Spring Cleaning Your CRM: Quality Over Quantity
By: Julie Trombley Published on: 03/12/2025Alright, let's get real. Your CRM is a hot mess, isn't it? As an independent pro, whether you're a coach, consultant, or real estate guru, you rely on your CRM to keep your business running smoothly.
Love Your Leads: How to Build Stronger Client Relationships with CRM Automation
By: Julie Trombley Published on: 02/13/2025Look, we all know automation can feel cold and, well, robotic. But here’s the thing: it doesn’t have to. CRM automation is your new best friend if you’re an independent professional trying to keep up with client follow-ups without losing your sanity.
New Year, New Systems: Setting Up Your CRM for Success in 2025
By: Julie Trombley Published on: 01/23/2025The start of a new year is the perfect time to hit the reset button, especially when it comes to your business systems. Your CRM (Customer Relationship Management) tool is one of the most critical components of your success.
Why Nurturing Relationships with Current and Past Clients is Essential for Your Business
By: Julie Trombley Published on: 05/07/2024In the competitive business landscape, actively nurturing relationships with both current and past clients is crucial. This practice builds trust and loyalty and drives repeat business and referrals. Here's a deeper look at why you should keep in touch regularly and how to do it effectively.
