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Owned by Imaan
👯♂️ Who? Partner dance studios, ballrooms, and professionals 💰 What? Make more money 🔍 How? Join the group to find out
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2 contributions to Agency Service Scaling Kings👑
4d •
Automated CRM Entries Using Meeting Transcripts
I am wanting to use transcripts from meetings to automatically update CRM entries with clients / prospects. Does anyone do this currently? I'm considering OtterPilot / Notetaker -> post in slack -> Zapier watches the chat and parses notes and proposes updates to CRM -> human in loop accepts -> CRM updates. Would time savings with automated CRM entry like this be valuable for others? Thoughts?
1 like • 3d
@Max Kichuk Super helpful. Thx.
Jun 2 •
Thoughts about Easy grow?
Hi guys recently been in contact with Charlie Morgan’s team regarding a easy grow subrscruption The thing is it’s very expensive and I don’t really know if u get ur moneys worth. Has anyone bought it?
5 likes • Jun 3
I am in it and had very good results. They give you LOTs of good systems, but you need the discipline to follow through if you want results.
0 likes • Jun 5
@Elias Somi the systems often involve cold outreach of some kind (calling, emailing, dm, etc.). You'll need to get comfortable with that sort of thing. If you can, it'll work well for you as the systems are sound.
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@imaan-taghavi-6295
Built two 6-figure dance businesses.
Now building an agency with the same systems that drove high ROAS for my business' funnels.
Active 13h ago
Joined May 30, 2025
San Francisco
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