CRM Setup

Quick overview

This guide starts with workflow capture, then setup, then best practices, then what to measure.

Step 1: Capture the current workflow

Write the process exactly as it happens now. Include screenshots, form fields, emails, customer messages, files, and decision points.

Step 2: Choose the simplest useful tool

Pick the tool based on the job. Do not build a complex stack when a template or single automation solves the issue.

Step 3: Set it up

1. Create the account.
2. Add the minimum required business info.
3. Create one reusable template.
4. Test with a real scenario.
5. Document the process.

Step 4: Measure the result

Track time saved, leads captured, response speed, revenue impact, and whether stress was reduced.