You get a message. You reply. Then - poof! - it goes into a blackhole never to be found again.

How many times have you thought, “I know someone messaged me about this… but who?”

That’s why I use GoggleCRM every single day. It’s my memory, my follow-up machine, and my deal tracker - all in one.

Workflows: The Secret to Winning More Clients

I don’t rely on my brain to remember who I need to follow up with. I build workflows for every type of relationship I have on LinkedIn:

• Potential Clients – The ones who need my programme but don’t know me well enough yet.

• Referral Partners – People who can introduce me to my ideal clients.

• Existing Clients – Relationships I want to maintain and nurture.

A good workflow makes sure no opportunity slips through the cracks.

I’ve built out workflows for different types of relationships. Adding people to the workflow is as simple as visiting their profile on LinkedIn and clicking “add to workflow”.

Taking People on a Journey

Relationships take time. You don’t just drop into someone’s inbox and expect them to buy.

Let’s say I’ve got a prospect who’s a perfect fit for my programme, but they don’t really know me yet. I’ll build a workflow that reminds me to:

1. Show up on their content – Engage with their posts so I’m on their radar.

2. Build rapport – A structured way to stay top-of-mind without being pushy.

3. DM at the right time – Drop a message when I’ve build some relationship.

Or maybe I have a referral partner who regularly sends me leads. I’ll set up a workflow that prompts me every few weeks to check in, keep the relationship going, or simply say hello.

It’s intentional. It’s structured. And it works.

Goggle is My Memory

I never want to lose a hot lead because I forgot to follow up. Every time someone DMs me about my programme, I immediately save them in Goggle, add them to a workflow, and tag them as an inbound lead.

This way, I always know exactly where I am with every prospect - without trying to keep it all in my head.

Or worse have this big complicated tool, where I get lost in it or spend hours in it rather than talking to people.

The Dashboard: Your Daily Action Plan

The beauty of Goggle is that it gives me a clear list of what I need to do today. I don’t wake up and wonder, “Who should I engage with?” or “What leads need following up?”

I just check my dashboard and get to work.

• If I’m behind, I know what to catch up on.

• If I’m ahead, I know what’s coming next.

• Nothing gets missed. Ever.

If you’re busy like me, sometimes, things slip, the last thing you want is to miss an opportunity because, you didn’t keep tabs on it. So, even when work is intense, I can come back to Goggle and catch up.

LinkedIn Prospecting Made 10x Easier

If you’re trying to build relationships and win clients on LinkedIn without a system, you’re winging it. And that means you’re losing opportunities without even realising it.

GoggleCRM takes the guesswork out of prospecting, relationship-building, and follow-up. It’s the tool that makes LinkedIn work for you - not the other way around.

So if you want to stop letting leads fall through the cracks, build workflows that actually move people through a journey, and make LinkedIn easier, not harder…

Get Goggle working for you.

Your pipeline (and your bank balance) will thank you.

If you want to nail social selling, you need GoggleCRM and for a limited time you can get lifetime access for £99

With these tools, you can easily group leads by campaigns, source, or any other criteria that matters to you.

Adding Details to a Lead’s Profile
When you open a lead’s profile—say, Dave Faulkner—you’ll see a “Details” section where you can add all kinds of information. Beyond basic details like their job title or company name, you can plug in their social media handles, phone numbers, or even potential deal values. The more information you store here, the easier it becomes to personalize your follow-ups and stay on top of every opportunity.

Organizing With Tags
Tags are like virtual labels that help you quickly sort and filter your contacts. For example, if you run different marketing campaigns, you can tag each lead with the specific campaign they came from. If you want to note that a lead originated from your website, simply assign a “website” tag. Need to identify who downloaded a particular resource? Tag them accordingly.

How to Create and Use Tags:

1. Go to Settings: Head to the Settings area in GoggleCRM.

2. Create Your Tags: Make tags for anything that’s useful to you—campaign names, referral sources, or special notes.

3. Assign Tags to Contacts: When viewing a contact’s profile, scroll down to add the tags you’ve created.

Once tags are in place, you can filter your entire contact list by tag. This makes it easy to focus on a specific group—like leads from a certain campaign or customers at a particular stage in your sales process.

