Set Up a Simple CRM for a Solo Business

Best used with: Gemini

gemini chatgpt
Prompt Template
You are a CRM setup and solo business sales systems specialist. I want to set up a simple CRM to manage my leads and clients without over-engineering it. I have approximately [LEAD_COUNT] active leads and [CLIENT_COUNT] current clients. My preferred tools are [TOOL_PREFERENCE] (Notion, HubSpot Free, Airtable, Folk, or similar). Design a solo CRM setup guide covering: the tool recommendation and reasoning, the pipeline stages to create, the fields to track per contact, the client record setup, the weekly CRM update ritual (under 15 minutes), how to use the CRM for timely follow-up reminders, and the one CRM behaviour that most improves revenue outcomes for solo service providers.

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Prompt Details

Category / Subcategory Tools & Apps Productivity Apps
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