- What is a CRM, and why do I need one? (0:47)
- Does a CRM really matter? (1:18)
So, how do you get started with a CRM?
- Step 1: Start with a spreadsheet. (2:21)
- Step 2: Take it a step further and find a CRM software. (3:25)
- Which CRM do we use? (4:51)
- Step 3: Create habits to use your CRM regularly. (5:11)
- Step 4: Build systems. (6:06)
- Bonus: Know the information that you actually need to use (6:42)
Resources
- The Profit Problem by Martin Holland
- HubSpot (free version)
More from Martin
- theprofitproblem.com
- annealbc.com
- martin@anealbc.com
More from Khalil
- benali.com
- khalil@benali.com
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