lets you accomplish all these tasks with just a few clicks after searching for a specific category of clients and potential customers on the Email Group section you wish to communicate with.

Creating an Email or Content Marketing Strategy

As a shop owner, you can share your expertise and experiences gained in the auto repair industry to educate your prospects and customers about proper care and maintenance. Small Business Dream’s autoresponders, enables you to build an email series for your subscribers about the importance of rotating their tires once every 5000 miles to evenly distribute wear and maintain traction, or preserving their cars’ lustre and shine by using automotive cleaners instead of liquid soaps and detergents. This CRM feature can also lead to a sale or a new customer when used with the sales funnel and following up on them through the Action List.

Listening to Customer Feedback

Business owners learn a lot by listening to their customers and can make you stand out in an industry that isn’t known for its customer service. Small Business Dream’s Survey Funnel allows shop owners to find gaps in their services and act accordingly. By automatically sending out a survey to all its customers it allows you to receive valuable feedback. How many of your customers prefer shorter turnaround times and those who prefer to have a thorough check-up, damage assessment and repair? Survey forms can be fine-tuned at any point in time to stay relevant and collect more information from your customers as needed.

The Small Business Dream Survey Funnel is extremely easy to use and doesn’t require any special web skills. All you need to do is write the questions you want your customer to answer and then create an answer field. You can use multiple choice or a checklist – whatever fits your needs.

Whatever your customer service needs, Small Business Dream is an amazing tool to collect, contact, and manage all your customers and leads.

Take your business to the next level through sales and marketing automation. Visit and start using our suite of tools to increase your sales and profitability like never before.

Grow Your Tire Shop Business FAST with this Simple, Tried and Tested Technique

Small-time tire shop business becoming huge success stories in a matter of months – you’ve probably seen examples from the Internet or the television.

Every business owner is thinking the same thing:

“How could I possibly grow my business FAST without spending a lot of money on expensive ads and gimmicks?”

The answer could be as simple as a CRM application that enables business owners to keep track of its customers and communicate with them through follow ups and updates at an automated or perfectly timed intervals.  

Small Business Dream takes your tire shop business to the next level by keeping your customers actively engaged with your business in more ways than one.

The concept is very simple.

Small Business Dream enables you to:

  • keep tabs of your customer records all in one place
  • communicate with your customers consistently through an efficient follow-up system
  • use an effective content marketing strategy to promote your business
  • acquire new customers and high quality leads through the sales funnel
  • collect information through customer surveys to help improve your business

Let’s see how Small Business Dream can make a difference on how your tire business works from a day to day perspective.


Tire Change/Replacement

It’s late autumn, and you want to know how much winter tires you’re going to need for the icy months – just when the demand for winter tires starts mounting. Small Business Dream’s Survey Creator, helps you make an accurate estimate on the quantity, size, and makes to store in your shop weeks ahead by collecting these information from your regular customers or online visitors in exchange for discounts or exclusive privileges.


Tire Rotation and Balance

Educate your customers about the importance of rotating their tires (swapping tire placement) every once in a while and keeping it perfectly balanced to improve their longevity and driver safety. This, along with other useful information can be a part of your monthly newsletter via Small Business Dream’s online auto-responders or drip email campaign to keep your customers actively engaged and open more opportunities for conversions and repeat customers.


Tire repair/patching

What if a customer comes by with a punctured tire and just wants it patched as soon as possible. Opportunity? You bet it is! Here’s the deal. While waiting for their tire to get patched up, have them fill up a short survey on your tablet or notepad and leave their contact details in exchange for discounts or inexpensive giveaways.


Customer data for just a few bucks a month. Sounds like a perfect deal.

It’s amazing how a simple CRM app like Small Business Dream can do so much for your tire shop business with just a little bit of creativity and by thinking outside the box.

Getting Your Real Estate Business Ahead in a Crazy Market

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Getting (and keeping) your real estate business ahead of the pack in an insane market can be a massive and daunting task. All aspects of your marketing game need to be ‘on point’, because the competition for your potential client’s hard earned dollar is fierce.

Gone are the days when all you had to do was make sure that your face was on the side of every bus, and underneath the butts and backs of those waiting for them. This is a brand new era.

Escalated real estate values mean that you’re going to have to put in ‘extra time’ and effort to getting your name and your reputation in front of those looking for your services. And there’s no better way to do that than by staying top of mind using the tools that were built for just this reason.

Let’s start with the most basic of those tools (actually, the two most basic); your website, and your blog. These are a no-brainers, so if you’re not utilizing both to their fullest potential, you’re totally missing out. Adding a newsletter component is a given, in order to stay in touch on even a very basic level, but what about staying in touch on the fly?

