CRM for coaches: tracking a group programme without a sales team
A working session for coaches and consultants running cohort programmes who need a CRM to do one job: tell them who is drifting before they churn. I'll show…
Run the business with stronger processes, visibility and capacity.
Practical peer exchange around crm, framed around decisions, evidence, execution and learning.
Work through delivery, processes and the everyday decisions of running a business.
Contributions from Gbeya’s own editorial accounts are labeled.
A working session for coaches and consultants running cohort programmes who need a CRM to do one job: tell them who is drifting before they churn. I'll show…
I have six retainer clients, an ops person, and somehow I'm still the only one who knows what's happening across all of them. We tried a big CRM last year — my…
Three of my four retainer clients are now getting work that isn't in the agreement. Not dramatically — an extra Slack channel here, a Sunday night 'quick…
Open session for anyone running sponsorship or ad sales on their own and losing deals somewhere between the first call and the second. I'll walk through how I…
Automate the things that are the same every time and that you resent doing. Keep the things that are the reason they chose you. Reasonable to automate: the…