Guides
Plain guides on tracking leads and follow-ups
No jargon, no theory. Just how to keep track of your sales, work your follow-ups, and run the day from your phone. Written for the person doing the selling.
- How to Keep Track of Sales Leads Without Losing Half of ThemThe real reasons leads slip through the cracks, and the simple system that stops it.
- The Simplest Way to Track Sales Follow-Ups From Your PhoneFollow-up is where deals are won and lost. Here is how to work a follow-up list that actually gets worked.
- How to Run Your Whole Sales Day From Your PhoneLog a call from the truck in ten seconds, tap to call or text, and skip the desktop CRM you never open.
- Keeping Track of Customers Without a Spreadsheet or a RolodexThe difference between a contact list and a live pipeline, and how to keep cold names out of your active deals.
- When a Spreadsheet Stops Working for Sales, and What Replaces ItWhen a spreadsheet is fine, the exact signs it has stopped working, and how to switch in an afternoon.
- Why Most Reps Quit Their CRM in the First MonthToo many required fields, built for managers not sellers, slow on a phone. What a CRM a rep will keep looks like.