As a golf instructor, you want to spend the majority of your time helping your clients improve their golf skills and strategy, not worrying about organization and the finer details of your business. A CRM can help you stay organized, keep track of leads and clients, and streamline your workflow so that you can focus on what you do best. To get off to the best possible start with your new CRM, you’ll want to customize it to suit your needs. There are many CRM features that there’s no need to customize, but to make the most of your CRM, some features will require a bit more set up. To speed up your CRM set up process, read on for customization ideas that will help you get the best value out of your CRM as a golf instructor. Three critical features that you’ll want to customize in your CRM are groups, pipelines, and custom fields. Take a look below for some inspiration for how you can customize these three features as a golf instructor and make your CRM work for you.
As a golf instructor, it will be especially important to collect information on your students' preferences.
•⛳️Preferred Golf Course (checkbox including the courses each client likes to play on)
•🏌️♂️Club Membership Number (textbox containing client's golf club membership number)
•🏌️♀️Lesson Frequency (dropdown field specifying how frequently client has lessons)
•🧮Handicap Index (number field holding client's golf handicap index)
Pipelines are composed of statuses—each status is step in the process you are tracking. Pipelines consist of both active and closed status. An active status is something that requires follow up or additional work. A closed status tracks the end points of a process.
As a golf instructor, you can use a pipeline to track your entire process. From the first time your student picks up a golf club to their first hole in one—store all of that information in your pipeline. Take a look at an example pipeline for golf instructors below.
As a golf instructor, you can use groups to easily keep track of the different levels of golfers you work with. Take a look at a couple example groups that are perfect for golf instructors below.
•🆕Beginners
•⛳️Advanced
•👧Kids
Once you’ve created custom fields, pipelines, and groups in your new CRM, you are ready to get started! Dive right in and start making the most of your new CRM.
Less Annoying CRM is a contact management tool designed for small businesses, run by a small business.
At $15/user/month with a 30-day free trial, LACRM has all the features that you need to manage your customers, new prospects, and everyone in between.
