Put it into practice
- 01
Choose a channel your audience uses: referrals, content, search or relevant professional outreach. Prepare a clear offer.
- 02
Record each enquiry’s need, status and next follow-up. A spreadsheet may suffice; compare CRMs when tracking becomes difficult.
- 03
Track useful enquiries and sales, then refine your message. For email, check the applicable rules and unsubscribe options.
A practical example
A freelancer starts with a contact page and a tracking sheet. They evaluate Pipedrive when follow-ups get missed, or Brevo when email campaigns are needed.
Installing a CRM, newsletter and automated outreach before choosing a channel and message.