Impact Consulting | AI Systems That Multiply Human Impact

Q1.How would you describe your CRM situation?

No CRM - contacts are in my phone, email, or headHave a CRM but rarely use itUse a CRM but data is basic - names and emails onlyCRM is active with relationship context and follow-up workflows

Q2.How much context do you capture about your contacts beyond name and email?

Almost none - I remember most of itNames and basic details onlySome notes - but not systematicDetailed context: motivations, preferences, conversation history

Q3.How does follow-up happen in your business?

I follow up when I rememberI have reminders but they're manualSome automated emails or reminders, but follow-up still depends on me checkingFully systematic - automated, personalized, consistent

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