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In this video, Galen, a web designer, shares how creating templates and automations significantly improved his business efficiency. He explains that he initially avoided using a Client Relationship Management (CRM) tool, thinking his business wasn't established enough. However, he later recognized that this mindset hindered his growth. By adopting a CRM, he streamlined his processes, which allowed him to scale more effectively. Galen emphasizes that every service provider should utilize a CRM to manage daily operations. He highlights his use of HoneyBook, stating it has transformed his business, and indicates that the tutorial will focus on quickly creating proposals.
