CRM for Entrepreneurs: From Leads to Loyal Customers

Agenda & Content Breakdown (2 Hours)

1. Welcome & Context Setting (10 minutes)

Key Points:

 - Why most businesses fail to scale after initial growth

 - Common pain points entrepreneurs face:

 - Leads lost in WhatsApp, Excel, emails

 - No visibility on sales pipeline

 - Poor follow-ups → lost revenue

     - Customers not returning

     - CRM is not software, it’s a business system

Takeaway:

“If you don’t track customers, you don’t control revenue.”

2. What Exactly is a CRM? (15 minutes)

Explain in Simple Terms:

 - CRM = Central Brain of Your Business

 - What CRM manages:

     - Leads

     - Customers

     - Sales pipeline

     - Follow-ups

     - Support tickets

     - Marketing campaigns

Types of CRM:

     - Operational CRM – Sales, Marketing, Support

     - Analytical CRM – Reports, insights, forecasting

     - Collaborative CRM – Teams, communication, integrations

Examples:

     - Before CRM: “Who spoke to this customer last?”

     - After CRM: One-click customer history

3. Why Entrepreneurs MUST Use CRM (Business Impact) (20 minutes)

Problems Without CRM:

     - 30–40% leads never followed up

     - No accountability in sales team

     - Founder stuck in micromanagement

     - No repeat business strategy

Benefits With CRM:

     - Increase lead conversion by 20–30%

     - Faster sales cycles

     - Better customer retention

     - Data-driven decisions

     - Business runs without founder dependency

Real-Life Use Cases:

     - Startup

     - Service business

     - Manufacturing / B2B

     - EdTech / Training company

4. CRM Workflow – From Lead to Revenue (20 minutes)

Step-by-Step Journey:

     - Lead Capture

     - Website, Facebook, WhatsApp, Walk-ins

     - Lead Qualification

     - Hot / Warm / Cold

     - Sales Pipeline

     - New → Contacted → Demo → Proposal → Closed

     - Follow-ups & Reminders

     - Deal Closure

     - Post-Sales & Support

     - Upsell & Cross-sell

Visual Explanation:

     - Sales funnel

     - Pipeline stages

     - Automation triggers

5. Live Demo / Practical Walkthrough (30 minutes)

(Tool-agnostic or you can choose Zoho / HubSpot / Freshsales / Salesforce)

Demo Should Cover:

     - Creating a lead

     - Assigning to sales executive

     - Updating lead stage

     - Scheduling follow-up

     - Viewing pipeline

     - Generating sales report

     - Customer history view

Highlight:

     - Mobile app usage for field sales

     - Email & WhatsApp integration

     - Automation rules