Easy things first

If I asked you, you could probably make a list of 5 or 10 things you'd like to improve in your CRM.

Email templates
Staff workflows
Easier imports
Streamlined reporting
Refined user permissions
A dozen other things

If you’re like most people, the longer that list gets, the more overwhelming it feels.

That's our nature. We envision a perfect world, and then feel a little intimidated imagining what it would take to get there.

But what if you just started with the easy things?

You probably did this back in school:

When you have 87 chemistry problems for homework, there's no rule that says you have to do them in order.

You can skip the hard ones and do all the easy ones first. That will give you practice with the concepts you understand which can give you insights into the ones that seemed impossible before.

You can do this with your CRM improvements as well:

Start with the ones that seem easy, and that you're sure you really need.

With those hard ones sitting in the back of your mind, the easier work will often trigger some idea to solve the harder ones.

Here's the thing:

It's perfectly fine to make One Long List of Everything, and then build a plan and budget to tackle it all at once.

But if that's blocking you from getting started, you're in a bad spot.

Don't let the perfect be the enemy of the good.

Don't let the whole shebang be the enemy of moving forward.

Start with the easy things, and see what that tells you about the harder things.

Otherwise, you may never move forward at all.

All the best,
A.