I mean, how often do you look to your cell phone for information before you sit down at a desktop or laptop computer? Yup. I’m talking about mobile marketing tools for your real estate business. It’s like ramping up your newsletter campaign, keeping your customers in the loop by way of mobile. It’s marketing at the touch of a button.

Even though you’re ‘marketing at the touch of a button’, you still want to be sending valuable, timely information to your client list. Sending useful information, rather than random ‘marketing’ will keep you at the head of the pack. Using a suite of tools like Small Business Dream allows you to make the task almost as simple as tying your shoes.

Partner with a related business, in order to spread your marketing efforts. Partnering with a business that has real estate “interests” is a creative way of getting your own business to those who might not otherwise know about you, and the type of partnership possibilities are vast and numerous. From furniture stores to flooring to art, the possibilities are endless. Use your customer relationship management tool to promote that partnership to the advantage of your customers, by sending out ‘deals’ and specials that your customers (and likely their friends and acquaintances) will utilize! It’s win-win!

To know more on how you can outpace the competition  in the real estate business, check my post on how you can “growth hack” your real estate sales.

Or, you can start right away by using our Small Business Dream Suite of tools at

How A Salon Used Customer Management Relations to Boost Sales

Once upon a time in a city far far away, there was a little hair salon that decided to do the unthinkable. The hair salon owner decided to try and actually follow up with their hair salon clients to check in, not only on customer satisfaction with the hair stylist, but also to increase their sales frequency and profit.

Here is the surprisingly simple way the hair salon owner did it. First, the salon owner made sure to give every customer a client number and a simple loyalty card for the Hair Salon. This started as a stamp type loyalty card, very simple, and it had a place to write by hand, the clients name, and their ID number on the card.

Once the customer visited the hair studio 10 times, they were entitled to one of many free services, which included a hair color, hair protein treatment, a hair wash dry and set, a bottle of shampoo, or a colour root touch up.

In order to prepare the customer card, the little hair salon owner had customers fill in a simple survey pertinent to a hair salon, including the customer’s phone number, email address and hair styling preferences, and known allergies. They also offered all new hair salon clients the chance to opt-in to their weekly hair styling newsletter, and if they did, they would be placed in a draw for a monthly free $50

Hair Salon owner increases sales 63% in 47 days with this simple secret The hair salon owner decided to try and actually follow up with their hair salon clients to check in, not only on customer satisfaction with the hair stylist, but also to increase their sales frequency and profit.

The hair salon owner was very progressive and set up some simple sales and marketing automation software using Small Business Dream in order to follow up with the customers over the next few months.

As customers have enough cards to carry around, the hair salon owner decided to keep the loyalty cards at the front desk for the customer so they never needed to remember it, they simply needed to give their name.

Every time a customer came in to the hair salon, the receptionist or a stylist found their card and confirmed their number.

After the client was done with their hair cut or hair color or hair service they came for, the hair stylist pulled up their information in the marketing and sales automation software, filled in what hair services the customer had done in the notes field, as well as any other pertinent details that would allow them to better service this customer the next time they came in to the hair salon, AND reset their automated email follow up campaign (email autoresponder). The email campaign was a big key to the increase in sales in the hair salon. It was structured in the following way.

The Day AFTER the hair appointment, the hair salon sent an email from the hair salon owner checking in on the previous days service and asking for feedback if anything was wrong and how the hair stylist performed. This surprised the salon as the owner got both GOOD and BAD feedback about the hair stylists they employed. This allowed them to rectify errors and retain good customers even in the event of a mishap.

Two weeks after the hair appointment, they sent an email letting the customer know they could pop in for a professional wash, dry, and hair set for just $30, a way to get that just been to the hair salon look, at a fraction of the cost for a special occasion. Four weeks after the appointment, they sent an email asking if it might be about time to come and get a haircut again.

They were stunned by how many responses this email got, and VERY positive ones, actually thanking the hair salon owner for the reminder stating that the customer often forgets to book, and this email reminded them to get it done and it was simple, as they just replied by email, to book the time that they wanted. This system made it EASY for the customer to book a hair styling appointment.

Now the cool part of this for the hair salon was, this took the average rebooking time from 7 to 8 weeks, to averaging 6 weeks, which meant a MASSIVE increase in annual sales. Here’s the math (yuck) on how this increased sales frequency generated by the sales and marketing automation software affected the hair salons sales and profitability (Yes!);

Let’s say your average hair salon sale is $65 and your customers come in every 8 weeks. This means your hair salon customers comes to see you about 52/8 = 6.5 times per year. So your average annual sales from your hair salon’s clients are 6.5 x $65 = $422.50. If you got them back an average of 1 time each 6 weeks instead, it would be 52/6 = 8.67 times. Your average annual sales form a client then would be 8.67 x $65 = $563.33.

