Productivity
How to Run Better Client Meetings With Your CRM
How to use your CRM to prepare for client meetings, capture notes that stay useful, and turn every meeting into clear follow-up actions.
Zubair Hasan 6 min read Tag
CRM strategy
11 articles tagged with "CRM strategy"
Zubair Hasan 6 min read Strategy
How to Run a Mid-Year CRM Health Check
A mid-year CRM health check for UK small businesses: nine checks across data, pipeline, automation, and reporting that fix problems before they compound.
Zubair Hasan 10 min read Team & People
Your First 90 Days as a CRM Admin: What to Build, Clean, and Automate
A practical 90 day plan for a new CRM admin: what to audit in month one, clean and segment in month two, and automate in month three.
Jonny Rowse 10 min read Client Retention
How to Build a Client Referral Programme with Your CRM
Build a client referral programme that works using your CRM. Practical steps for small UK businesses to track, reward, and grow referrals systematically.
Zubair Hasan 7 min read Strategy
How to Set Q2 Goals in Your CRM That Your Team Will Actually Hit
Set Q2 goals in your CRM that your team will actually hit. Practical steps for small businesses to align targets, track progress, and finish the quarter strong.
Jonny Rowse 10 min read Client Retention
How to Win More Repeat Business with Your CRM
Six practical steps to using your CRM to increase repeat business, from segmenting past clients to building reactivation campaigns that bring them back.
Gareth Clubb 8 min read Sales Pipeline
How to Use Lead Scoring to Prioritise Your Sales Pipeline
A practical guide to setting up lead scoring in your CRM so you can focus on the deals most likely to close.
David White 7 min read Strategy
How to Map Your Customer Journey in Your CRM
A practical guide to mapping your customer journey in your CRM so you can spot gaps, improve conversions, and deliver a better client experience.
Jonny Rowse 8 min read Strategy
Preparing Your CRM for the New Financial Year
How to prepare your CRM for the new financial year with a practical checklist covering data cleanup, pipeline reviews, and goal setting.
Jonny Rowse 5 min read