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Listen "The CRM with No Follow-Up: Why It’s Not a CRM at All"
Episode Synopsis
Most businesses think they have a CRM problem — but what they really have is a follow-up problem hiding inside their CRM. In this episode of Booked from the Dead, Mason and Jay break down why having a CRM isn’t enough… and how relying on one without real automation, structure, or feedback loops is costing you sales every day.
They introduce what they call The Flatline Trifecta — the three biggest reasons most CRMs quietly bleed revenue:
No triggers to spark action
No logic behind follow-ups
No visibility into what’s working
Through real-world stories (including a law firm with leads dying in silence and a medspa blasting one-size-fits-all messages), they show how easily good systems go stale — and how to bring them back to life.
If your CRM feels more like storage than strategy, this episode gives you the checklist, mindset, and mini-audit to fix it. You’ll walk away knowing exactly what your CRM should be doing — and what to change before your pipeline flatlines for good.
They introduce what they call The Flatline Trifecta — the three biggest reasons most CRMs quietly bleed revenue:
No triggers to spark action
No logic behind follow-ups
No visibility into what’s working
Through real-world stories (including a law firm with leads dying in silence and a medspa blasting one-size-fits-all messages), they show how easily good systems go stale — and how to bring them back to life.
If your CRM feels more like storage than strategy, this episode gives you the checklist, mindset, and mini-audit to fix it. You’ll walk away knowing exactly what your CRM should be doing — and what to change before your pipeline flatlines for good.
More episodes of the podcast Booked from the Dead
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20/05/2025
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