Podcast Episode 93 - The Client Spreadsheet Has to Go: Moving Your Clients Into a CRM in One Afternoon

🚀 Episode Summary There is a tab open in your browser right now that you never fully close. The spreadsheet. The client names in column A. The payment dates in column C. The sticky note with the payment plan written in pen. The follow-up you remembered at 11pm on a Tuesday. In this episode of The Digital Shift™, Natasha Roberson walks through the exact one-afternoon build that moves your client list out of a spreadsheet and into GoHighLevel — with four clean fields, a real pipeline, and two ...