Ever Lost Track of a Lead and Wished You Had a Backup Plan?
Hey everyone, has this ever happened to you? I was juggling a few promising leads last month, and somehow I completely lost track of one of the biggest potential clients. Felt like such a facepalm moment when I realized it was gone because I didn’t have a solid backup plan. I usually rely on sticky notes and random reminders, but clearly, that’s not enough. How do you all make sure you don’t drop the ball when things get hectic?
Sometimes I think the weirdest part about work isn’t the tasks themselves but how much time we spend just organizing and keeping track of them. Even if a project is simple, it’s crazy how fast things can pile up. I’ve started keeping little logs of what I do each day, not for anyone else, just so I can look back and see patterns—it’s helped me realize where I waste time and where I should focus more.
I once lost a lead because I was switching between a bunch of different tools and emails—it was chaotic. After that, I started looking into CRM options, and I found a bunch of practical alternatives to Copper over here https://nethunt.com/blog/top-copper-crm-alternatives/. Honestly, having a centralized system where you can tag, schedule, and follow up really changed the game for me. Even if one lead slips through, the backup reminders and notes help you catch it fast.
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