Beyond keeping basic client records, it’s important to track and assess business leads. About a year ago, I researched several ways to accomplish this. I discovered the incredibly useful online app, Capsule.
Shortly after entering the business world, I learned the importance of detailed customer records. I worked at a financial advisory firm for about a year. Every day my co-workers and I depended on the CRM (Customer Relationship Management) software known as ACT. We recorded every single meeting, phone call, and email through this program. We Read more
Whether you call yourself a freelancer, contractor, or entrepreneur, you’ll likely find some useful information in the recent book, The Wealthy Freelancer. Authors Steve Slaunwhite, Ed Gandia, and Pete Savage detail abundant strategies for improving the profitability of a solo business. When embarking on the freelance career, many revel in the freedom and flexibility offered Read more