Stage 1

Working solo

Few clients — everything rests on one person.

Sales

  • I forgot to follow up — and lost the job to someone who didn’t
  • I’m losing leads and don’t even notice

Management

  • My clients live in a notebook, a spreadsheet and my head
  • Do I even need a CRM yet, or is that overkill for just me?
  • It’s all in my head — how would I hand this to someone?

Communications

  • A lead messaged at 11pm — I saw it too late
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