Episode Details

Today on Sunday Skool Joey walks us through how to create a basic CRM (Client Relationship Management). 

This kind of tool is essential when reaching out to new businesses (whether it’s a warm reach out, hot chip in or cold as ice). 

What’s colder than ice? Oxana. Lol. 

We have a sheets template that I would be happy to send over if you need one, but yeh enjoy the session as Joey runs you through the concept and how to components. 

Of course you can also use excellent ones through ready made apps such as GHL, Monday, Click Up, Asana etc. 

Enjoy the pod xx 

Title: 

Building a Basic CRM in Google Sheets for Client Hustling

Hook:

In this episode, Joey walks us through creating an effective yet simple CRM using tools like Google Sheets and ClickUp. Perfect for small businesses or solo operators, this method helps you organize and track your client outreach, especially when prospecting for new work.

Key Topics:

• Definition and purpose of a CRM for small-scale hustling
• Tools comparison: ClickUp, Google Sheets, Excel options
• Step-by-step process for building a custom CRM sheet in Google Sheets
• Important columns: Client Name, Contact Info, Stage, Next Contact Date, Notes, Client Type
• Using dropdown menus for stages, contact methods, and client categories
• Setting up conditional formatting for follow-up reminders (dates highlighted in colors)
• Strategies for sourcing prospective clients: VA data mining, social media, in-person spotting
• Practical example: contacting kitchen installers in the Sunshine Coast area
• Tips for maintaining and updating the CRM: drag-and-drop, date tracking, notes collection

Timestamps:

00:00 - Introduction to CRMs and their role in client prospecting

00:30 - Explaining what a CRM is and how it helps in finding new clients

01:00 - Overview of popular CRM tools like Monday, Podium, GHL, Salesforce

01:30 - Demonstration of building a basic CRM in Google Sheets

02:29 - Structuring the CRM: Boards, stages, contact info, client types

03:04 - Using Google Sheets to track builders, accommodation, aged care, etc.

04:01 - Example of a client pipeline sheet setup in a workbook

05:18 - Setting up dropdowns for stages, contact methods, client categories

12:02 - Color coding stages for visual clarity

16:13 - Conditional formatting based on contact date to indicate urgency

19:06 - Automating date formats and follow-up scheduling

21:21 - Practical sourcing ideas: VA data, Instagram, in-person spotting

22:37 - Building outreach in real-time: a scenario with kitchen installers

26:40 - Tracking successful contacts and planning follow-ups

28:21 - Final tips for maintaining and updating the CRM effectivelyResources & Links:

• ClickUp — Project management tool used for more advanced CRM workflows
• Google Sheets — Free spreadsheet software for custom CRMs
• Excel — Alternative to Google Sheets for building client tracking sheets

Enjoy building your own simple CRM! Stay consistent, customize based on your client types, and use visuals like color codes to stay on top of your outreach efforts.