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Tell me what your CRM is doing wrong

A few lines is enough to start. Say which platform you are on and what it is doing, and you get an answer in writing rather than a calendar link and a sales sequence.

What to put in the message

The more of this you can answer, the more useful the reply will be. None of it is required.

  • Which CRM you are on now, or that you have not chosen one yet
  • Roughly how many people use it
  • What is going wrong, or what you are trying to decide
  • Whether anything is on a deadline

What happens next

I read every message myself and reply in writing within two business days. If it looks like something I can help with, the next step is a review call. If it does not, I will say so and point you somewhere more useful where I can.

You will not be added to a mailing list, and nobody will ring you out of the blue. Your details are used to answer your enquiry and nothing else, as set out in the privacy policy.

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