Don't miss any oportunities...
One of the biggest mistakes when it comes to starting your agency is not having all your leads in one place so we can track how they are moving through the pipeline and what actions we are taking to getting them closer to being a sale.
I am not talking about having a super polished CRM (you don't really need it at the beggining), but I would highly recommend having a place where you save all your leads info.
I do it using Tally (form I make leads fill out to get info) and then I populate all the responses and important information to ClickUp or Airtable.
I do this all automatically as well so it doesn't take up a lot of my time. And yes, you can make this for free but it will make a huge difference when it comes to keeping track of everything.
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Alejandro Panos
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Don't miss any oportunities...
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