Blog
Notes on CRMs that actually get used.
Cleanup, pipelines and follow-up for small businesses. Plain English, no hype.
How to Clean Up a Messy CRM, Step by Step
Duplicates, mystery fields and 40 tags nobody understands. Here's the order I clean a CRM in, and how to keep it clean after.
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CRM Pipeline Stages for a Small Service Business (With Examples)
Most CRMs ship with stages built for software sales. Here's a pipeline that fits a business that quotes jobs and books appointments.
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GoHighLevel vs. HubSpot for a Small Service Business
Two popular CRMs built with very different customers in mind. Here's how they compare for a business that runs on calls, quotes and follow-up.
Read the post →What would you fix in your CRM if you had the time?
Book a free 30-minute call. Tell me which CRM you have and what's wrong with it. I'll tell you honestly what I'd fix first and what can wait.