Playbook · Beginner · 4h
Choose and roll out a CRM: playbook
Select a CRM for a small team and roll it out so it is actually used within a month.
- operations
- playbook
Inside this playbook
- Every customer conversation logged in the CRM within a month.
- Step 1: Write the three jobs
- Step 2: Trial two for a week
- Step 3: Configure the minimum
- Step 4: Import and clean
- Step 5: Make the weekly review depend on it
- Steps
- 5
- Deliverables
- 3
The full playbook opens with a membership that covers Business Systems How-To.
Sign in if you already subscribe.
Sign in