Let’s be honest: CRMs can feel like the frenemy of the small business world. Necessary? Absolutely. Enjoyable? Ehh… not always. In this episode of Sippin’ Matcha, Scott and Brooke tackle one of the most common (and most frustrating) questions we hear: “How do I actually use my CRM without wanting to throw my laptop across the room?” Brooke shares her own “it’s complicated” journey with CRMs—plus the simple strategy she uses with clients to take the chaos out of follow-up and get their sales pipeline back in shape. No fluff. No jargon. Just real talk, a 3-bucket system, and a whole lotta empathy for the spreadsheet-fatigued among us.

• Why the best CRM is the one you’ll actually use (even if it’s just a spreadsheet)
• The mindset shift that changed Brooke’s relationship with her CRM forever
• A simple 3-bucket follow-up system you can use today—no software upgrade required
• What to do when a lead doesn’t buy right away (and how not to lose them)
• How to avoid the dreaded “feast or famine” sales cycle by tracking what matters

👉 Sales Conversation Assessment – A free gut check to spot the gaps in your sales process

👉 Your Daily 5 Sales Activities – A practical rhythm to stay consistent without burnout

👉 Brooke’s LinkedIn – Follow for more bite-sized brilliance on making sales feel human

Got a question for the show? Want to submit your own sales conundrum (real name or fabulous pseudonym welcome)?

Drop it here: 👉 buildingmomentum.info/matcha

Let’s fix your follow-up. Let’s stop hating your CRM. And hey—let’s make a few more sales while we’re at it. 💚