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In this video, Galen, a web designer, shares his experience about the significant impact of using templates and automations in his business. He emphasizes the importance of a CRM (Client Relationship Management) tool, reflecting on how he initially believed his business wasn’t legitimate enough for one. Galen acknowledges that lacking proper tools and systems hindered his growth and scaling efforts. Now, as a strong advocate for CRMs, he stresses that every service provider needs one to manage daily tasks effectively. He specifically highlights his use of HoneyBook, which has transformed his workflow. The tutorial will focus on efficiently creating proposals using this tool.
