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Connection Readiness Worksheet

How could CRM help you grow your business?

Share your thoughts on how a Collaborator Relationship Maximization strategy help you grow

What current obstacles are you facing with your CRM?

Describe what's not working today.

How could having a streamlined CRM accelerate your growth in the next 30 days?

Describe what will be different a month from now if this works (for example: “no leads slipping through the cracks,” “clear pipeline for the next 90 days,” “daily list of who to follow up with”).