Hygiene
- Tag every contact within 24 hours of entry.
- Update phone, email, and notes after every interaction.
- Run quarterly cleanups — remove duplicates and dead emails.
Action Plans
Every new lead should drop into a workflow automatically. Buyer leads, seller leads, sphere, past clients, and vendors each get different cadences.
Daily CRM Routine
- Morning: review today's tasks and overdue follow-ups.
- Throughout day: log every conversation immediately.
- End of day: tomorrow's prep and add new contacts.
Action Items
- Schedule a quarterly CRM cleanup.
- Build at least 3 action plans this week.