Plan B Business
Strategy· 1h·5 lessons

CRM for Service Businesses

Set up and run a CRM that actually gets used

Set up and run a CRM that actually gets used. Real templates, weekly outputs, no theory-only filler. Based on the operating playbooks of the Plan B Business team, built over a decade of hands-on consulting with service businesses, 2015-2026.

Instructor: Eitan Eshtemaker + Ligal Frish

The problem this course solves

Most owners try to fix crm for smb alone, in fits and starts. This course gives you the system, the templates, and the weekly cadence so it becomes a permanent part of how you run.

For founders who...

  • Service business founders revenue $165K-$3.3M
  • Operators who want a system, not motivation
  • Anyone who tried this topic and it stuck for 2 weeks then collapsed

What you'll learn

  • →How to Why CRM and why now - when it's too early and when it's too late
  • →How to Choosing a CRM - 3 tools for a small business (no Salesforce)
  • →How to Defining funnel stages - only 5 stages
  • →How to The 30-minute daily routine - what you do every morning
  • →How to Weekly reports that surface hidden money

Includes

  • All lesson articles (HTML)
  • Templates referenced in each lesson
  • Weekly outputs for the first 30 days
  • Access to founder Q&A inside the academy
  • Updates as the system evolves

Curriculum (5 lessons)

  1. 01

    Why CRM and why now - when it's too early and when it's too lateFree preview

    15 min
  2. 02

    Choosing a CRM - 3 tools for a small business (no Salesforce)

    15 min
  3. 03

    Defining funnel stages - only 5 stages

    15 min
  4. 04

    The 30-minute daily routine - what you do every morning

    15 min
  5. 05

    Weekly reports that surface hidden money

    15 min

Start with lesson 1, free

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Start Lesson 1