Managing Leads – Creating a Plan

After managing existing customers, managing leads is probably the next thing people think of when they think of CRM. “Leads” means different things to different people; when I use “leads” I am referring to “suspects.” Suspects ->...

CRM – First Things First

First things, first. Let me describe my business and some of my CRM needs first in order to give some context to this series of posts. I am currently a sole-proprietor. I have a brother who works with me while he is in grad school and hope to have him onboard full...

Referrals – Ask Early, Ask Often

I was talking to a small business owner today about referral marketing when I commented that he had gotten good at asking for referrals often, but he didn’t ask for them early enough. To have a successful referral marketing system, you need to expect referrals....

How To Get More Referrals

It seems like I have been having a lot of conversations around the subject of how to get more referrals lately. Small business owners love referral marketing because it is cheap and effective. The main cost is time spent seeking and following up with prospects....

Do You Need More Traffic Or Conversions?

Many small business owners fall into the trap of believing that the only way to improve their revenue is to use advertising to drive more traffic to their business. The model looks something like this  – Traffic x Conversion Rate x Average Sale = Revenue. The...