If there’s one software question that invokes a near-universal groan among small business owners, it’s “What do you use for a CRM?” Much of the existing software is clunky, expensive, or at worst—both. Today I’m chatting with Notion pro Alex Sherwood, a former Salesforce CRM manager, on how he built his own Customer Relationship Manager tool in Notion, and inspired me to do the same. Because even the acronym CRM gives me shudders, I renamed mine “K.I.T.”, Keep In Touch, in a nod to high school yearbook sign-offs.
More About Alex: Alex Sherwood, also known as A Notioneer, is a full-time Notion Certified Consultant, ambassador, and creator, who helps Notion users structure their system with his 50+ templates, guides, and consulting. Previously, he managed a Salesforce CRM for more than 3 years that started with 9 users and scaled to more than 75. He is the resident expert for our Free Time Operations Dashboard, a done-for-you guide to your entire business, helping all of our new Dashboarders get up-to-speed.
You can use the code PODCAST for a special deal on the Free Time Operations Dashboard (which includes two 1:1 sessions with Alex!)
🌟3 Key Takeaways:
📝Permission: Set up a simple CRM that works for you. Start with keeping light notes and reminders for the people you care most about! Then allow it to organically grow in scope and complexity over time.
✅Do (or Delegate) This Next: Create a “referred by” or “how we met” note or relation (Notion-speak) in your CRM to remember how you first connected with someone.
📘Books Mentioned: Free Time: Lose The Busywork, Love Your Business, Pivot: The Only Move That Matters Is Your Next One
🔗Resources Mentioned:
🎧Related Podcast Episodes:
💻 Access Free Time episode transcripts on Podscribe »
🌟Enjoying the show? The best way to thank us is by leaving a rating or review.
❤️Consider joining Jenny’s private BFF community, where you’ll get access to a monthly Q&A call, a private podcast feed with bonus content, and a community forum to exchange ideas and feedback with fellow Heart-Based Business owners.
💌 Subscribe to the Time Well Spent newsletter: http://itsfreetime.com/join
🛠 Get instant access to the Free Time Toolkit: http://itsfreetime.com/toolkit
💬 I’d love to hear what’s on your mind! Take the Free Time listener survey
☎️ Submit a voice question or comment for future episodes: http://itsfreetime.com/ask
🎧 Make sure you’re subscribed wherever you listen to podcasts
📝 Check out full show notes and links from this episode and share it with a friend! https://itsfreetime.com/episodes/125
Learn more about your ad choices. Visit megaphone.fm/adchoices
250: Do what you love and the money will follow . . . IF you meet at least 3 of these 20 criteria (Rolling in D🤦🏻♀️h)
249: Systems for Selling Over One Million Books with Josh Kaufman
248: Four Brand Personas, Biggest Mistakes, and Best/Worst Clients with Adam Chaloeicheep
247: Has your Business Brand Become a Liability? How to Know When It’s Time for a Tune-up with Adam Chaloeicheep
246: The Unsustainability of Inauthenticity with Erin Weed
245: Business Development Misfires and Best Practices with Terry Rice
244: Asking Better Questions and Designing Your Ideal Day with Claire Giovino
243: Engineering Serendipity and Best Practices for Community-Building with David Spinks
242: From Commoditized Content to Visionary Quests + Digital Doppelgängers with Andrew Davis
241: Finding Freedom and Financial Reciprocity through a Paid Newsletter with Nic Antoinette
240: 3 Ingredients to Fill a Program Faster When Launching (BFF Bonus Replay)
239: “Don’t Wait Until You’re an Expert” — Scratch Your Own Curiosity Itch with Nir Eyal
238: Why Revenue Goals Don’t Work (For Me)
237: Rest Easy with Ximena Vengoechea
236: Ignore the Odds — Rolling in D🤦🏻♀️h Crossover
235: Minimizing the Social Overhead of Managing Teams with Charlie Gilkey
234: 11 Practices to Strengthen Business Intuition (Part Two)
233: On Sensitive CEOs and Building a Soulful Business with Rose Cox
232: 11 Practices to Strengthen Business Intuition (Part One)
231: Building and Selling a Profitable Content-Based Business with David Thomas Tao
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Organic Marketing Simplified: Master podcast marketing, fuel podcast growth, and make money podcasting!
THE GO BIZ GUY
The Sigma Femme Podcast
The Prof G Pod with Scott Galloway
Habits and Hustle