E93 | The Client Spreadsheet Has to Go (Move to a CRM in One Afternoon)

That tab you never fully closed, the sticky notes, the 11 p.m. "oh no, I forgot to follow up" moment. Natasha calls it what it is: not a system, a liability waiting to break. She walks through the exact 6-step build to move every client out of a spreadsheet and into a real CRM, done in one afternoon. No 12-stage pipelines, no rebuilding your whole business first. Just the four fields every client record actually needs, and two automations that eliminate the two biggest manual pain points in client management for good. #DigitalShiftPodcast #SelfMadeHub