Practical advice for small UK businesses. No jargon, no fluff.
A new hire who cannot use the CRM slows everyone down. Here is a practical onboarding checklist that gets new team members up to speed in their first week.
Jonny Rowse 8 min read Easter is days away. Should you send a seasonal message to clients? And if so, how do you do it in a way that feels genuine rather than generic?
Gareth Clubb 6 min read A practical guide to tracking partnerships, referral partners, and collaborators in your CRM so nothing falls through the cracks.
Jonny Rowse 6 min read How to communicate a price increase to clients without losing them. Templates, timing, and CRM strategies for small UK businesses.
Gareth Clubb 9 min read Turn networking events into real business opportunities by tracking contacts, follow-ups and outcomes in your CRM.
David White 9 min read A practical guide to collecting, organising, and using client testimonials with your CRM to build trust and win more business.
Gareth Clubb 8 min read Six practical steps to using your CRM to increase repeat business, from segmenting past clients to building reactivation campaigns that bring them back.
Gareth Clubb 8 min read A practical guide to AI in CRM for small businesses, covering real features, limitations, costs, and GDPR considerations.
Gareth Clubb 10 min read A practical guide to setting up lead scoring in your CRM so you can focus on the deals most likely to close.
David White 7 min read