CRM Organization

WHAT IT IS

A step-by-step guide to choosing, setting up, and maintaining a CRM system for a small business client — from tool selection to pipeline setup to the weekly habit that keeps it useful.

WHO IT'S FOR

VAs and operations assistants ready to offer CRM management, and anyone whose clients are tracking leads in their head, a notebook, or a messy spreadsheet.

WHAT'S INSIDE

• CRM tool comparison: HubSpot Free, Notion, Airtable, and Google Sheets
• Setting up HubSpot Free step-by-step
• The four things every CRM must track
• Pipeline stage definitions for service businesses
• Migrating existing data from a spreadsheet to the CRM
• The Monday 15-minute CRM maintenance routine
• AI prompts for writing CRM notes and follow-up emails

AFTER THIS GUIDE, YOU'LL BE ABLE TO:

• Set up a fully functional CRM for any client from scratch
• Build a pipeline that reflects how the business actually works
• Maintain the CRM weekly and show clients clear ROI