Prospecting shouldn’t feel like starting from zero every time. This episode shows you how to turn your CRM into a real-time command center—tracking every activity, contact, quote, and next step so you always pick up the conversation with clarity. With clean structure, smart custom fields, and email integration, you can instantly filter prospects, batch outreach, and follow up with context. We cover the best discovery questions, how to schedule the next task before you hang up, and how to build rapport naturally. We also hit timely industry notes like winter liability, chargebacks, and non-domiciled CDL scrutiny.

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