2d • General discussion
Teach the Client One Screen
Command note: a client who cannot find anything in the CRM goes back to their phone, and the record you built dies the week after handoff.
Adoption is a design problem, not a training problem. Nobody learns a whole CRM. They learn one screen.
Pick their one screen — the single view they open every morning:
• A smart list of contacts waiting on them
• The pipeline filtered to the stage they own
• Today's calendar with the contact attached
• The conversations inbox, and nothing else
Do this in the first week:
1) Ask what they check now — the notebook, the phone, the inbox tab they never close.
2) Build the one view that replaces it, inside their sub-account.
3) Hide every menu item they do not need yet. Clutter reads as complexity.
4) Walk them through it once, in five minutes, on a live record.
5) Check at day 14 — if they have not opened it, the view is wrong, not the client.
The test is not whether they were trained. It is whether they open it unprompted on a Tuesday.
Train them on the whole CRM and they will use none of it. Give them one screen and they will keep the record alive.
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Teach the Client One Screen
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