Unlock the Secrets to Business Growth

Stop Losing Leads!

Get the CRM Guide That Saves You Time & Grows Your Business

The Ultimate CRM Guide

Too many small businesses let potential customers slip through the cracks simply because they don’t have the right system in place.

This book will help you fix that without technical jargon, expensive software, or overcomplicated solutions.

Practical CRM Solutions

Step-by-step guidance designed for busy small business owners – no jargon, no fluff.

Small Business Know-How

Tailored insights for freelancers, solopreneurs, and growing teams who need clarity, not complexity.

Proven CRM Frameworks

Tried-and-tested approaches to help you choose, set up, and actually use your CRM with confidence.

“An amazing ebook that can totally change the way you see your work – suddenly, stuff that felt overwhelming starts to make sense, and you realise how much time, energy and money you’ve been wasting!”

Dawn Fallon

CEO, The Brand Builder

“The insights provided are practical and easy to implement. I’ve seen a significant increase in my business’s performance.”

Alison Reeves

Founder, The Bid Writer

“A game-changer! The strategies outlined helped me streamline my operations and boost profits.”

Glen McCulloch

Account Manager, TR Health Ltd

“I highly recommend this ebook to anyone serious about taking their business to the next level.”

Sophie Lee

Entrepreneur and Author

What You’ll Learn Inside:

Do you even need a CRM? Discover if a CRM or an email tool is the better fit.
Avoid common mistakes that waste time and money.
Find the perfect CRM based on real business needs.
Step-by-step setup guide to get it right the first time.

Behind the Book: Meet the Author

Juli Forrest is the founder of Connxess, a UK-based business support service that helps small businesses streamline admin, marketing, and customer service through smart systems, automation, and outsourcing. With over a decade of experience supporting entrepreneurs across industries from solo consultants to growing team, Juli has seen first-hand how poor lead management can hold businesses back.

She wrote “Don’t Let the Leads Escape” to cut through the jargon and give small business owners what they actually need: clarity, confidence, and control when it comes to choosing and using a CRM.

Her approach reflects the Connxess core values:

  • Care, for the people behind every business.

  • Reliability, so support is consistent and trusted.

  • Diligence, to dig into the detail that others overlook.

  • Expert, bringing knowledge without the ego.

  • Collaboration, because the best systems work when people work together.

Whether you’re tech-shy or tool-savvy, Juli makes CRM understandable and accessible, without the overwhelm.