Mar 18 • 🧰 Templates & Tools
New Training: My Daily CRM Follow-Up Flow
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.
That’s how follow-up gets cleaner.
That’s how conversion improves.
That’s how money stops leaking.
If your CRM feels messy right now, or you’ve been avoiding really using it, this training should help reframe a lot of that for you.
Watch it.
Steal what applies.
Install what helps.
And if you’ve been treating your CRM like a burden instead of leverage, start there.
That mindset shift alone is big.
If you have questions, drop them in the comments or shoot me a DM.
Let’s build.
15:45
0
0 comments
New Training: My Daily CRM Follow-Up Flow
powered by
skool.com/the-institute-6909
For overworked service business owners. Install a simple operating system in 30 days so your day stops falling apart and get 5–10 hours a week back.
Suggested communities
Powered by