Practical advice for small UK businesses. No jargon, no fluff.
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 A practical guide to tracking partnerships, referral partners, and collaborators in your CRM so nothing falls through the cracks.
Jonny Rowse 6 min read How to communicate a price increase to clients without losing them. Templates, timing, and CRM strategies for small UK businesses.
Gareth Clubb 9 min read Turn networking events into real business opportunities by tracking contacts, follow-ups and outcomes in your CRM.
David White 9 min read