Hi!

Freelance stability comes from business health, and business health lives in your pipeline. 

This month, we’re going to be covering the basic best practices when using a CRM. These will help ensure it’s a valuable tool in your business and that you’re always doing a favor to your future self. 

BF note: Any CRM is better than none, but despite having no affiliations, I always recommend HubSpot since it has a free version, tons of integrations and courses, and that it’s a skill you can resell as a freelancer. 

Record every interaction

The real value of a CRM comes when you can’t keep a mental hold on every state of every account you have. (That’s a good place to be.)

There are countless details in any conversation. An interaction that seems trivial today could be priceless tomorrow. 

They say it takes 8-12 touches to close a deal and your CRM is where you make them make sense. Don’t short yourself by brushing off the details. 

Megan

P.S. If you ever have any challenges with your freelance pipeline? Come over to the Discord.