The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
…
continue reading
Content provided by Joe Casabona, Joe Casabona — Automation, and Podcast Coach. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Casabona, Joe Casabona — Automation, and Podcast Coach or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Similar to Streamlined Solopreneur: Systems & Automation to Help Solopreneurs Reduce Friction
BBC Radio 5 live’s award winning gaming podcast, discussing the world of video games and games culture.
…
continue reading
Android Backstage, a podcast by and for Android developers. Hosted by developers from the Android engineering team, this show covers topics of interest to Android programmers, with in-depth discussions and interviews with engineers on the Android team at Google. Subscribe to Android Developers YouTube → https://goo.gle/AndroidDevs
…
continue reading
Africa-focused technology, digital and innovation ecosystem insight and commentary.
…
continue reading
Show notes are at https://stevelitchfield.com/sshow/chat.html
…
continue reading
1
Every Day Is Saturday Podcast For Motivation, Inspiration And Success
Self Improvement Coach Sam Crowley
1k
900
One of the top motivational podcasts for 18 years and running. Motivational messages to keep you inspired throughout the week. Success comes in all shapes and sizes. Sam Crowley’s authentic message will provide the inspiration you need to conquer the challenges and claim your power.
…
continue reading
Where startup founders raise millions and listeners can invest. Host Josh Muccio takes listeners behind closed-doors and into the room where deals are made. Part of the Vox Media Podcast Network.
…
continue reading
Download This Show is your weekly guide to the world of media, culture, and technology. From social media to gadgets, streaming services to privacy issues. Each week Rae Johnston and guests take a fun, deep dive into how technology is reshaping our lives.
…
continue reading
This is the audio podcast version of Troy Hunt's weekly update video published here: https://www.troyhunt.com/tag/weekly-update/
…
continue reading
Redefining AI is the 2024 New York Digital Award winning tech podcast! Discover a whole new take on Artificial Intelligence in joining host Lauren Hawker Zafer, a top voice in Artificial Intelligence on LinkedIn, for insightful chats that unravel the fascinating world of tech innovation, use case exploration and AI knowledge. Dive into candid discussions with accomplished industry experts and established academics. With each episode, you'll expand your grasp of cutting-edge technologies and ...
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
))
How I Built My Own CRM Using Notion and Automation
Manage episode 469344605 series 1862512
Content provided by Joe Casabona, Joe Casabona — Automation, and Podcast Coach. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Casabona, Joe Casabona — Automation, and Podcast Coach or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
I hate CRMs. I know I need one—I’m doing more coaching, getting more inbound leads, and ranking in the top three organic search results for podcast coaches on Google.
But no matter how many times I’ve tried HubSpot, Zoho, or whatever the flavor of the week is, they’ve never fit into my workflow.
So I did a totally normal, not weird thing: I built my own CRM.
In this episode, I walk through the simple system I set up using Notion, Todoist, Make.com, and my website. I’ll share why I built it this way, how it automates lead tracking and follow-ups, and why reducing friction is the key to sticking with any system.
Plus, I’ll show you how you can apply this same approach to streamline your own processes—without forcing yourself into tools that don’t work for you.
For all of the links mentioned in this episode, go to https://streamlined.fm/464
Top Takeaways
- The best CRM (or any tool) is the one you’ll actually use—start simple and build on tools you already know.
- If you struggle with sticking to a system, it’s likely because it doesn’t fit your natural workflow. Adapt the system, not yourself.
- Don’t limit yourself because of past experience. There is lots of flexibility in the apps we use today, and you can take advantage of that.
Show Notes
- Screenshots I posted on LinkedIn
- Automations Database
- Notion
- Todoist
- Make.com
- Gravity Forms
- Want to see the automations I use? Get access to my 40+ Automations Database at streamlined.fm/automation.
