Staying Organized with CRM & Follow-Up

Staying Organized with CRM & Follow-Up
Why This Matters
The #1 reason I was a top producer and could manage large sales teams is simple: I was a master of being organized and follow-up.
Most people stop after 1–2 attempts.
Stats show it takes 7+ touches before most deals close.
That means the majority of deals are left on the table because people don't follow up enough.
How Much Money is Left on the Table?
Let's do the math:
You talk to 10 potential clients this month.
You close 3 of them = $6K in commissions.
The other 7? They don't say no, they just don't act yet.
If you follow up correctly, you could close 3–4 more over the next 30–60 days. That's another $6K–$8K in commissions.
👉 Without follow-up, you literally leave 50% of your money on the table.
10
Potential Clients
Monthly conversations
3
Initial Closes
$6K in commissions
3-4
Follow-Up Closes
$6K–$8K more
50%
Money Lost
Without follow-up
Why CRMs Are a Game Changer
A CRM (Customer Relationship Manager) does all the heavy lifting:
Automated Campaigns
Automates email campaigns and text follow-ups.
Client Notes
Lets you put notes on each client so you remember conversations.
Smart Reminders
Creates tasks and reminders that pop up on your phone so you never forget to call or text someone.
Centralized Pipeline
It keeps all your pipeline in one place.
All for about $99/month. Ask yourself: if one extra deal = $2K commission… is $99 worth it?
If You Don't Want a CRM
I've created a simple tracking sheet for you to use instead.
You'll track: Name, Contact, Status (contacted, follow-up, booked, closed).
It's not as powerful as a CRM, but it's better than trying to keep it in your head.
My Recommendation
01
Start with a CRM if you can afford $99/month
GoHighLevel is what I use.
02
If you're not ready yet
Use the tracking sheet until you're consistently closing deals.
Remember: systems win. The people who stay organized and follow up are the ones making $10K–$20K/month while everyone else gives up after 2 DMs.
Action Step
👉 Decide today: are you going to use a CRM or a sheet?
👉 Post in the community which one you'll be using, and drop a screenshot of your first 5 leads entered.