Tips

Contacts

• Agree tag names as a team, and use them the same way every time.
• Log activities straight after a call or meeting, while you remember the details.
• Give every follow-up a task with a due date, so the dashboard reminds you.
• Set a lead quality on new enquiries, so you know who to call first.

Deals

• Move deals to their new stage as soon as things change.
• Set honest expected close dates, and update them when they slip.
• Note the key decisions on the deal, so anyone can pick it up.
• Check the Deals Pipeline report each week for deals that have stalled.

Email marketing

• Only email people who have agreed to hear from you.
• Use dynamic lists, so new contacts who match join without you lifting a finger.
• Send yourself a test first, from a small list with only you on it.
• Personalise with merge tags, with a fallback such as {{first_name|there}}.
• Read each campaign’s report, and keep what works.

Automations

• Start small: test one action before building a long sequence.
• Use filters between actions so only the right contacts carry on.
• For an email series, use a manual run with waits to space the emails out.
• Check the history now and then, to be sure each automation is doing its job.
• Deactivate automations you no longer use.

Clean data

• When you find a duplicate, keep one record and delete the other.
• Check email addresses before adding people to a list; a hard bounce unsubscribes them.
• Delete contacts you no longer need.
• Tick off finished tasks, so the open ones stand out.