📅 2025-07-04 — Session: CRM and Marketplace Contact Management
🕒 19:30–20:05
🏷️ Labels: CRM, Lead Management, Contact Management, Marketplace, Productivity
📂 Project: CRM
⭐ Priority: MEDIUM
Session Goal
The goal of this session was to enhance CRM and marketplace contact management by implementing structured processes and templates.
Key Activities
- Reviewed and utilized a mid-day system-restart checklist to boost productivity.
- Developed a next-action micro-plan for CRM lead management, focusing on triaging leads and maintaining funnel hygiene.
- Outlined recommended columns for a lead tracking table to improve lead management.
- Structured a CSV format for organizing lead information effectively.
- Documented contact records and follow-up actions for Zonaprop and marketplace contacts, including specific notes for NachoG and Carolina Quinteros.
- Logged communication entries and visit confirmations for various contacts, including Jesica, in the marketplace.
- Planned sales visits and organized necessary materials and metrics to monitor post-visit outcomes.
Achievements
- Established a comprehensive approach to CRM and marketplace contact management.
- Created actionable templates and checklists for lead tracking and communication.
Pending Tasks
- Follow-up on scheduled visits and ensure all necessary materials are prepared.
- Monitor and update lead tracking metrics post-visit.