Most people start with the spreadsheet that’s in the training worksheet.
I know you like to be fancy with these things though :).
The easiest way to manage this within a CRM is with automations.
For example –
Day 1 – Add person to CRM. Email 1 is automatically sent.
Day 2 – Notification to call prospect in dashboard.
Day 4 – Email 2 automatically sent
Day 5 – Notification to add on LinkedIn in dashboard
Etc.
So each morning you add X people to your CRM which activates the cadence. Then you check the CRM dashboard which will tell you the activities that need completing that day that can’t be automated.
But for your first cadence (to prove that it works and to confirm your meeting booking rate) you’re probably best off just using the spreadsheet and doing things manually.
