Learn to use CRM Software

by work

Entrepreneurship Completed

Entrepreneurship Journey Overview

Follow this step-by-step entrepreneurship journey to see real progress updates, challenges overcome, and practical experience.

Progress Updates (4 total)

Update #1: Learn to use CRM Software

My current investor and customer CRM is mostly by Excel, it's messy, chaotic, and I have no idea where the file has been saved most of the time. I hope I get to track things easier as I learn to use Airtable or HubSpot (recommended by other founders 3+ months ago, but I didnt listen lol)

Update #2: DB down - sent my 1st customer suppport email

how come all the apps I use have some fatal bugs all the time? I.e. LinkedIn, Crunchbase, and airtable I need to manage feeling so unproductive and pissed when their servers or whatever is down

Update #3: CRM sequence

1. Put together a small number of high priority investors that invest in my space (20-30 investors). Found them on Crunchbase 2. Give them a rating and sort by priority 3. List all their portfolio companies that I want to talk to/in adjacent space. 4. Message these founders, ask for a meeting, and ask for a referral to their investors on this list. Not sure if it works yet lol we'll see.

Update #4: Very proficient w. Airtable!

100% complete
Using filters/single drop down select to group user behaviors together -> pattern recognition & targeted GTM/ads