CRM Setup 101 — What to Track, Automate, and Eliminate

If your CRM feels more like a digital graveyard than a growth engine, you’re not alone.

Too many businesses either overcomplicate their systems or barely use them. But a well-structured CRM can help you close more deals, serve clients better, and scale with confidence.

Here’s what matters most.

What to Track:

• Lead Source – Know where your clients are coming from (Instagram, referrals, SEO, etc.)

• Pipeline Stage – Every lead should sit in a clear stage (New → Call Booked → Proposal Sent → Won/Lost).

• Client Data – Track birthdays, preferences, past purchases, and any details that can enhance your client experience.

What to Automate:

• Lead Entry – Connect your forms to your CRM so every inquiry is captured and tagged automatically.

• Email Sequences – Set up nurture series, onboarding flows, or follow-ups based on where someone is in your pipeline.

• Reminders – Trigger internal task reminders or follow-up alerts so nothing slips through the cracks.

What to Eliminate:

• Manual Data Entry – Integrate with tools like Zapier or native automations so data entry is hands-off.

• Stale Leads – If someone hasn’t engaged in over a year, archive or re-engage—don’t let them clutter your workflow.

A clean, effective CRM doesn’t just organize contacts—it builds revenue systems. And if yours is collecting dust, now’s the time to change that.

👉 Ready to optimize your CRM? Check out our services or schedule a strategy call.