Guides
Practical guides for businesses that want their customers and sales in order: concrete steps, with or without a CRM.
- CRM or spreadsheet: eight signs it’s time to switch — When the sheet is enough, the signs it no longer is, what you gain, what you give up and how to switch without a gap in sales.
- Online booking for customers: no more back-and-forth — One link instead of five messages: the customer picks a time and gets a confirmation and a reminder.
- How to see where your customers come from (sources, UTM, ads) — A source on every lead, consistent UTM tags and the numbers that matter: customers and money, not just enquiries.
- How to split customers between salespeople without overlap — One owner, a written rule for splitting, who sees what and what to do when a salesperson leaves.
- How to write a sales quote your customer accepts online — What goes into the quote, why a link beats a PDF and how the customer says “yes” with a signature on their phone.
- Follow-up: how to remember who to call and when — A next step after every conversation, a rhythm after the quote and what to say so it isn’t just “checking in”.
- Sales pipeline: which stages to use and how to track it — Stages that follow the customer, probabilities, the monthly forecast and 30 minutes a week to keep the pipeline honest.
- How to track unpaid invoices and send payment reminders — Clear terms, four invoice states, automatic reminders and then a phone call — so the money comes in on time.
- How to stop losing customer messages on WhatsApp, Viber and Telegram — Company accounts, every channel in one list, who replies and what happens in the evenings and at weekends.
- How to connect your website form to a CRM — Every website enquiry becomes a lead with an owner, a deadline and a source — not an email lost in a shared inbox.
- How to move customers from Excel to a CRM — Preparing the sheet, saving it as CSV, matching columns and duplicates — without losing anything on the way.