Скачать или смотреть The 50% Rule: When to Switch Your CRM Email Settings

📊 Your role changed. Your CRM settings should too!

The Role-Evolution Rule:
Heavy Sales Role (80% sales emails):
✅ Set to auto-capture ALL emails
✅ Default: Everything goes in CRM
✅ Zero manual decisions needed

CEO Role (Under 50% sales emails):
✅ Switch to manual selection
✅ Choose which emails to capture
✅ Keep CRM focused & clean

You're not locked in! Adapt as you evolve.
Smart Custom Logic:

Always Auto-Capture:
• Specific client emails
• Key partner communications
• Important vendor contacts

Always Exclude:
• Your lawyer
• Personal contacts
• HR emails

Step 3: Use Your X-Ray Vision
With consolidated data:
✅ Change deal statuses
✅ Set reminders
✅ Track email opens & responses
✅ Complete interaction history
It's like x-ray vision into client interactions!

The Power:
• Saves time
• Clears communication clutter
• Empowers top-notch client experiences
• 24/7 virtual assistant that never sleeps

Adapt your CRM settings! Get our AI Meeting Notes Implementation System: https://store.fieryfx.com/ai-notes/

00:00 The 80% Sales Role: Auto-Capture
00:20 The 50% CEO Role: Manual Selection
00:40 Custom Logic & Exclusions
01:00 X-Ray Vision with Consolidated Data

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ABOUT THIS SEASON...
This season of Elevated takes the guess work out of trying to figure out what software you need in your Kitchen & Bath design business. Each episode will walk through specific steps of the How to Confidently Choose the Right Software worksheet so you can avoid shiny-but-unnecessary features and find tools that truly elevate your business operations.

Throughout the season, we'll break down everything from identifying true needs (because sometimes the real problem isn't what you think it is!) to uncovering those sneaky hidden costs that nobody talks about. Be sure to subscribe so you don't miss a bite-sized 5-minute episode.

AI Meeting Notes: Save 1 hour of follow-up for every meeting hour & build massive client trust through documented accuracy.

🔥 Setup your meeting note-taker bot: https://store.fieryfx.com/ai-notes/

FieryFX helps Kitchen & Bath businesses transform chaotic operations into streamlined systems.

No more drowning in administrative tasks - just practical solutions that work.

What you'll get with our AI Meeting Notes System:
✅ 90-minute setup process
✅ 3-week habit formation guide
✅ Eliminate manual note-taking forever
✅ Faster project delivery
✅ Happier clients with documented proof of every detail
Perfect for Kitchen & Bath business owners and their teams who want to focus on design, not paperwork.

📧 Join hundreds of other K&B pros on our list: https://fieryfx.com/signup

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• Should You Upgrade or Ditch Your Software (The Framework That Actually Works):    • Should You Upgrade or Ditch Your Software ...  

CONNECT WITH US:
🎤 Book CEO Brandy Lawson to speak: https://brandylawson.com
📖 Higher Help book: http://higherhelpbook.com/
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