Customer Management
This system stores your contacts, tracks conversations, and helps you manage customer relationships.
What is a CRM?
A written document explaining exactly how to complete a recurring task.
What is an SOP?
The function responsible for making sure the business runs efficiently behind the scenes.
What are Operations?
Planning your day by assigning specific blocks of time to focused work.
What is Time Blocking?
A free resource offered in exchange for someone's contact information.
What is a Lead Magnet?
A person who has shown interest in your business but hasn't become a customer yet.
What is a Lead?
A repeatable series of steps used to accomplish a task.
What is a Process?
A measurable number used to determine whether you're succeeding.
What is a KPI?
Giving responsibility to someone else while maintaining accountability.
What is Delegation?
A conversation designed to determine whether someone is a good fit to work with you.
What is a Discovery Call?
The visual stages that show where potential customers are in your sales process.
What is a Pipeline?
The sequence of work moving from one step to the next.
What is a Workflow?
The amount of work your team can realistically handle.
What is Capacity?
Deciding what deserves your attention before everything else.
What is Prioritization?
A single webpage built with one goal, such as collecting leads or selling an offer.
What is a Landing Page?
A system that automatically completes repetitive tasks based on specific triggers.
What is an Automation?
The point where work slows down because something can't keep up.
What is a Bottleneck?
The ability for a business to grow without everything breaking.
What is Scalability?
Using people, systems, or technology to multiply your results.
What is Leverage?
A series of emails or texts that build trust over time.
What is a Nurture Sequence?
A piece of information you create to track something unique about your contacts.
What is a Custom Field?
Creating one consistent way of doing something so anyone can repeat it.
What is Standardization?
Every experience a client has with your business from first contact to becoming a loyal customer.
What is the Client Journey?
The mental exhaustion that comes from making too many decisions.
What is Decision Fatigue?
The percentage of people who take the action you wanted them to take.
What is a Conversion Rate?