That is $140.83 additional hair salon revenue PER client. This is a WHOPPING 33% increase in Annual Sales!!!! What if you only had 500 hair salon clients? $70,415 extra sales annually What if you had 1000? $140,830!!

At 6 weeks, an email went out re-suggesting it was time to rebook a hair cut as they were likely getting pretty shaggy.

Then at 8 weeks, an APOLOGY email went out, YEP, that’s right, they apologized for not doing a good enough job to have the client come back to the hair salon and they offered at 10% discount with the apology email if the customer rebooked within 3 days.

At 12 weeks, an extension of the apology re-offering the 10% off went out, and tossing in a free bottle of shampoo, or free protein treatment if they booked again in the next 3 days. This wasn’t as random as it sounds, they knew that their average time of rebook was 7 weeks, so at 8 weeks it was likely frustrated customer, or a super cheap one that would wait 10 or 12 weeks to come back. By offering the 10% the made the unhappy client feel cared for, and often coaxed the cheaper customer to come again to chase the discount. This again drove annual sales up dramatically by increasing customer frequency.

Once the hair salon had collected its customer database including email address, it also started to implement a Web Special page on its hair salon website that it email blasted out each 2 weeks as part of their bi-weekly newsletter.

The web specials page contained super hair salon amazing deals, sometimes as much as 50% off, but only for specific hair stylists and time slots. They used it to fill their empty seats, this decreased dramatically their sales vacancy and once again increased their hair salon profits.

If the hair salon ever got in a real bind with hair stylists having empty seats, they did an instant blast to everybody offering a great hair salon service deal on a super short time frame to fill that spot. It may have been a haircut, or a hair color, or even a hair straightening, it just depended on what the hair salon could handle in the time available.

The results were out of this world. Hair Stylist’s empty seat time vanished. Stylists made more money in tips. The hair salon owner made more money as a hair salon. Other hair stylists started to want to work there as they heard how always busy the hair salon was.

Another benefit the hair salon found as it implemented its simple CRM sales and marketing automation software to track and follow up with its customers was the ability to track Customer Preferences to increase customer satisfaction.

One of the final things the hair salon owner put in place was a reminder phone call, text (SMS), Facebook message, KiK message, or any other method of communication the customer had indicated they preferred for all appointments coming up the next day. The sales and marketing automation software made this easy for the hair stylists to do, so they weren’t as likely to try to skip it!

This simple action decreased no-shows to the hair salon significantly, and made the customer feel extremely cared for.

In Today’s online world, the likes of Yelp and others are making it more and more important to have at least a simple web presence for review and referral sites to link to. By having your own hair salon website, all the ranking sites for Hair Salons will send traffic to YOUR site where you control the narrative, vs. scraping information they can find publicly available about your hair salon.

As a result of this and the web-specials concept the hair salon put together a simple website (Small Business Dream also allows you to build a simple website for this purpose) and even started to use their new found cash flow to do super targeted advertising on Facebook, twitter and Google AdWords.

This traffic simply was directed to the hair salon’s website which had the ability to sign up to the newsletter for the possibility of winning that $50 salon gift certificate. This drove engagements, and the ability for the email follow up series to be employed to convert this look and see traffic to an actual customer.

The final thing the hair salon owner DID was implement a referral program. They simply offered that anybody who had their friend signup to the hair salon newsletter would earn one draw per person they referred into the draw for a $100 gift certificate at the hair salon. (drawn monthly) This turned happy clients into referring ADVOCATES or FANS! It grew their list dramatically, which converted to new hair salon customers over time.

It is simply amazing how simple it can be to increase a Hair Salons sales with some simple techniques and CRM Sales and Marketing Automation Software that costs as little as $99/month.

Small Business Dream is exactly that sales and marketing automation software for hair salons and for $99/month, it can handle all the marketing automation mentioned in this article.

1. The ability to make a Simple website and web specials page

2. The ability to have data collected and used for an email blast like that for web specials or weekly newsletter.

3. The ability to collect data on prospects generated by Facebook and Google, and follow up with them automatically over time with a timed series of emails to convert them to a client.

4. The ability to make a calling list of all appointments the next day easily and take notes as you make the calls.

The best part is, we have a template of the hair salon system, so you simply need to make minor tweaks to the content and you should be up and running in a very short time reaping the rewards of good sales automation for your hair salon.