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CRM FOR PROFESSIONAL SPEAKERS
If you are looking for a system to organize your contacts, solidify a sales process, and automate some of your ongoing tasks then you need a CRM (customer relationship management) solution. This template provides you with the basics of a CRM. It's the perfect place to start if you aren't quite ready for a full-blown CRM with advanced features. This mini-CRM automatically saves changes so you will never lose data. To get started, just enter your contacts manually or copy and paste existing data into this sheet.
How to use this template
|1||When setting up this mini-CRM for the first time, go to the "Settings" tab to define categories for characteristics such as Contact Type for People or Stage for Gigs||2||Keep the CRM up-to-date by updating or adding rows as you engage with "People", "Organizations", and "Gigs"||3||Use the CRM to plan your daily, weekly, and monthly goals. The "Dashboard" provides a summary of how your sales pipeline is doing to help you decide what to address next.|
Let's walk you through the tabs listed at the bottom of this sheet.
|Think of the Dashboard tab as your control panel for your opportunities. You'll see the following information:|
- The total value of all your opportunities
- Total number of People, Organizations, and Gigs in this CRM
- The number of Gigs by stage and the value of Gigs by stage
This is a great place to start planning your daily goals!
|A Person is someone you have already qualified to do business with. They may be a current customer, potential customer, or some other type of contact or relationship. This is the Person that works for a Company you want to do business with.|
|An Organization is an entity that you are either doing business with now, or may be doing business with soon. We like to think of the Organization as the building that the People you are dealing with work in. The Organization record is the top level record that we relate other records such as People or Gigs to.|
|An Gig represents any kind of effort towards getting yourself booked that you would like to track and move along through a process. You could also call a Gig a "deal" or a "sale". A Gig could represent the sale of a keynote, workshop, or an activity that has no direct monetary value, like increasing your press coverage.|
|This is where you define the following items that will set the data rules in your Sheet: |
- Contact Type for People and Organizations
- Stage, Status, Source, and Loss Reason for Gigs
You'll want to adjust this to what makes the most sense for your business process.
This spreadsheet was adapted from the Free Google Sheets CRM template made by Copper
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