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Let's Get Started Creating You CRM!

Welcome to the Grow and Flow: DIY CRM Blueprint

Step 1: Setting Up your Inquiry Form

Step 2: Trello Board Setup

 Trello Card Examples (aka: client info)

Step 3: Automate with Zapier

Step 4: Add Google Form to Your Website

Step 5: Organizing Emails

Step 6: Handle Contracts and Invoices with Square

Bringing it All Together: My Step-by-Step Workflow

Flow and Grow: Diy CRM Blueprint   

I am creating a course on how to setup a FREE Diy CRM for business owners that are tired of paying the high price of CRMS. With the rates going up for 2025 I decided to create my own course on how I am manage my beauty business using free software to keep it organized using Google forms, trello, zapier and square