Tag: CRM

Getting Started with Obsidian Course

Getting Started with Obsidian

If you want to learn your way around Obsidian so that you can build a great note system then this course is for you. I’ll cover basic folder structure, when to use tags or links, and the plugins I think everyone needs to make their Obsidian experience excellent. Plus much more. If you want all my coursesbecome a member.

$99 USD (30-day guarantee)

  • Some initial thoughts on CRM tools

    Clients are the life of any freelancer’s business. You should always be marketing to and talking to possible new clients to keep your pipeline full of work. Let it drop off and you’d better go find a fridge box to live in. Enter the CRM If you don’t know what a CRM is lets get […]

  • OS X CRM – Relationship by Jumsoft

    Lately I’ve been getting enough contacts that the Apple address is getting stretched outside it’s boundaries. So I’ve started to evaluate my work flow for dealing dealing with and following up on contacts for work. Current Workflow Currently for any contact I make a note in the Address Book notes field with any extra information […]