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. 

Set reminders immediately

Reminders are your best friend in a CRM. 

Remember those 8-12 touches it takes to close a deal? Yeah, they don’t happen automatically. Most of the time you will have to follow up, and the best time to make sure that happens? It’s when you’re in the account. 

I’ll set up reminders for anywhere from three days to three months to a year out. 

The whole point is to make sure things are always moving and you never let a contact just sit dormant. 

Megan

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