Ramblings of a Spicy Mind
Join the BBS community [https://basic-af.systeme.io/community/bbs] - Leigh breaks down simple, effective CRM strategies for small business owners and freelancers, emphasizing the importance of a straightforward system to manage leads and follow-ups. Learn how to build and maintain a CRM that actually works for your business size and stage. key takeaways * The next action and date are the heart of your CRM * Build your system from memory and keep it simple * Your CRM system is a different state of being key topics * The three core questions of CRM: Who, Where, What Next * The importance of a simple, honest system * Common pitfalls in lead management * Weekly review habits for small business success * How to build a basic CRM with a spreadsheet Chapters 00:00 Understanding the Lead Management Challenge 02:35 The Importance of a Simple CRM System 05:45 Tracking Leads Effectively 08:21 Building Your Own CRM System 11:01 Implementing and Reviewing Your System keywords CRM, small business, lead management, follow-up, productivity, systems, freelancing, pipeline, organization, weekly review
22 episodes
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