23 - Why You Need to Start Tagging Your Leads and How To Do It

2023-04-10

You don’t know what you don’t know until you know it. You know? And segmentation or tagging clients was one of those things I didn’t fully understand the power of until I learned about it. Once I began tagging clients based on common things like lead source, buying behavior, or demographics, it transformed by business. On this episode of the Determined AF podcast, I discuss the importance of segmentation for your business and the benefits of tagging clients in a CRM system. We also talk about: Practical examples of how you can use tags

You don’t know what you don’t know until you know it. You know?

And segmentation or tagging clients was one of those things I didn’t fully understand the power of until I learned about it. Once I began tagging clients based on common things like lead source, buying behavior, or demographics, it transformed by business.

On this episode of the Determined AF podcast, I discuss the importance of segmentation for your business and the benefits of tagging clients in a CRM system. We also talk about:

Practical examples of how you can use tags
What the benefit of tagging is for your business
Ideas to get started with tagging

And if you are interested in all-things organization and systems for your business, make sure to check out my free resource: 6-Step System for Building a Great Strategic Plan

You can also follow along with me in these places: