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I had to pick between a fancy new CRM and just doubling my email outreach, and I went with the emails.
After a month of sending 50 extra personal emails a day, my pipeline filled up way faster than it ever did when I was just messing with software settings, so what's a simple system you all use to keep track of contacts without it getting complicated?
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the_elizabeth5d ago
My old boss swore by a spreadsheet with three columns: name, last contact date, and next action. It sounds basic, but color coding the rows by priority kept it visual and fast. What's the main thing you need to remember about each person?
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the_aaron5d ago
Totally! I use a notepad file, same basic idea.
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Ever feel like you spend more time organizing your contacts than actually talking to them? I tried the spreadsheet thing but kept forgetting to update it. Now I just scribble notes on my phone right after we talk, like "ask about his dog" or "needs contractor referral.
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