This Changes Everything About Learning Business Skills

🔗 Join Indie Ops Network™ to grab the template: https://processdriven.co/ion?utm_source=yt&utm_medium=organic&utm_campaign=mg-e403&utm_content=20250116-how-to-network-effectively | One aspect of networking or mastering any work skill is developing a habit. The other vital component is consistency. If you need help keeping in touch with your peers, you've come to the right place! In this tutorial, Layla will show you how to build a CRM database in SmartSuite, so you can learn how to network effectively.   📖 Prefer to read along? Read the blog here: https://processdriven.co/workflows/b-workflows/how-to-network-effectively/?utm_source=yt&utm_medium=organic&utm_campaign=mg-e403&utm_content=20250116-how-to-network-effectively Videos & resources mentioned in this episode: 🔗 Check out the ClickUp vs. SmartSuite video: https://www.youtube.com/watch?v=2r5OKUbKDWs 🔗 Try out SmartSuite: https://processdriven.co/smartsuite?utm_source=yt&utm_medium=organic&utm_campaign=mg-e403&utm_content=20250116-how-to-network-effectively 🔗 Try out ClickUp: https://processdriven.co/clickup?utm_source=yt&utm_medium=organic&utm_campaign=mg-e403&utm_content=20250116-how-to-network-effectively 🔗 What is a CRM in business? https://www.youtube.com/watch?v=KogLHFquDQE 🔗 Join ION to get the template: https://processdriven.co/ion?utm_source=yt&utm_medium=organic&utm_campaign=mg-e403&utm_content=20250116-how-to-network-effectively 🔗 Join me at Atomicon: https://processdriven.co/atomicon?utm_source=yt&utm_medium=organic&utm_campaign=mg-e403&utm_content=20250116-how-to-network-effectively Here's what this video covers: 00:00 I've built a powerful business process 00:30 How to determine where to build a CRM 02:18 How can I build a CRM? 03:49 How to build a CRM in SmartSuite 05:54 How do I get the CEO CRM? 07:35 How do you get the connection between interaction and person in the CRM? 08:23 Copy the formula field to see the days since you last interacted with someone 08:57 What does the interaction log look like? 09:49 Create a form to log an interaction 10:54 How do you keep your CRM updated? 14:05 How to check if the system is working 15:06 Putting it all together [ FREE RESOURCES ] 👉 Subscribe to get new content, freebies, and tips directly in your inbox: https://processdriven.co/email?utm_source=yt&utm_medium=organic&utm_campaign=mg-e403&utm_content=20250116-how-to-network-effectively 👉 Get a FREE operations audit to measure how systemized your team is with a Systemization Snapshot™: https://processdriven.co/snapshot?utm_source=yt&utm_medium=organic&utm_campaign=mg-e403&utm_content=20250116-how-to-network-effectively 👉 Watch my FREE training here to understand #ProcessDriven framework for systemizing business: https://processdriven.co/blueprint?utm_source=yt&utm_medium=organic&utm_campaign=mg-e403&utm_content=20250116-how-to-network-effectively 👉 Want to steal our gear/setup/software stack? https://processdriven.co/gear?utm_source=yt&utm_medium=organic&utm_campaign=mg-e403&utm_content=20250116-how-to-network-effectively [ WORK WITH ME ] 🔥 Want to get your systems & processes in order? Join my signature program, ProcessDriven Foundations™ at: https://processdriven.co/services/membership?utm_source=yt&utm_medium=organic&utm_campaign=mg-e403&utm_content=20250116-how-to-network-effectively 🔥 Want to connect with other experienced Operators, COOs, and integrators? Apply for Indie Ops Network™at: https://processdriven.co/services/ion?utm_source=yt&utm_medium=organic&utm_campaign=mg-e403&utm_content=20250116-how-to-network-effectively 🔥 Learn SmartSuite basics with my beginner course: https://processdriven.co/services/smartsuite?utm_source=yt&utm_medium=organic&utm_campaign=mg-e403&utm_content=20250116-how-to-network-effectively 🔥 Learn ClickUp basics with my beginner course: https://processdriven.co/services/mini?utm_source=yt&utm_medium=organic&utm_campaign=mg-e403&utm_content=20250116-how-to-network-effectively 🔥 Interested in becoming a sponsor for the ProcessDriven YouTube channel? Reach out directly at: https://processdriven.co/sponsor?utm_source=yt&utm_medium=organic&utm_campaign=mg-e403&utm_content=20250116-how-to-network-effectively [ DISCLAIMERS ] Content we publish is sharing information based on our own experience and opinions. We're not your business coach, lawyer, or advisor in any way. We encourage you to do your own research and find a way to Enjoy the Process with your own style and due diligence! You may notice how our content often includes affiliate links or sponsored content. ProcessDriven may receive compensation for this type of content, which supports the work we do at no cost to you. For details, visit https://processdriven.co/terms?utm_source=yt&utm_medium=organic&utm_campaign=mg-e403&utm_content=20250116-how-to-network-effectively #crm #customerrelationshipmanagement #processdriven