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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