CRM Blueprint

50-K Blueprint (done for peanuts) & July Launch Pads 🚀

Once a week I drop one hard-hitting email.
Read time: 3 min. Screenshots optional, ROI mandatory.

✅ 1. Salesforce Workshop — London, 6 h, 12 countries

  • Why User Stories still beat thousand-slide decks.

  • Acceptance Criteria = zero misunderstandings → faster releases.

  • Live example: turning an SMS reminder into a WhatsApp flow inside Marketing Cloud.

  • Key tweak: message fires 3 days pre-appointment; user clicks Confirm or just replies.

  • Catch: every reply is auto-routed to Service Cloud → no tickets lost.
    Result: each country left with 2–3 production-ready stories; no endless sync meetings.

what a show!

Want to see the deck and the explanation of the video? See the end of the email

🌎 2. World Tour Reality Check — Agents vs. Real Bottlenecks

Great demos, shiny “agents”, hungry execs.

People fall in love with these things.
But, in the meantime,

  • 1 client burns €10 k/month on bulk SMS because no process, dirty data.

  • Another runs just 3 automations, but clean ops → €60 k/month revenue lift.

  • I created a tiny WhatsApp Agent myself (see video) — works, but only after the plumbing is right.

    Takeaway: Agents don’t fix chaos. Processes + data hygiene do.

🗺️ 3. CRM + Marketing Cloud Blueprint — DIY vs. €50 k

Big SIs quote €50 k+ for an MVP.
I wired MC to Shopify (abandoned cart + upsell) for €1 .5 k.


Why so cheap? Because scope, not ego.

“You can do anything, Giorgio — just pick what you enjoy.” — Mattia, ex-SF boss

Coming in July

  • CRM Strategy Master — beginner → advanced.

  • Cert Sprint — Admin CRM + MC Admin + Email Spec.

  • 3-Month Cohort (5 spots) — Lead Gen ⚡ Sales Ops.

  • Live @ WMF — Rimini, 12 June. Coffee’s on me.

  • Webinars & podcast drops — dates soon.

📜 4. User Stories in 60 sec

  • Formula: As a <role> I want <action> so that <value>.

  • AC rule: Given / When / Then — if it’s not there, it’s not done.

  • Example under 140 chars:

  • Magic: cuts dev time, kills re-work, makes you look like a wizard.

💥 Bonus — 5 Questions Your CRM Partner Must Ask

Most CRM consultants are asking the wrong questions.

They focus on which software you’re using.
They obsess over pipelines and dashboards.
But they forget the one thing that actually matters:

👉 Your business.

  1. Exact growth target in 6 months?

  2. End-to-end customer experience you want?

  3. Which decisions need better data?

  4. Who uses the CRM daily & what motivates them?

  5. What really happens the moment a lead lands?
    If they skip these, they’re playing with toys, not scaling your business.

Do you calculate ROI of your CRM?

🎯 Quick Actions

  • Hit reply with the code word that fits:

    • London” — slide deck & templates.

    • Agents” — my WhatsApp bot video.

    • Blueprint” — cost breakdown & checklist.

    • July Launch” — early-bird seats & pricing.
      First come, first served — my inbox is the funnel.

See you in your replies (or in Rimini),
Giorgio
CRM Strategist | Digital Marketing Nerd | Lover of short emails

P.S. No value? One-click unsubscribe and we part friends.

🚀 How I Can Help You

I don’t sell software.
I help you regain control, clarity, and growth.

How?

  • I start from how you want to work—not how the tool works.

  • I design CRM setups that your team will actually love using.

  • I build systems that generate actionable data and drive revenue.

  • I make sure you're not calling your consultant every time something breaks.

The goal?
To help you work better—with peace of mind and real results.

📩 If you’re curious to explore this, just reply with “Let’s talk”.
I’ll share a few real-life examples and we’ll see if I can help.

All the best,
Giorgio