- Send feedback to https://streamlinedfeedback.com
- Feeling stuck? Check out my unstuck sessions at https://casabona.org/unstuck
479 episodes
How I Built My Own CRM Using Notion and Automation
Streamlined Solopreneur: Systems & Automation to Help Solopreneurs Reduce Friction
Share
Manage episode 469344605 series 1862512
Content provided by Joe Casabona, Joe Casabona — Automation, and Podcast Coach. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Casabona, Joe Casabona — Automation, and Podcast Coach or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
I hate CRMs. I know I need one—I’m doing more coaching, getting more inbound leads, and ranking in the top three organic search results for podcast coaches on Google.
But no matter how many times I’ve tried HubSpot, Zoho, or whatever the flavor of the week is, they’ve never fit into my workflow.
So I did a totally normal, not weird thing: I built my own CRM.
In this episode, I walk through the simple system I set up using Notion, Todoist, Make.com, and my website. I’ll share why I built it this way, how it automates lead tracking and follow-ups, and why reducing friction is the key to sticking with any system.
Plus, I’ll show you how you can apply this same approach to streamline your own processes—without forcing yourself into tools that don’t work for you.
For all of the links mentioned in this episode, go to https://streamlined.fm/464
Top Takeaways
- The best CRM (or any tool) is the one you’ll actually use—start simple and build on tools you already know.
- If you struggle with sticking to a system, it’s likely because it doesn’t fit your natural workflow. Adapt the system, not yourself.
- Don’t limit yourself because of past experience. There is lots of flexibility in the apps we use today, and you can take advantage of that.
Show Notes
- Screenshots I posted on LinkedIn
- Automations Database
- Notion
- Todoist
- Make.com
- Gravity Forms
- Want to see the automations I use? Get access to my 40+ Automations Database at streamlined.fm/automation.
- Send feedback to https://streamlinedfeedback.com
- Feeling stuck? Check out my unstuck sessions at https://casabona.org/unstuck
479 episodes
All episodes
×
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.
Similar to Streamlined Solopreneur: Systems & Automation to Help Solopreneurs Reduce Friction
The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
…
continue reading
BBC Radio 5 live’s award winning gaming podcast, discussing the world of video games and games culture.
…
continue reading
Android Backstage, a podcast by and for Android developers. Hosted by developers from the Android engineering team, this show covers topics of interest to Android programmers, with in-depth discussions and interviews with engineers on the Android team at Google. Subscribe to Android Developers YouTube → https://goo.gle/AndroidDevs
…
continue reading
Africa-focused technology, digital and innovation ecosystem insight and commentary.
…
continue reading
Show notes are at https://stevelitchfield.com/sshow/chat.html
…
continue reading
1
Every Day Is Saturday Podcast For Motivation, Inspiration And Success
Self Improvement Coach Sam Crowley
1k900
One of the top motivational podcasts for 18 years and running. Motivational messages to keep you inspired throughout the week. Success comes in all shapes and sizes. Sam Crowley’s authentic message will provide the inspiration you need to conquer the challenges and claim your power.
…
continue reading
Where startup founders raise millions and listeners can invest. Host Josh Muccio takes listeners behind closed-doors and into the room where deals are made. Part of the Vox Media Podcast Network.
…
continue reading
Download This Show is your weekly guide to the world of media, culture, and technology. From social media to gadgets, streaming services to privacy issues. Each week Rae Johnston and guests take a fun, deep dive into how technology is reshaping our lives.
…
continue reading
This is the audio podcast version of Troy Hunt's weekly update video published here: https://www.troyhunt.com/tag/weekly-update/
…
continue reading
Redefining AI is the 2024 New York Digital Award winning tech podcast! Discover a whole new take on Artificial Intelligence in joining host Lauren Hawker Zafer, a top voice in Artificial Intelligence on LinkedIn, for insightful chats that unravel the fascinating world of tech innovation, use case exploration and AI knowledge. Dive into candid discussions with accomplished industry experts and established academics. With each episode, you'll expand your grasp of cutting-edge technologies and ...
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
