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👀Sneak peek at today's newsletter:

Spring is here, and so is our latest newsletter. Inside, we've got tips for taking CRM notes that future you will actually thank you for, a checklist for giving your CRM a spring refresh, and the big reveal of where that frog emoji was hiding.

🔮Notes Your Future Self Will Thank You For

A Screenshot of the CRM with a note in background info, a follow up task, and a highlighted note in the history

Taking good notes are key to customer relationships

Taking good notes is a critical part of staying on top of your client relationships. But what makes a good note? Here are a few tips to get you started, and you can read the full article for more.

📋Use the background info field: Ever wonder what that default field in LACRM called "background info" is for? It's the perfect place for any information you always want to remember about a client. For example, jot down a note like "Prefers texts over calls, never reads email" so you don't forget how a client likes to communicate.

🖍️Highlight, underline, or bold important content: When you're leaving a note about a call, it's natural to summarize the conversation for later. But there are usually one or two sentences that are especially important for you (or your colleagues) to notice. For those, highlight, bold, or underline. It takes five seconds in the moment and will catch your eye the next time you're looking through your notes.

💬Remember your audience: The best writing is written with a specific reader in mind, and that includes your CRM notes. Don't forget who your notes are for. Future you? A colleague? A manager? Write in a way that helps whoever's reading. Even when future you is the audience, asking "what will I actually need to know?" is a useful clarifying exercise. It helps you focus on what matters and leave out what doesn't.

Read more note-taking tips on the forum!

Got a note-taking tip of your own? Tell us on the forum.

🧼Give Your CRM a Spring Refresh

A graphic of a hand with a sponge washing a page on the CRM

Spend some time this spring cleaning out your CRM!

Now that spring is in full bloom, it's a great time to open the windows, let in some fresh air, and clean up your home. Cleaning up your CRM might not come with the same flowers and sunshine, but it does make running your business a whole lot easier. Here are a few ways to give your CRM a refresh this spring.