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. 

Automate where you can

So this is another bonus for HubSpot. 

There are so many integrations built in that automating is really easy. For example, I’m in Gmail so every email that comes through is automatically tracked. That’s a massive amount of work taken off my plate. 

But that’s just the beginning. There are tons of other applications and AI just opens the world to a million other possibilities. So don’t miss an opportunity to make things easy for yourself when and where you can. 

Megan

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