Tag Archives: CRM

L-O-V-E

Today is Valentine’s Day! Typically it is used to show your love and appreciation for your significant other. But what if we were to flip that around a bit? Use today not only to show how much you care to your husband or wife, but to your clients! Shoot them a message saying, “hey, thinking […]

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THE TOP TEN: What I Love About W5T

I’m an organized person. I write everything down, need things in a special order, and even color code my highlighters/Sharpie pens according to the activity/the importance of it. Slightly OCD? Maybe. But most of the time, it works in my favor. As a highly organized person, W5T is great. I could go on and on, […]

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Excel Even More at Microsoft Excel

There are now more than one billion Microsoft Office users worldwide — pretty crazy, right? We’d be willing to bet that if you’re looking at this blog, you’re one of them. If that is indeed the case, you should know that there are more ways to make use of the program Microsoft Excel! One prime example […]

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Happy New Year…or Chaotic New Year?

So it’s the end of 2016 and therefore, time for year-end organization and auditing. Are you ready? Typically, going through everything from the year and making decisions regarding what worked and what didn’t is a hassle….to say the least. But with our Excel-based system, keeping track of what you’ve looked at and what’s still on […]

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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 experience, every time I hit the ceiling and the growth of my business slows, it […]

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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 new contact 7. Edit a contact’s information 8. Have your phone navigate you to an […]

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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 week before and what do you need to focus on in the week ahead? To […]

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Be Prepared

It’s essential to have a networking plan. Allowing networking efforts to just happen can mean missed opportunities, wasted time and drained personal energy for owners. This is especially true for introverted entrepreneurs, for whom networking can already feel like a chore. Planning networking efforts, even when we take into account the necessary flexibility for unpredictable […]

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Fall-ing for Organization

This morning when I woke up, there was frost on my car. FROST! Imagine that. We’ve hit that time of year. Another time of year that we’ve hit? The busy season for businesses. Sales are going to start booming and life is going to get altogether more hectic. It’s going to be freezing outside and […]

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Red Light, Green Light

As kids we played red light, green light. A simple game of stop and start, where if you were caught moving as “red light” was called, you were out of the game.  As project, business and sales managers the game has changed to become, green, yellow and red. In this context – green is due […]

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