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. 

Be accurate and thorough

So I got reminded of this one the hard way. 

I’ve been using HubSpot for years and recently realized that I should be targeting sales people directly. Do you know what I haven’t done a good job of documenting all this time? 

Titles. 

It would be SUPER useful if I could go through and search for all the salespeople I’ve talked to, but I can’t. So now I have extra work to do. 

Don’t be like me. Make it a habit to document things well and correctly, including title, business type, contact information, etc. You’ll thank yourself later. 

Megan

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