From Rolodex to Revenue: Why Your CRM Should Be More Than a Digital Filing Cabinet

Ever feel like your CRM is just a digital Rolodex? This post will change that. Discover how customizing your CRM can unlock hidden opportunities, deepen relationships, and turn your network into your ... ...more

CRM ,Business Tips

October 20, 20253 min read

From Rolodex to Revenue: Why Your CRM Should Be More Than a Digital Filing Cabinet

Why Prospects Ghost You After the First Call

Why do prospects vanish after the first call? Because most outreach focuses on sales goals—not their needs. Discover how shifting to value-driven, empathetic communication transforms noise into meanin... ...more

CRM ,Business Tips

October 13, 20252 min read

Why Prospects Ghost You After the First Call

Tech Minimalism for Maximum Efficiency

Feeling buried under apps? Discover how tech minimalism can boost clarity, cut costs, and unlock growth. Learn why fewer tools = more momentum, and how simplifying your stack helps you focus on what t... ...more

CRM ,Business Tips

October 09, 20253 min read

Tech Minimalism for Maximum Efficiency

Why I’m Not Using MyMostTrusted—At Least Not Yet

Curated networks are tempting, but I choose relationships I’ve earned. This blog explores why owning your data matters, how first-party data builds trust, and why I’m holding off on MyMostTrusted (for... ...more

Business Tips

October 08, 20253 min read

Why I’m Not Using MyMostTrusted—At Least Not Yet

Planting Seeds, Not Chasing Kills: The Power of Unselfish Thinking in Business Growth

Tired of chasing quick wins? Discover why unselfish thinking is the secret to building a business that lasts. This inspiring read explores farming vs. hunting, legacy vs. hype, and how giving leads to... ...more

Business Tips

October 07, 20252 min read

Planting Seeds, Not Chasing Kills: The Power of Unselfish Thinking in Business Growth

The Hidden Cost of Not Using Your CRM — Missed Opportunities and Wasted Time

Your CRM might be costing you more than you think — missed leads, wasted time, and lost trust. Learn why service-based businesses must use their CRM with discipline and strategy to truly grow. ...more

CRM ,Business Tips

October 06, 20253 min read

The Hidden Cost of Not Using Your CRM — Missed Opportunities and Wasted Time

Tech & Health

I believe in using technology to boost efficiency, freeing up time for what truly matters—your self-care and being your best both professionally and personally. My goal with CRM systems is to eliminate manual tasks, so you can focus on building genuine connections with clients and partners while preserving the human touch in today’s digital world.

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The only goal is for both parties to get to know each other better so we can provide mutual support that sparks business growth.

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Laguna Beach, CA

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Mon – Friday 7:00am – 4:00pm

Saturday & Sunday – CLOSED

Phone Number:

626-374-2757


Laguna Beach, CA, USA

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Laguna Beach

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626-374-2757

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