Using Custom Fields for Extra Details
If there’s information you’d like to capture that doesn’t fit into a standard field, just create a custom field. Maybe you want a “How did you hear about us?” field to track marketing sources or a “Preferred Contact Method” field to personalize your outreach.

How to Create Custom Fields:

1. Settings Area: Go to Settings in GoggleCRM.

2. Add a New Custom Field: Give it a name (like “Referral Source” or “Favourite Product”).

3. Fill It In on a Contact’s Profile: Just scroll down in the contact’s profile and fill in the details for that custom field.

Why Use Tags and Custom Fields?

• Better Organization: Quickly segment contacts by their tags or custom fields, making it easier to find exactly who you need.

• Personalized Outreach: Tailor your messages by knowing where each lead came from or what they’re interested in.

• Improved Efficiency: Spend less time hunting for information and more time building relationships.

In Short:
Tags and custom fields give you the flexibility to manage your leads your way. Whether you’re tracking sources, sorting customers into groups, or adding extra details, these tools help ensure no one slips through the cracks. With a few clicks, you’ll have a more organized, personalized, and efficient system for managing your leads in GoggleCRM.

By assigning a monetary figure to each lead, you can quickly see how much business might be coming your way and prioritize your efforts accordingly.

Where to Find Lead Details
Start by opening a lead’s profile. Here, you’ll find all the key details—contact information, any tasks you’ve assigned, the workflow they’re in, and a record of when they were added to your system. This is where you can keep tabs on their company name, job role, and other important background info.

Adding a Value to a Lead
If you’ve had a conversation with a prospect and you know their budget or you’ve given them a quote, you can add that value right into their profile. For example, if your prospect mentions a £10,000 budget, simply type that amount into the “Value” field and hit “Save.”

Why Assigning a Value Matters
By putting a number on each opportunity, you create a clearer picture of your potential future revenue. Instead of just seeing a list of leads, you can see how much each lead is potentially worth. This helps you:

• Prioritize Your Follow-Ups: Focus on leads with higher values to make the most of your time.

• Track Your Progress: Keep an eye on the total estimated value of all your leads combined.

• Stay Motivated: Seeing the potential revenue can give you a boost to keep nurturing those opportunities.

Making the Most of Your Dashboard
After you assign values to leads, head back to your dashboard. You’ll be able to scan through your pipeline and spot the leads that come with a sizable opportunity. Each day, you can log in and instantly know where you stand, what’s on the table, and which leads might deserve a little extra attention.

In Short:
When a lead gives you a sense of their budget or you’ve quoted a price, don’t miss the chance to add that figure to their profile. It turns your lead list into a truly valuable snapshot of your current and future opportunities, helping you make smarter decisions and close more deals in GoggleCRM.

In simple terms, a workflow is a set of steps or tasks that guide your leads through your sales process. With a well-planned workflow, you’ll always know what to do next, making it easier to stay organized and move people from “just a contact” to a paying client.

Building a Workflow: Step-by-Step

1. Name Your Workflow:
   Head to the “Workflows” tab and click “New Workflow.” Give it a clear, memorable name—something that will help you pick the right workflow when you add a new lead.

2. Set a Default Workflow (Optional):
   If this is your main or most commonly used process, mark it as the default. This way, when you assign a new lead, the system knows which workflow to use right away.

3. Define Your Stages:
   Think of stages as the big milestones in your sales process. For example, you might have stages like:

   • Building Rapport

   • Outreach

   • Meeting

   These stages represent the “big picture” steps you take as you develop a relationship with a lead.

4. Add Tasks to Each Stage:
   Within each stage, break things down into smaller actions. These are your tasks—specific to-dos that move the lead forward. For example, under “Building Rapport,” you might create tasks like:

   • Connect on LinkedIn (assigned to you, due the day they enter the workflow)

   • Check acceptance (scheduled a few days after they’ve been added, or a few days after you’ve completed the previous task)

   You can choose when each task is due: immediately after adding them as a lead, a certain number of days later, or after a previous task is done. This flexibility lets you create a smooth, step-by-step process that matches how you actually work.

Why Set Up Workflows?

• Consistency: Every time you add a new lead, you’ll follow the same proven steps.

