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July 27, 2023 23 mins

Today, we’ll take you step by step through Done By Nine’s exact CRM process of how we both market to, onboard and service new and existing clients using a CRM.

By the end of this episode, you'll get an understanding and a look behind the scenes of how we automate tasks, keep track of our key marketing campaigns and social media and ensure our CRM helps us stay on track towards hitting our marketing goals and overall business strategy. 

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