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Do You Need a CRM? Client Systems for Freelancers with Jo Shock
After years of very gentle bullying, I finally got Jo Shock onto the podcast! Jo has been the magic behind my business for over a decade, and she's the person everyone in the Freelance Business Lounge gets sent to the moment anyone mentions systems and CRMs. In this episode, we're talking all things CRM: what they actually are, when you need one, what to look for, and how to avoid getting dazzled by shiny software. If you've ever lost track of a lead in your inbox or wondered whether a spreadsheet is still cutting it, this one's for you.
Timestamps:
0:00 Meet Jo, the magic behind my business…
The skinny
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