• Efficiency: No more wondering, “What should I do next?” Your tasks are laid out for you.

• Scalability: Once you’ve created a workflow, you can apply it to as many leads as you like. Spend time designing it once, and then simply reuse it over and over.

Common Uses for Workflows

• Prospecting and Outreach: Guide new leads from that first connection to a meeting.

• Nurturing Existing Relationships: Keep in touch with clients you already know and trust.

• Following Up on Proposals: Make sure no deal falls through the cracks by scheduling timely follow-ups.

Ready to Go?

After you’ve added all your stages and tasks, just hit “Save,” and your workflow is ready. Next time you add a lead to GoggleCRM, pick the workflow you built. Your tasks will start rolling in automatically, helping you stay on track and never miss an important step in the sales process.

If you need a little inspiration, you can check out pre-built workflows or experiment with creating your own until you find the perfect fit. And if you have any questions, don’t hesitate to reach out to the support team. Good luck, and happy selling!

It’s actually pretty simple once you get the hang of it. Think of these labels as a way to keep track of where each person stands in your relationship with them.

Contacts: Your Full List of People
Every person you’ve ever added to GoggleCRM is a contact. This is your big master list—anyone from your email imports, event sign-ups, or people you’ve met along the way. You can think of it as your starting point because everyone begins as a contact.

Leads: The Ones You’re Currently Working With
Leads are those contacts you’ve decided to focus on turning into customers. They’re not just sitting in your database; you’re actually putting in some effort—sending messages, arranging calls, or scheduling demos. By marking someone as a lead, you know they’re “in progress” and need your attention right now.

Clients: Your Customers
Once a lead decides to work with you or buy something from you, they become a client. At this point, you’ve already done business with them. Now, you might want to keep nurturing these relationships—maybe by sending them helpful updates or checking in to see if they need anything else. Clients are the people who’ve already trusted you with their business, so it’s important to treat them well and maintain that connection.

How to Change Someone’s Status
If you want to update a person’s status, just open their profile in GoggleCRM and head to the “Details” section. From there, you can switch them from contact to lead, lead to client, or back to just being a contact. It’s a quick and easy way to keep everything organized.

In a Nutshell:

• Contacts: Everybody in your database

• Leads: Contacts you’re currently working to convert into clients

• Clients: People who’ve already done business with you

By understanding these simple labels, you’ll know exactly where each person stands and what kind of attention they need from you. It’s all about staying organized and making sure no one slips through the cracks.

I have a few problems which don’t help.

I spend a lot of my day-to-day working with clients, so I can’t be on LinkedIn all day. So much happens in the day it’s hard to keep tabs on where I am up to with potential leads.

But the big one for me is that, on average I’ll have around 7 touch points with someone before I get them on a Zoom call. Rewind to 2018, I could get 20 meetings with one message.

So, I use GoggleCRM every day to help me keep to a process.

The 3 big things for me which make it worthwhile is

• The simple task list and checkboxes - The workflow is set up, all I have to do is the tasks.

• Daily reminders what to do - GoggleCRM emails me every morning with my task list and it’s in the dashboard every time I log in.

• Never lose a lead - Even when I’m busy, I know exactly where I am up to and never lose someone in noisy LinkedIn inbox or forget someone.

That’s why I use it and that’s why I recommend it.

LinkedIn is noisy.

Every day, people’s inboxes are filled with irrelevant pitches, and most of them are ignored. It’s no wonder that getting responses, starting conversations, and turning those into actual proposals has become harder than ever.

But here’s the thing: LinkedIn isn’t the problem. It’s how we approach it.

Without a clear process to track, engage, and build trust with your prospects, you’ll get lost in the noise. That’s where GoggleCRM comes in.

It’s not just a tool to store names and emails. It’s a system to help you engage with prospects in a way that feels natural and actually works.

Here are three ways Google CRM can help you win clients on LinkedIn consistently and without the chaos.

Know your LinkedIn network inside out

Ever scroll through your LinkedIn connections and think, Who are these people?

GoggleCRM takes away that confusion. You can quickly import your LinkedIn connections into a central database that’s easy to manage. From there, you can:

• Sort and filter your contacts by job title, industry, or custom tags.

