Practical advice for small UK businesses. No jargon, no fluff.
Learn how to calculate and track client lifetime value in your CRM. A practical guide for small UK businesses to identify top clients and grow revenue.
Gareth Clubb 8 min read Use your CRM to track team performance through outcomes and activity trends, not surveillance. A practical guide for small business owners.
Jonny Rowse 8 min read Five CRM tasks every UK small business should complete in April to start the new financial year with clean data, clear targets, and better reporting.
David White 6 min read Set Q2 goals in your CRM that your team will actually hit. Practical steps for small businesses to align targets, track progress, and finish the quarter strong.
Jonny Rowse 10 min read Learn how to set up automated lead capture in your CRM so every enquiry is logged, tagged, and followed up without manual effort.
Gareth Clubb 9 min read Learn how to track your sales conversion rate using your CRM, identify where leads drop off, and make practical improvements that close more deals.
Jonny Rowse 8 min read A 15-minute weekly CRM review keeps your data clean and your pipeline visible. Here is a simple routine that any small business owner can follow.
David White 6 min read 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