Complete practical guide
The CRM manual that starts with a forecast somebody hired against
37 chapters, 68 resources and 148 AI prompts on setting up and customising CRM systems for small businesses — including the four things about this trade that no course mentions.
Look inside — read the first chapter freeOne payment, USD. Yours permanently — no subscription.
What this guide is
Most CRM advice is about configuration. This book is about the rest of it: the cleaning company owner who hired two people and took a lease on a second van against a weighted pipeline of $340,000, which contained deals that had died in March, because two of his five salespeople updated their records the morning of the monthly meeting and one had stopped entirely in February. Nothing was broken. Everybody had been trained, twice. And a spreadsheet in the same state would never have fooled anybody, because a half-updated spreadsheet looks half-updated and a half-updated CRM looks finished. It covers requirements gathering, pipelines, custom fields, imports, deduplication, permissions, automations, dashboards, training and adoption — with a method for reconstructing a sales process from real won and lost deals, exit criteria that are facts rather than opinions, a twenty-deal test that breaks any pipeline people cannot apply, and a hygiene measure that tells anybody whether the numbers on the dashboard are currently worth acting on. Every financial figure is blank, because no published rate accounts for how many people must change how they work or what state the data is in.
What you get out of it
Specifics, not promises.
- A requirements method that reconstructs the process from the last five won and five lost deals — and the lost ones matter more
- Exit criteria written as things that happened rather than judgements, so the pipeline means one thing to five people
- The twenty-deal test: three people placing the same open deals, which breaks any pipeline before it is built rather than after
- Pipeline hygiene measured per person every month — the number that tells a client whether their forecast is worth acting on
- An agreed threshold below which the forecast is not published, settled at go-live rather than during the argument
- The owner-conflict rule that stops a contractor making a commission decision by choosing a value in a dropdown
- 148 prompts that never ask a model to design a pipeline — and explain why a good generated one is more dangerous than a bad one
Ideal for
People with a job, a few evenings a week and very little to spend, who can sit in a room while two people disagree about what "qualified" means without resolving it for them, tell an owner that two of their salespeople have not entered anything in five weeks, and refuse to publish a forecast they know rests on stale data. Anybody who has set up a CRM for one employer knows a third of this; the rest is what changes when the users are measured on outcomes rather than records and somebody makes a hiring decision from a dashboard you built.
- Anyone with a job and a few evenings a week who wants to do this properly — including people already configuring CRMs who have never had a name for why a system everybody was trained on quietly stopped being updated.
What's inside
Format
- Digital download, delivered instantly after payment
- Formatted for letter paper — read on screen or print it
- Yours permanently, re-downloadable from your library any time
- Licensed for use in your own business
By the end you can
A requirements method that reconstructs the process from real won and lost deals, a pipeline with factual exit criteria signed off before any configuration, matching rules agreed in writing and owner conflicts escalated as a group, permissions tested by logging in as each role, entry designed to take fifteen seconds, pipeline hygiene measured per person every month, an agreed threshold below which the forecast is not published, and a log producing six numbers led by hygiene and the unsafe reporting count.
A working manual for configuring CRM systems for sales, service and follow-up alongside a job — built around the four facts most CRM advice leaves out: you are encoding a sales process that does not exist yet, the data you inherit is wrong and merging it is a business decision, the system makes things visible and visibility is political, and a half-used CRM is worse than a spreadsheet.
Instant download · One payment · Keep it forever
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