Choosing the best CRM for small businesses can feel overwhelming, especially when you’re working on lead generation, follow-ups, customer service, and day-to-day operations with a small team. I’ve been there. Over the years, I’ve tested and used a range of CRMs—some that overpromised, and a few that truly delivered. In this blog, I’ll walk you...
You’ve got a brilliant product or service, but your potential customers aren’t converting. Sounds familiar? Getting leads is easy—any decent ad campaign or content asset can get people through the door. But turning those leads into paying, long-term customers? That’s where most businesses stall. As someone who’s helped businesses—from small startups to growing sales teams—bridge...
Do you spend nearly half your workweek buried in paperwork instead of helping clients? I’ve seen this first-hand working alongside financial advisors, and it’s frustrating. A recent J.D. Power study found that about 28% of advisors don’t have enough time for clients because they spend 41% more time on compliance and admin tasks than their...