30 Minute Spring Cleaning

Maybe you don’t need a new lead source, first let's see how you handle the people you already have.

Spring cleaning is not just for your rugs and junk drawers; your CRM also needs to be periodically cleaned and organized too. And most CRMs are cluttered with noise.

Old names. No context. No next step. No real intention. That’s not a relationship system; that’s more like a digital junk drawer.

So how about we spend time to reset, for the next week, spend 30 minutes a day going through your CRM.

Every contact must have three vital things and if they don’t, you fix it. If you can’t fix it, you question why they’re there and hit that delete button.

The 3 Vital CRM Standards

1. Context

How do you know this person? Not just “met at networking.” Be specific and determine if they are someone you can add value to.

What do they do? How did you connect? What matters to them? If you can’t remember why they are in your database, that’s a red flag.

Add at least 2 to 3 bullet notes so future you doesn’t have to guess, I also add how I introduce them when I connect them with others so it becomes an easy copy, paste, and tweak.

2. Value Path

How can you help them?

Referral? Resource? Invitation? Introduction? If there is no clear path where you can add value, then this is not an active relationship....boom, delete.

Your CRM should be full of people you intend to serve, not names you once collected like a museum display.

3. A Next Action Date

Every active contact needs a future touchpoint, a real date on the calendar.

Follow up is not a personality trait. It’s a scheduled decision and no date means no movement. This is the moment we can learn that more leads is not always the answer, but caring for the people already in your list is the best ROI on your business growth.

The 30 Minute System

Set a timer for 30 minutes. Start where you left off yesterday, make a note of the last name you reviewed so you can pick up tomorrow.

No overthinking. No perfectionism, just apply the three standards: Context, Value path, and Next action date.

If a contact doesn’t meet the standard and you don’t see a reason to invest further…The delete button is your friend. A smaller, intentional database is more powerful than a bloated one you avoid opening.

To have a quick chat about how your marketing plan is working, here is my calendar: https://calendly.com/livelocalteam/15-minute-marketing-analysis