Guides
CRM and follow-up guides for small business owners
Where to start
If you’re choosing your first CRM, read these in order. Pick a CRM, work out what it really costs, set up how you sort leads, then decide whether you set it up yourself or have it built.
The path, in order
- 01Best free CRM for a small business.How to pick one you’ll actually open, and the signs you’ve outgrown it.
- 02How much does a CRM cost?The four costs to count: software, setup, add-ons and your time.
- 03How to qualify leads.Check fit and intent, put the right questions on your form and let follow-up sort the rest.
- 04Have it built for you.If you’d rather not do the setup, I build the website form, the CRM and the follow-up around how you work.
All CRM and follow-up guides
Best free CRM for a small business
The simplest free CRM that fits how you sell.
Read the guideHow much does a CRM cost?
What you’ll pay, beyond the monthly fee.
Read the guideHow to qualify leads
Know who to call first, before you pick up the phone.
Read the guideLead qualification checklist
The questions and the weekly check on one page.
Get the checklistOne person business systems
The systems that let you stay solo, starting with a CRM.
Read the guideA real system behind these guides
WellPlan is the platform I founded to keep a small business’s leads, bookings and messages in one place. These guides come from the same problems it was built to solve.
How WellPlan worksQuestions about CRMs and follow-up
What is a CRM for a small business?
One place for everyone who has contacted your business, where each one stands and what happens next.
What should I set up first?
A contact list, one pipeline and follow-up reminders. Add automation once you’re opening it every day.
Do I need a CRM if I’m a one person business?
If you’ve ever lost track of a lead, yes. A simple free one is enough to start.
Two ways to get it done
Build it for me. I build the website, CRM and follow-up your business runs on.
Learn to build it yourself. One short email every Friday and one full guide a month.
Join the waitlist for a done-for-you build.
One short email every Friday, plus a full guide once a month.