• See who’s most relevant to your goals.

• Stop wasting time trying to remember who’s who.

With everything organised, you’ll have a clear view of your network and know exactly who to focus on.

Build relationships instead of pitching cold

One of the quickest ways to lose someone on LinkedIn is by pitching them as soon as you connect.

GoggleCRM helps you avoid this mistake by letting you create workflows that guide prospects through a journey. Instead of a one-off pitch, you can:

• Build trust with consistent, meaningful touchpoints.

• Share value over time, like a relevant article or thoughtful comment on their post.

• Create workflows tailored to your goals, whether that’s getting them on a call or nurturing a longer-term relationship.

This isn’t about tricking people; it’s about showing up, building credibility, and helping them see why working with you makes sense.

Stay on top of your follow-ups every day

One of the hardest parts of LinkedIn prospecting is staying consistent. You mean to follow up, but life gets in the way, and before you know it, the opportunity has slipped through your fingers.

Google CRM fixes this by giving you daily reminders. Every morning, you’ll get an email that tells you:

• Who to contact that day.

• What actions you need to take to move them forward.

• Where to focus your time.

No more second-guessing or spinning your wheels. GoggleCRM helps you stay consistent without the stress of trying to juggle everything in your head.

If LinkedIn feels overwhelming or like it’s not delivering results, don’t give up. You just need a better process.

Start by:

1. Organising your LinkedIn contacts in GoggleCRM.

2. Mapping out workflows that fit your selling style.

3. Using daily reminders to stay consistent and focused.

Your prospects are already on LinkedIn. GoggleCRM helps you engage with them in a way that feels natural - and turns connections into clients. It’s time to take control.

Ready to give it a try and start making client acquisition simpler? Sign up for a 14-day free trial of GoggleCRM.

For many, CRMs feel more like a chore than a solution. Why? Most CRMs are designed to tick boxes, not to help you do the work.

Here’s the truth about why most CRMs fail and what’s really at stake.

They take more time than they save

A CRM should be a time-saver. Instead, it often feels like another job. Updating leads, logging progress, and figuring out the next steps can take longer than the work itself. And don’t get me started on those systems that make you switch between tabs just to complete a simple task.

If you’ve ever found yourself staring at a CRM wondering why this feels harder than just writing it in a notebook, you’re not alone. CRMs are supposed to be invisible - working quietly in the background, not stealing your day.

What this costs you: Time. And not just any time - the valuable hours you should be spending on clients and closing deals.

They’re overloaded with features

Most CRMs try to do everything. Fancy dashboards. Dozens of customisation options. Tools you’ll never use. It’s like buying a car that comes with a spaceship control panel. Sounds impressive, but how much of it do you actually need?

The truth is, most people just want a clear way to manage leads, track what’s next, and follow up. But when you’re faced with too many options, it’s overwhelming. You stop using it. Leads go missing. Deals get delayed. The CRM becomes just another subscription you regret paying for.

What this costs you: Simplicity. And when things aren’t simple, they don’t get done.

They’re built for reporting, not action

Here’s the kicker - most CRMs aren’t built for the people doing the work. They’re built for managers who want to track it. They prioritise reporting over action, data over progress. That’s why using one can feel like running in circles - you’re inputting data to tick boxes, not to move leads forward.

If you’ve ever thought, “I’d be faster just doing this myself,” it’s because the CRM isn’t doing its job.

What this costs you: Results. When a system slows you down, it’s not a system - it’s a barrier.

A bad CRM doesn’t just waste your time - it risks your reputation. Leads fall through the cracks. Follow-ups are forgotten. Clients feel ignored. And all because the tool you’re using isn’t built for the way you actually work.

Here’s the truth - you don’t need fancy features or a long onboarding process. You need a tool that’s simple, fast, and works the way you do.

The best CRMs don’t make noise - they just work. If your current system feels more like a roadblock than a tool, it’s time to ask if it’s really serving you. After all, the point isn’t to manage leads - it’s to turn them into clients.

At GoggleCRM - we’re different, we’ve created a simple system to help you convert leads into clients - no complicated processes, import leads, add them to a workflow and GoggleCRM will nudge you to engage your prospects.

Get your 14-day free trial here

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