As a content creator, you want to spend the majority of your time making great social media content for your clients, not worrying about organization and the finer details of your business. A CRM can help you stay organized, keep track of leads and clients, and streamline your workflow so that you can focus on what you do best. To get off to the best possible start with your new CRM, you’ll want to customize it to suit your needs. There are many CRM features that there’s no need to customize, but to make the most of your CRM, some features will require a bit more set up. To speed up your CRM set up process, read on for customization ideas that will help you get the best value out of your CRM as a content creator. Three critical features that you’ll want to customize in your CRM are groups, pipelines, and custom fields. Take a look below for some inspiration for how you can customize these three features as a content creator and make your CRM work for you.
As a content creator, it will be especially important to collect information on your client's specific preferences for their social media content.
•🎤Target Audience (text area with details about this client's target audience)
•📅Project Launch Date (date field listing the date the project will launch)
•📲Preferred Content Platform (checkbox field specifying which platforms you'll be using for this project)
•📝Content Requirements (text area detailing what each client wants to be featured on their social media)
Pipelines are composed of statuses—each status is step in the process you are tracking. Pipelines consist of both active and closed status. An active status is something that requires follow up or additional work. A closed status tracks the end points of a process.
As a content creator, you can use a pipeline to track your entire process. From the first time someone reaches out to you about your services to when they are admiring the new videos and images you created for their social media—store all of that information in your pipeline. Take a look at an example pipeline for content creators below.
As a content creator, you can use groups to categorize the different types of clients you work with. Take a look at a couple example groups that are perfect for content creators below.
•🛍️Brands
•📱Influencers
•💼Agencies
Once you’ve created custom fields, pipelines, and groups in your new CRM, you are ready to get started! Dive right in and start making the most of your new CRM.
Less Annoying CRM is a contact management tool designed for small businesses, run by a small business.
At $15/user/month with a 30-day free trial, LACRM has all the features that you need to manage your customers, new prospects, and everyone in between.
