Worked daily, nothing slips. Set the five-minute habit and the one rule that plugs the biggest leak.
How to use this: a CRM only works if you work it. There's gold in those hills, the bookings are already in your pipeline. This sets the light daily habit that digs it out. Five minutes a day beats three hours a month.
1 · Your daily CRM time
"8:55am, right after coffee, before email" if it's not scheduled, it won't happen
2 · Your five-minute run-through
Open it once a day, same time
Scan for anything stalled (sitting too long)
Advance every lead that's ready, one stage forward
Note what you know + add the next step
Done. Close it. Short burst, not a marathon
3 · Your next-step rule (the biggest-leak discipline)
Every lead always has a next step, with a date. No exceptions.
"I never close a record without answering: what's the next action, and when?"
4 · Run it once, today
Do today's five-minute pass right now. One real rep makes the habit real.
you'll feel the gold start to move on the very first pass
Put your Second Mate to work
Two prompts to try now. The full set is in the library, How to Prompt Your Second Mate. Swap the [brackets] for your details.
Write the note and the next step
I just got off a call with a lead. Here are my messy notes: [DUMP]. Write a clean CRM note (who, what they want, where we left it), then suggest the single next step and a sensible date to set for it.
Flag who's stalling
Here's my pipeline with each lead's stage and last-contact date: [PASTE]. Flag the ones that have been sitting too long, rank who I should nudge first, and suggest a one-line next step for each. Keep it short.
Marketing Journeys · The Tradewinds Method · We don't hand you a course, we build your business with you. CRM setup / automation how-to is in the Specialty Library. Stuck? Bring it to Professor Hours, book a 1:1, or hire us.