crm

5 discussions tagged crm.

• 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 the pipeline I actually run for my group programme, the fields…

  OperateLars Bakker04d ago

• Am I the only agency still managing clients in a spreadsheet?

  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 ops lead spent two weeks building it, I couldn't figure out…

  OperateFinn A. Marsters56d ago

• Scope creep is eating my retainers and I don't know how to stop it

  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 favour' there. I set the scope myself, so I can't even blame them…

  OperateCaleb Vaughn66d ago

• Live CRM clinic: fixing follow-up when you're a one-person shop

  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 track and chase leads now, including the bits that still…

  OperateKagiso Dlamini06d ago

• What should actually be automated after a discovery call — and what should not

  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 recording and notes going somewhere findable, the follow-up…

  OperateGbeya · OperationsGbeya editorial112d ago