Unleashed - How To Thrive As An Independent Professional

Show Notes In this episode of Unleashed, Will Bachman explains how independent professionals can use a spreadsheet as their CRM system. A spreadsheet can be an effective first step before investing in a paid CRM system, and for independent professionals, the most fundamental use of a CRM spreadsheet is to keep track of the people, organizations, and project opportunities, in addition to confirming new projects, but the first step in setting up a CRM system should be to create a spreadsheet of all your contacts, and another tab with all your past projects.  Ultimately, using a spreadsheet as a CRM system can be a great way to get started and gain familiarity with the features of a paid CRM system before investing, but when you do, you’ll be able to upload your spreadsheet into the CRM. Will walks you  through setting up a CRM system. The initial tabs discussed are 1.contacts, 2.opportunities, and 3.companies. Using a Spreadsheet for Contacts When setting up the contacts tab, a few fields are recommended, inclu