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Galen, a web designer, shares how implementing templates and automations transformed his business efficiency. He reflects on his past reluctance to use a CRM (customer relationship management) tool, believing his business wasn't established enough for it. He acknowledges that this mindset hindered his growth. Now, he advocates that every service provider should utilize a CRM to manage daily operations effectively. Galen specifically uses HoneyBook, which he credits for significantly enhancing his workflow. He will focus on demonstrating how to quickly create proposals using this tool.