Take the control of your life + 2 free gifts

📅 22 Feb 2025

🔥 Read till the end - SPOILER ALERT - 2 gifts at the end of the newsletter.

“You can't run a 6-figure business.
You're based in Ancona, people won't pay you so much.

Stay focused in what you do for a living…
..you need dedication to achieve decent results….” 😁 

How wrong they were

I remember very well those mentors, people who told me how to live my life, without even knowing me.

What I wrote on Linkedin is absolutely true: 4 years ago I really felt uncomfortable in charging 40€ / hour.

Now, in 2025, I have a method to take care:

• of my life

• of my career

• of my passions

• of my communication

Many of my readers are employees and managers that seek happiness balancing work and personal life.
I won’t teach you how to do that, as I believe it’s a very personal goal and there’s not 1 size-fits-all recipe. I can just share how I made it in 3 simple steps:

1. Identify your goals (which was the hardest part for me).

↳ What do you want?

↳ A job? More money? Lead gen?

That answer guides your next steps.

2. Study.

↳ Name your 5 favourite big creators.

↳ Study what they do and aim to do it better.

↳ Study your subject, become the best!

3. Bias for action.

↳ Know your topics and formats...

↳ And simply start posting. No excuses.

↳ Be consistent. Show-up every day!

My CRM journey

I recently spoke with a big, big client (90 Mln€ revenue Yearly).
They have the same issues of the smaller ones.

I spent 1 hour speaking with the US Sales Director and I ended up almost crying seeing how far they are from a decent Sales Process & CRM usage.

Long story short:

• marketing provides a lot of leads

• they have been forwarded via email to the proper sales rep

• no one tracks the pipeline and the sales process

• they build reports based on ERP, as nobody aligns the CRM

• they receive A LOT of complains by existing customers, and they haven’t a dashboard to monitor and handle them properly

• C-levels chose the CRM system, business wasn’t even involved

I would call it the “alibi game”, as:

1. marketing says they cannot control the process and be authoritative as they don’t feel supported by Leadership team

2. sales says they didn’t received proper training - and the platform sucks

I find this situation in 99% of the cases.
And my stakeholders ALWAYS ask about CRM capabilities, features, AI…

1️⃣ The Governance Problem

CRM Governance is number 1 problem in these cases.
That’s why I always want the C-levels (or entrepreneur) involved.

Why my method works:

• If the leadership team is not involved from the beginning, everyone will be frustrated, as there’s a usual a very poor understanding of the CRM capabilities and impacts

• The leadership team has to find an owner for the CRM. If they don’t appoint someone for CRM development, there will be a hole in governance.
  Change management & CRM adoption is hard to achieve.
  And if there’s not an appointed owner, this change won’t happen for sure.

2️⃣ The Tool is not important

Companies want the capabilities, but they never address the basics

• start by mapping the processes

• identify the current gaps in the process

• map the customer journey

• identify north star metrics

• design the flows and the execution.

Why?
If you don’t work like that, 99% you’ll ask CRM capabilities without a real understanding of the business / process implication.

and this drives to point number 3

3️⃣ Strategy before execution

Many companies invest a lot of time in execution, because their manager need to be smart, and provide great ideas.

But their approach is completely wrong: they don’t make a strategy first.
They focus on the execution of the tactics without building a business case, without expecting and planning concrete business results.

They love the features of a CRM (or a CDP - aka customer data platform) without really understanding the business implication, and their impact within the organisation.

As result. Nobody use the Tool as it’s TOO COMPLICATED.
And customers don’t perceive the real value of it.

Action Step for You:

• Reflect on your current environment.

• Conduct an internal audit

• Hire a consultant to support.

The higher the investment, the higher the commitment.

🎥 Video Gift > My strategy for BIG and SMALL companies

🤔 Invest your own money to really learn.
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🎁 FREE PASS for the CRM Strategy Forum > Bologna 12 06 2025

I am about to share the agenda of the amazing event I’m organizing with Elisabetta Bruno and E-commerce School.

If you want to get free access to the event, and be hosted by me, please reply to this email, writing “CRM Strategy”

🏆 Final Takeaways

Success isn’t about shortcuts or hype.
It’s about having the right systems, accountability, and the right people by your side.

If your CRM is not working or your business is stuck, it’s not the tool.
It’s the strategy and governance that need fixing.

Ready to level up and get real results?
Let’s talk. I’m here to help you fix the foundations and grow your business.