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5 Questions to Ask Yourself When Scrubbing Your CRM System

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January 18, 2017

The almighty CRM (customer relationship management) system is the hub of client and prospect information for most businesses. There are numerous CRM systems used by individuals and organizations including SalesForce, Infusionsoft, Hubspot, Insightly, Zoho, Pipedrive, PipelineDeals, etc. The number of CRM systems continues to trend upward especially with inbound marketing becoming more and more prevalent.

Under : business adviser, business applications, business coaching, business software, CEO, Chief Executive, crm, customer relation management, Uncategorized

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2016 Calendar Tour in 4 Steps Adjust, Revamp, Retool for 2017

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January 03, 2017

As we all roll into the New Year, consider taking a tour of your 2016 calendar and build a +- Review Sheet.  It may offer insights to what to do more of and less of in 2017 to keep your emotions in check.

Under : business coaching, calendar, CEO, executive coaching, journal, mentoring, Uncategorized

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Exciting Times Coming in 2017 for Ultra Triathletes

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December 09, 2016

As the year comes to a close, I wish all of you the very best holiday season with your family and friends. I hope you were able to achieve your fitness, racing and life goals in 2016. If not let me know and I will offer some ideas and suggestions for 2017!

Under : deca, triathlete, ultramarathon, Uncategorized

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Texting and Connecting with Your Customers

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October 18, 2016

The common customer communication practice after a meeting is to follow up by phone call or email. However, with the growing trend of business (not just personal) texting, with the simplicity and exceptional open rate results, more companies are including it as part of their overall marketing plan. Sending a photo with the text when thinking of a customer can provide better overall connection and personalization.

Under : accountability coach, business adviser, business coach, business strategist, CEO, executive mentoring, tax advisor, Uncategorized

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Be Concise with your Next Speech and Procrastinate

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September 30, 2016

If you have an upcoming presentation, investor pitch, platform talk or round table, consider redrafting your talk to make it much shorter and concise. Yes this is common sense, but it’s very difficult to do. If your allotted speaking time is for 10 minutes, draft your presentation to be completed in 4 minutes.

Under : brevity, business coaching, CEO, chief executive officer, concise, executive coaching, mentoring, speaker, Uncategorized

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What’s Your Accountant Doing for Your Company? - Top 10 Questions to Discuss With the Up Coming Sept. 15th Tax Filing Deadline

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September 12, 2016

September 15th is the time of the year that US corporate tax payers rush to get the final numbers to their accountants for the filing deadline (assuming they extended the returns with the automatic 6 month extension – IRS form 7004). It’s similar to the stress of April 15th individual tax filing deadlines.  In many cases owners never fully analyze and disseminate the information from the corporate P&L and the corresponding tax return.

Under : business adviser, business strategy, CEO, chief executive coaching, mba, tax adviser, tax advisor, Uncategorized

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