Jun 9, 2026 | CRM
Running a seven-person consulting firm sounds manageable on paper. In fact, it often feels like spinning five plates at once—while trying to add a sixth. For many small firm owners, the challenge is not a lack of opportunity, but a lack of time, structure, and...
May 13, 2026 | CRM
Is your prospect sniffing around or serious? How can you use your sales funnel to find out? What is a Sales Funnel? The sales funnel is a core element in sales, whether on paper, in a CRM, or in your brain. Take buyers from first awareness to purchase, and match your...
Apr 29, 2026 | CRM
For David Jones, owner of DJ Business Consulting (DJ), a firm with six, three in sales, the decision to implement a CRM wasn’t taken lightly. David was pressured by managing client service, marketing, and sales. Growth was steady yet David saw weaknesses:...
Apr 13, 2026 | CRM
Small businesses live and die by their ability to turn leads into paying clients. A single lost client, delayed proposal, or missed follow-up can create cashflow losses. Meridian Engineering Meridian Engineering, a nine-person firm, faced the classic sales problem:...
Mar 30, 2026 | CRM
Owners and salespeople say, “They are overwhelmed by the follow up required to sell.” Following up is hard and requires consistent, thoughtful touches at key points. The data says it can take 12 touches to make a sale. The more people you meet, the more follow-up...
