Tag: An Excel-Based CRM Template

‘Tis a Gift to be Simple

Thanksgiving is this week and I’m sure that you all are getting ready for lots of turkey, mashed potatoes, green beans, and pie. But, the best part about it (in my honest opinion) is getting to spend time with family

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Taking the Road Less Traveled: Business Edition

Content borrowed from Microsoft Community Connections, with which we are affiliated. For more information on what this means, click here. Screw tactics. Do you desire to supercharge your business growth? If you answered ‘HELL YES’ then keep reading. In my

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W5T Mobile Top 10

Awesome things you can do with the W5 Templates mobile app. 1. Voice record client / project notes 2. Call a client / one touch 3. Message a client 4. Record your business mileage 5. Record business expenses 6. Create a

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Sunday morning roll call

Reflect, Plan, Relax Start your week off on a great note. Take 60 minutes on Sunday morning reviewing your active and prospective projects. With no interruptions, it’s the perfect time to sit back and reflect. What progress did you make the

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What does it mean to “Do it yourself”, when it comes to CRM?  You want the ability to choose what you track, manage and control. But you don’t want something that’s complicated. Who does? The simplicity of the W5Templates approach, is

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Wearing a Bike Helmet and Practicing CRM

While out riding our bikes this past weekend on our favorite paved trail, I noticed the vast number of people NOT wearing bike helmets. In some cases, the kids were, but the parents weren’t. A clear case of do as

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Less Labor – More Day

Get more done As Labor Day approaches it’s a good time to ask the question, how can we labor less and get more out of our work days. The simple answer is “productivity”. The dictionary definition of productivity is “expressed

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Need help? We gotchu.

Even the best of workers have down days. We’re too tired to truly focus or just can’t think clearly. What happens when something seems off, or you just can’t figure out how to do that one thing? Well, one option

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W5Templates for CRM – WHY

Why bother. Why do you need a CRM tool?  The answer is simple.  The importance of the client, prospect and project information is vital to your business. What would you do with out it.  Quick and easy access to e-mail,

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W5Templates for CRM – WHERE

WHERE in the world is the contact information for your clients and prospects?  It might be in your phone’s address contact list … and then again it might not be.  If you’re working as part of a team and sharing

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