Your CRM is the brain of your business. If it’s messy, your business is messy.
- The "End of Day" Rule: Never finish your day with "overdue" tasks in your CRM. Either complete them, delete them, or reschedule them.
- Detailed Notes: After every call, write 2-3 sentences about what was discussed. Your future self will thank you when you can reference a specific detail months later.
- Categorization: Use tags (e.g., "Hot Lead," "Past Client," "Investor") so you can send targeted, relevant messages to specific groups.