"Keep Clients Close and Leads Closer"

Are you staying on top of your leads, clients, and follow-ups or are a few slipping through the cracks? A simple, organized CRM (Customer Relationship Management) system helps you keep everything in one place so you can build better relationships, stay on track, and keep your business running smoothly.

A good CRM isn’t just about organization, it’s about connection and function. From the first touchpoint to long-term service, it helps boost customer satisfaction and loyalty by making every interaction intentional.

Here’s what an effective CRM should include:

• Lead Follow-Ups
  Track potential clients, note your last interaction, and set a reminder for the next follow-up—so no one gets forgotten.

• Status Updates
  Label each lead with a clear status: New, Contacted, Follow-Up, Future Interest, Won, Closed/Lost, or Not Interested.

• Business Category
  Sort contacts by industry or service type: Auto/Home, Coaching, Consulting, etc.

• Lead Source
  Know where your leads come from like networking, social media, referrals, inquiry forms, events, or paid ads.

• Client Information
  Keep everything in one place: contact details, preferences, key notes, and anything that personalizes your service.

• Project Status
  Get a quick snapshot of where each client or project stands so you don't have to dig through emails or sticky notes.

• Tasks and Deadlines
  Set reminders for meetings, deliverables, and milestones to stay ahead of schedule.

• Sales and Opportunities
  Track quotes, proposals, and conversations so you can easily identify which leads are ready to close.

• Notes Section
  Jot down key conversations, decisions, and any helpful details that keep you informed.

With the right CRM system, you're not just managing contacts, you’re building strong, lasting relationships while freeing up mental space to grow your business.

Need Help Setting Up Your CRM? I’ve Got You Covered!
Tired of juggling sticky notes, spreadsheets, or complicated software that doesn’t fit your business? I specialize in creating custom CRM systems tailored to how you work in any app that works for you, whether it’s in Google Sheets, your favorite CRM software, or something in between.

From tracking leads and follow-ups to client notes, project status, and reminders—I’ll build a system that’s easy to use and fits seamlessly into your workflow.

• Personalized Setup

• Easy to Update

• Organized, Efficient, and Built Just for You

Ready to stop letting things slip through the cracks? Let’s chat!

Book a Discovery Call Today!