by Juli Forrest | Jun 3, 2026
It is easy to think of customer journey as something that happens before a sale. A person finds your website, reads about your services, follows you online, asks a question, books a call, receives a quote, and eventually decides whether to buy from you. That part of...
by Juli Forrest | Jun 3, 2026
How do I know what to outsource first when everything feels urgent? There comes a point in running a small business where everything starts to feel important. The inbox needs attention. Customers are waiting for replies. Quotes need following up. The website could do...
by Juli Forrest | Apr 20, 2026
In many cases, you do not need a CRM straight away. You need a better follow up process first. When leads go cold, quotes do not get chased, customer conversations sit in too many places, and nobody knows what should happen next, the real problem is usually not...
by Juli Forrest | Apr 20, 2026
Do you need a CRM, or do you just need better follow up? Many businesses do not need a CRM straight away. They need a better follow up process first. When leads are being forgotten, quotes are not being chased, and customer conversations are scattered across email,...
by Juli Forrest | Apr 2, 2026
Case Study Improving processes and understanding the data Summary ConnXess, has improved the systems and processes that supported the back office functions of FIS Loveday Ltd. Through a bespoke programme of business support, ConnXess has not only saved time and money...
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