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Leanne Hughes's avatar

Wanted to share a question I received via email: "You don't seem to have any kind of CRM or relationship-tracking tool, which blows my mind! How do you care for relationships and stay in touch with opportunities/deals?

Also no project management sytem?

I'm so intrugied as those are key for me!

Amazing breakdown by the way."

Here’s my response:

Google Sheets!! It's a good point though, i didn't list ANY of the free tools I use.

I tried a CRM for a while but didn't use it, and my strategy is more, 'oh if so and so enters my mind I'll reach out to them' - I'm not good at the "I should contact Bob every 90 days" type stuff!

Leanne Hughes's avatar

Another question hit my inbox, "Great tech wrap Leanne. I am surprised Notion is not in there - I know you used it before. What changed/replaced it?"

I still use Notion but I'm on the free plan. I don't have any Team Members that require access and I do love it as a tool to share workshop resources and updated with clients, as well as logging some ideas every now and then. But on the daily, I'll use Apple Notes just to add ideas, and this year I had my podcast, Leanne on Demand, so most of my ideas were used on that podcast in real time!

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