I told the team eight months ago we’d automate onboarding once the copy was nailed. It still isn’t, so two people move every signup through the sequence by hand. Now I’m choosing between building the lifecycle in our email tool and buying a proper CRM first. The fear: I buy the CRM, we underuse it, and I’ve added a fixed cost I can’t pass through to a newsletter priced too low already. For a team of four, which did you do first?
Do I buy the CRM before I automate onboarding?
Discussion
- Purpose
- Help Freya decide whether to buy a CRM before automating newsletter onboarding or build the lifecycle in her existing email tool first, based on small-team experience.
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