A working session for anyone running a small productised service who suspects their CRM is either doing nothing or quietly costing them money. I'll walk through what I actually track, what I stopped tracking, and where I still don't know if it's worth it. Bring your spreadsheet or your mess.
CRM for a productised service when you have five clients, not five hundred
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Event
- Purpose
- To compare notes on a CRM setup that fits an early-revenue service business rather than a sales team, and to be honest about what hasn't worked.
- Starts
- Nov 26, 2026, 3:00 PM · UTC
- Ends
- Nov 26, 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
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