Practical advice for small UK businesses. No jargon, no fluff.
Automated customer testimonials explained: workflows, triggers, tools and timing to collect social proof on autopilot, and how to use every quote you gather.
Jonny Rowse 8 min read Keep your sales pipeline moving over the summer holidays: realistic July and August targets, a slower follow-up cadence, and CRM prep before you go away.
David White 5 min read What a beat plan in sales is, how beat planning works for field teams, and how to build a simple beat plan in your CRM with visit frequencies and routes.
Gareth Clubb 5 min read Set up automatic lead assignment in your CRM so every enquiry reaches the right person fast, with round robin, territory and skill-based routing rules.
Zubair Hasan 7 min read How to use your CRM to prepare for client meetings, capture notes that stay useful, and turn every meeting into clear follow-up actions.
Zubair Hasan 6 min read A practical lead prioritisation system for small businesses: triage leads by fit and intent, respond in the right order, and stop chasing the wrong ones.
Jonny Rowse 6 min read A practical guide to setting up conversion tracking in your CRM, from tagging lead sources and UTM links to attributing closed revenue back to a channel.
Zubair Hasan 7 min read A CRM communication strategy gives small UK businesses a clear plan for channels, cadence, voice, and escalation across every client touchpoint.
Zubair Hasan 10 min read Use your CRM data to find which lead sources convert fastest and best, so you can spend your marketing budget and follow-up time where it pays off.
David White 7 min read