Creating your very own Client Relationship Management System by Mike Felix

Creating your very own Client Relationship Management System

Want to be able to keep track of all of the potential sales and revenue that comes your way? You'll need a Client Relationship Management tool for that.
Take this training on creating one of your own! 

Who should take this training?

If you're a small business owner who is having trouble with keeping track of all of your inbound opportunities, you NEED this training!

What's included?

Video Icon 7 videos File Icon 3 files Text Icon 1 text file


Welcome to the Course
Introduction & Overview
4 mins
Who should be taking this course?
3 mins
What is a CRM?
Setting up your Platform
Setting Up your Client Relationship Sheet
9 mins
Access your Lead Generation Template
Setting Up your Time Blocks for Lead Management
7 mins
Creating Email Templates within GMail
5 mins
Tracking Outbound Emails for Follow Ups
4 mins
Add the Email Tracker to your Google Chrome
Follow Up Fortunes!
The Fortune is in the Follow Up (Conclusion)
3 mins
Join the Guerrilla Launch Group

Reasons you need a CRM...

1. It allows you to register your leads and contacts

You never know when a lead is ready to buy from you. Probably not today anyway. Keep them warm.

It is never too late to start organizing your customers and contacts. You need some basic categories to make your data efficient so that you can implement your CRM strategy to fulfill their needs.

2. You can track all customer interactions - from everyone in your company.

Next time you talk to a customer or prospect, you get the upper hand when you know what that company is talking about. You can get the person to feel seen and important. And this history builds a long-term relationship. 

3. It reveals possibilities.

How many prospects have you "not sold to" yet?

Most likely a lot. I usually tell my sales team that a “no" most likely means "not today". Most companies keep their current supplier until they are ignored. That’s why keeping them alive and kicking in your CRM database is so important. And if you have an effective email marketing strategy or a great seminar plan, their business might be yours for the next quarter.

4. It makes your most valuable asset – the customer data – remain.

People change jobs. Have you ever experienced someone leaving you, and nothing is left behind?

The sales pipeline wasn’t up to date. The contacts wasn’t updated. The important contacts wasn’t registered – because all relevant information was stored locally. Don’t let it happen to you.


Do you have a money back guarantee?

Hey... Look, if you absolutely don't find value in the training and I'm also not able to answer any of the questions that you have, then I have no problem refunding your investment back to you. 

What if I have issues with the tool?

If you have any issues at all, please do not hesitate to directly contact me so I can remedy the issues you're experiencing.