SGP ⎸ You Need a CRM – The Most Underused Growth Tool in Your Practice with Doug Polster
About the event
Most practice owners either don’t have a CRM or barely use it. This talk makes the case for why a CRM is not a tech tool – it’s a growth tool – and shows exactly how to use it to track referrals, automate follow-ups, and make smarter decisions about where clients are coming from.
Take and use:
• A plain-language breakdown of what a CRM should actually do for a group practice
• The 3 things to set up first: referral source tracking, automated follow-up, and conversion visibility
• A real example of how TCP uses its CRM to make decisions – not just store contacts
Result: You stop guessing where your clients come from and start using data to grow more intentionally.
Who can attend
This event is open to all members of The Practice Academy.
To register
Community members will find the event information inside the Community events calendar.
Join the community
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