Why I'm offering the CRM Strategy Sessions

Yesterday I mentioned the availability of a few no-fee CRM Strategy Sessions, and I’ve had a few thoughtful replies already — clearly it’s something people are thinking about.

But some folks are wondering: Why give away these sessions at no cost?

To be fair, it's not entirely altruistic. Here's the deal:

I'm offering these spots to list members because you're the kind of people I enjoy working with: leaders who care about their mission and want to keep learning to move that mission forward.

And frankly, this is the kind of work that matters.

Not just learning your tools, or collecting new features. But getting real clarity about who your people are, what they need and want, and how you can align your goals with theirs so you can move forward together.

I've been helping my clients do this "by the way" for ages. But that kind of offhand support only goes so far.

These sessions are a way for me to dig deeper into that kind of work and to begin making it more of a primary offering in my services.

What I learn from these sessions will inform my own process. And what you learn will inform your process in the important work you're doing.

That means this isn't a prelude to a sales call. You should expect to walk away with a clear and actionable plan, whether we work together again or not.

If this feels timly to you, there’s still time to claim a spot.

Because after all, it doesn't matter how fancy your tools are, if you're not clear on what you're really trying to build. (And I’m just guessing here, but your mission is probably not to build a fancy CRM system.)

All the best,
A.