I build CRM software and run a marketing agency for home service businesses. Building Seedly CRM. Host of Growth Unfiltered.
CRM
"Our workflow is too unique for a CRM product." They almost never are. I've heard this from contractors, lawyers, photographers, estate planners, and hundreds of small business owners across my groups. It's almost always the same five workflow quirks dressed up in different industry
CRM
Most CRMs aren't full of customer data. They're full of yesterday's wrong guesses. Here's the cleanup framework I use once a year. I learned this the slow way. When I started building my own CRM source code last year, I spent way
CRM
GoHighLevel is great until your bill hits $500/month and you realize you don't own anything. Here are 5 alternatives that let you keep the codebase. Quick story before I get into it. For about a decade I was in an MLM (Amway, if you're wondering)
Most agencies tell me referrals are their #1 channel, and most of them have ZERO data on which clients send the most. Here's the 20 minute setup that fixes that. I'm not exaggerating about the percentage either. Almost every client I've ever closed has
CRM
I build CRM software. Bookkeepers keep DMing me. Here's what I've learned about what they actually open at 7am. I build CRM software for a living. Solo bookkeepers are not my main customer base (I work mostly with home service contractors), but every time I post
News
Most of what you'll read on this blog comes from running my own agency and building CRM software at the same time. I'm not writing theory. I'm writing about what actually happened when I deleted 71% of my CRM data and my reports stopped