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ARE YOUR BUSINESS PRACTICES 
a hot mess? 
What’s your 
next move? 
Jot down their contact 
info on a bar napkin... 
It’s happy hour! 
Where is that 
contact info now? 
In my Excel sheet or 
email address book 
I updated the next day. 
Can’t Siri 
automatically 
remind me? 
How do you prepare 
for the initial call? 
Grab my cell and enter 
the info into Evernote. 
How will you remember 
to touch base? 
Check my network 
and work those 
connections. 
Sit back, relax, 
and just wing it! 
Oops! I should have 
done my research. 
Pick up the phone and grab 
coffee with the connection to 
secure him as a reference. 
At the meeting the lead brings 
up your mutual connection. 
They talked and he 
loves the product! 
FTW! 
You close the deal. 
You receive a prospect. 
What’s your 
first reaction? 
What’s 
a prospect? 
HellsYa! 
Turns out you have 
a mutual connection. 
How do you leverage it? 
You walk into the meeting and 
it’s an old alumni contact. 
How’d you miss that? 
Set a calendar or 
task reminder. 
Sit and wonder 
how they met. 
You’re at the meeting 
and the lead brings 
up your connection. 
Why didn’t you talk 
to him before? 
Uh oh… I don’t 
think that napkin 
made it home 
from the bar. 
HOT MESS dust yourself off Clean & mean 
You're screwed. 
It’s time to get back to basics 
and learn the fundamentals of 
managing your customers. 
It’s time to get serious about 
managing your contacts, especially 
while you’re not in the office, before 
those bar napkins accidently make 
their way into the laundry. 
You rock! 
You’ve got this whole business 
thing down pat. 
We’re toasting to you! 
insightly.com

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Small Businesses: Are Your Business Practices a Hot Mess?

  • 1. ARE YOUR BUSINESS PRACTICES a hot mess? What’s your next move? Jot down their contact info on a bar napkin... It’s happy hour! Where is that contact info now? In my Excel sheet or email address book I updated the next day. Can’t Siri automatically remind me? How do you prepare for the initial call? Grab my cell and enter the info into Evernote. How will you remember to touch base? Check my network and work those connections. Sit back, relax, and just wing it! Oops! I should have done my research. Pick up the phone and grab coffee with the connection to secure him as a reference. At the meeting the lead brings up your mutual connection. They talked and he loves the product! FTW! You close the deal. You receive a prospect. What’s your first reaction? What’s a prospect? HellsYa! Turns out you have a mutual connection. How do you leverage it? You walk into the meeting and it’s an old alumni contact. How’d you miss that? Set a calendar or task reminder. Sit and wonder how they met. You’re at the meeting and the lead brings up your connection. Why didn’t you talk to him before? Uh oh… I don’t think that napkin made it home from the bar. HOT MESS dust yourself off Clean & mean You're screwed. It’s time to get back to basics and learn the fundamentals of managing your customers. It’s time to get serious about managing your contacts, especially while you’re not in the office, before those bar napkins accidently make their way into the laundry. You rock! You’ve got this whole business thing down pat. We’re toasting to you! insightly.com