Before you even watch this training, I want to say this clearly: If you still have resistance to using a CRM, you need to get over that fast. *Note* CRM stands for Client Relationship Management tool. There are a ton of them out there you can use, the one I am using here in this training is called follow up boss. Because that false belief is probably costing you money. A CRM is not just “another system” to learn. It’s not extra work. It’s not something that slows your business down. It’s supposed to do the opposite. It’s built to help you: - stay organized - follow up better - reduce missed opportunities - keep notes in one place - make sure leads don’t fall through the cracks If you’re still doing things off: - sticky notes - notes in your phone - random Google Sheets - emails to yourself - trying to remember conversations in your head …you’re leaving money on the table. I say that as someone who used to hate CRMs. I worked in banking for years at places like: - Citibank - Wells Fargo - U.S. Bank They all used CRMs. But nobody really showed us how to actually leverage them. So for a long time I looked at CRMs like: “Just another thing I have to use.” That was the wrong mindset. Once I actually understood how to use one the right way, everything changed. Now I look at CRMs as: leverage organization follow-up support decision support Not busy work. That’s really the point of this training. I wanted to show you my actual follow-up flow inside our CRM for The Institute Corona so you can start thinking differently about how to use yours. In the training I break down: - how I organize different list views - how I work through tasks every day - how I use stages, notes, tags, and statuses - how I set follow-up reminders - how I use prebuilt text templates - how I move quickly without forgetting anything Everything is built around one big idea: Don’t rely on memory. Build a system that tells you what to do next.

Just listened to Alex’s episode on how to close a deal on the phone before they hang up and it was solid. Here is the podcast episode A few things that stood out to me: - close the other doors first - create urgency without sounding pushy - present the offer in a way that makes action feel obvious - stay on the phone until the signup is actually complete That last part is big. A lot of people think the sale is the pitch. A lot of times it’s really just guiding the person all the way through the finish line. One thing I also liked was how simple he made it: If the lead is warm and the problem is real, a lot of the work is: - clarifying why they can’t solve it alone - showing why your process is the better path - making the next step easy - not leaving too many exits open That part hit. Because a lot of entrepreneurs lose deals not because the lead wasn’t interested… But because they left too many doors open. Good reminder that: clarity closes and structure closes Not just energy. If you’re doing any kind of calls, lead follow-up, or selling over the phone, this one is worth listening to.