Self-explanatory. Give the name of your contact. Or don't. But it helps.
If the contact has a personal website, or business website, link it here.
Provide the contact details you'll use to get in touch with this individual—that might be an email address, a phone number, an instagram profile or LinkedIn page.
The association that's most relevant to your contact in the relationship type you'd like to engage with.
If you have a clear idea of the industry, vertical or key segments you'd like to target, you can change the multi-select options to suit your business' target segments more accurately.
Partners help your business grow. Tracking prospective partners—especially when you're not yet ready to reach out—is a great way to build a valuable CRM library.
Clients are seeking your services, advice or tailored solutions. Typically, most freelancers, consultants and contractors are seeking client leads.
For people relevant to your target segments, that may be interested in promoting your products and services.
Loosely speaking, customers differ from clients insofar as they are looking to purchase a product or service that is predefined. ECommerce sellers, digital products, online courses and general retail are businesses seeking customer leads, primarily.
Membership businesses are seeking leads that will give repeat or recurring business. This is most common for SaaS products, apps and many modern software-based solutions.
If you're building a business, you may seek out some additional help, expertise or advice. Advisors, mentors, coaches and experts can be valuable to track in your CRM, also.
If you have a product, service or content that you may want to distribute via publication or popular blog, these are relationships that can also be developed. Keeping track of publications that are active in your industry or field, along with any relevant press, reviewers, commentators or associations, is another lead-generating activity to stay on top of.
<aside> 👉 This lead property has been preset with some common lead sources. Feel free to add, adjust or amend as needed.
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Inbound leads that sign-up through your website—perhaps to a mailing list or in response to a piece of content published—should be counted in this group.
Marketplaces like Upwork, Toptal, Fiverr, and many others are an excellent place to source leads—especially when getting started.
For clients that are passed along from previous clients, friends or contacts, it's worth keeping track of these leads as 'referrals'.
Whether that's an outbound lead (someone you reach out to on social media) or inbound (someone who responds to your content/profile), social media leads are those acquired across all major social platforms.
Depending on your target segments and profession, online communities can be excellent places to find highly engaged, relevant leads. If you are using online communities as a lead generation channel, feel free to use this tag.
Person-to-person events have reduced significantly in recent years, but they can still be a valuable lead generator. Further, online events are rising in prevalence—this tag is for any and all networking efforts.
There are also a range of powerful prospecting and research tools. These can help find an email, learn more about a business or simply uncover related businesses and contacts—a shortlist of such tools can be found from the homepage of this template.
This can be a completely subjective metric which you rate each prospect on, individually. It might have to do with the style of the business; the size; the location; the vertical; the personality; the content they produce; the values they hold—anything that suggests this prospect would resonate well with your offering.
<aside> 🔟 This is preset as a rating from 1 - 10
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Your wins history captures any past transactions won with a client, customer, partner or contact. This history can help you sort your CRM based on 'Past customers' where the Status function won't quite capture it.