Simple CRM: early stage lead management
Your leads aren't falling through the cracks because you're disorganised. They're falling through because your brain isn't a database. This week: a simple five-column system that takes an hour to build and ten minutes a week to maintain.
You don't need Salesforce. You don't need a forty-seven column spreadsheet. You need to know who you're talking to, where they are in the process, and what you do next. That's it.
In this video you'll learn:
✓Why leads go quiet and you never find out — and how to stop it happening
✓The four things people do instead of building a simple system
✓The five columns your CRM actually needs (and nothing else)
✓The five pipeline stages that cover every situation at this stage
✓Why Closed Lost is information, not failure — and why you should track it
✓The weekly ten-minute review that keeps the whole thing working
This is Week 14 of the BasicAF 26-week business training series — practical, no-fluff guidance for early-stage founders building around real life, not ideal conditions.
📥 DOWNLOAD THE FREE WORKSHEET:
Get the Simplest First Offer Worksheet: https://basic-af.systeme.io/bbs
💬 JOIN THE BBS COMMUNITY (FREE): https://basic-af.systeme.io/community...
🎧 LISTEN TO THE PODCAST:
Ramblings of a Spicy Mind (full episode): • How to Manage Your Leads in 10 Minutes a Week
RELATED VIDEOS:
Week 13: How to Close Your First Client → • How to Close Your First Client in Hours
Week 15: Email That Doesn't Drain You → • Email That Doesn't Drain You
ABOUT BASIC AF:
Basic AF is a free, 26-week business start-up training for early-stage founders, especially women, ND folks, parents, and anyone building a business that fits real life. No hype. No hustle. Just step-by-step clarity from idea to first offer to sustainable systems.
ABOUT LEIGH:
After 26 years as a small business owner, being a solo parent, living with a neuro spicy brain + a chronic pain condition that has put me in a wheelchair, I had a breakdown, that's when I found my true clarity, that's when BasicAF in it's current form was born.
CONNECT:
Instagram: www.instagram.com/chaos_pit
Website: www.TheBasicsBitch.com