Streamlined Solopreneur: Business Systems That Free Up Family Time How I Built My Own CRM Using Notion and Automation
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Mar 3, 2025 The speaker shares their frustration with traditional CRMs and their journey to create a personalized alternative. They discuss how they utilized tools like Notion and Todoist to automate lead tracking and follow-ups. Emphasis is placed on reducing friction for better workflow adherence. The idea of adapting systems to fit personal working styles is highlighted, reminding listeners that the best tools are the ones they actually use. Flexibility in app usage can empower solopreneurs to streamline their processes effectively.
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Imposing Tools on Clients
- As a web developer, Brian disliked other freelancers imposing tools on clients.
- He believed if a client's tool worked, freelancers should adapt, not force change.
CRM Troubles
- Brian, despite needing a CRM for growing coaching work and inbound leads, hated them.
- He tried various CRMs like HubSpot and Zoho but found none fit his workflow.
Building a Custom CRM
- Leverage automation to build a simple CRM tailored to your needs.
- Brian built his using Notion, Todoist, Make.com, and his website.