You don’t need more advice. You need clarity. This guide is designed to help you cut through the noise and reconnect with what actually matters to you and in your business.
Every thriving, productive customer relationship begins with a strong foundation. In this guide, you'll get the 5 principles of a great discovery, a collection of 18 questions to ask, and how to prepare for common situations.
When choosing a CRM, start by gathering detailed user stories from your team. These are narratives describing how different users will interact with the CRM to accomplish their tasks. This helps clarify real-world requirements and uncovers priorities that might not be obvious at first glance. Here's the template I've used in multiple CRM selections with clients.
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