Struggling to keep track of your connections and follow-ups? In this episode, we explore how using a CRM can streamline your networking, help you maintain meaningful relationships, and ensure you stay top of mind—all while keeping your approach authentic and strategic.
Building strong, lasting relationships isn’t about collecting contacts—it’s about staying connected in a meaningful way. In this episode, we discuss how a CRM (Customer Relationship Management tool) can help entrepreneurs, professionals, and business owners stay organized, automate follow-ups, and deepen connections without losing the human touch.
We’ll walk through seven key steps to set up and optimize a CRM, from defining your goals and prioritizing contacts to choosing the right tool and building simple, effective habits.
Whether you're new to CRMs or looking to refine your approach, this episode offers practical insights to help you network with intention and ease.
Jillian uses Dex to manage her relationships.
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