Most small business owners think a CRM is expensive software for big companies. It isn't. Here's what a CRM actually is, and how to build one this week.

A CRM is a system that remembers your customers so you don't have to. Without one, leads are forgotten, follow-ups don't happen, and sales are lost to people you've already met.

In this episode of the Mentor Business Podcast,

Dr Lewis Haydon opens a new series on marketing for business owners who were never taught it, starting with the CRM.


In this episode:

  • Why the software is almost never the reason sales go missing, and what the research says actually is.
  • The three steps every CRM runs on, and the one most businesses skip.
  • The five levels of a CRM, and the one you can start this week for free.
  • Why you should never buy a list, and what to build instead.


Chapters:
00:00 Why every owner needs a CRM
00:52 What is a CRM?
06:20 How does a CRM work?
08:57 How do you build a CRM? The five levels
12:40 What's the best CRM for a small business?
14:06 Your next customer is someone you forgot to call back
17:34 Your one job this week, and what's next


Next episode: how to start email marketing from scratch.

What's your goal? I'll tell you the plan.


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