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CRM for a one-person business that suddenly isn't

Editorial portrait artworkTalia Ngatagbeya teamAuthor & Educator · Speakers & Thought LeadersNew ZealandGrowing Team·38m ago00

Review event terms, reservations and separate recording choices →

Event

Purpose
To show how a simple CRM keeps enquiries and past clients from falling through the cracks when you start delegating.
Starts
Dec 6, 2026, 3:00 PM · UTC
Ends
Dec 6, 2026, 4:00 PM · UTC
Event time zone
UTC
Format
online
Registration policy
open
participantVisibility
private
Capacity
30
Waitlist available
Yes
Accessibility
Live captions on; the recording is not kept.
Recording policy
none

I keep every speaking enquiry, follow-up and past client in one place, and it is the only reason I can hand pieces of the work to someone else without it collapsing. This session is for people who are at the point where the delivery is no longer just theirs, and the follow-up is the first thing to fall. We will go through what I actually track and where I stopped bothering, including the parts that did not stick.

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