Notes on selling, kept simple.
Follow-ups, pipelines and the small habits that win deals, from the Skipper team.
Do I need a CRM if I use a spreadsheet?
A spreadsheet is fine until a follow-up slips. If you're a solo agent or freelancer, we explain when a simple CRM starts to help and what changes day to day.
Read more →What is a prospect record, and what goes in it?
A prospect record is one page per person: who they are, how to reach them and every conversation. Keep it simple so you can find it fast.
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