Introducing Captain Time: Business Networking & Productivity Coach

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My name is Garland Coulson, and I’m popping in to say hello and introduce myself! I work as a time-management and business-networking coach, speaker, and author, and I’m thrilled to be part of this community.

I truly believe that business is all about relationships, and that’s why I’m so happy to connect with and help everyone here. Whether it’s taming that overflowing inbox or turning an awkward networking event into a source of lifelong partners, I love seeing people thrive!

I’m a big fan of Less Annoying CRM and recommend it often to my clients! It’s perfectly named because it genuinely helps cut the clutter and lets you focus on the people who matter most. When you’re trying to manage your time and your network, simplicity is gold.

I recently put together a review on why it fits so well into a productivity-focused business:

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Hi Garland! Thank you for sharing, and welcome to the LACRM forum! :slight_smile:

We have lots of business and life coaches who use LACRM, especially because personal relationships are the heart of this industry.

I noticed in your pipeline that have a designated “Action” status for prospects that you have met one-on-one with:

  1. Do you have any tips on how you keep track of these meeting notes, and
  2. Any recommendations on how to maintain a good follow-up cadence with them so that no one falls through the cracks?

P.S. I’ve also tagged your post with the “business coach” tag so other business coaches can find you!

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Here is my coaching pipeline Eunice:

  • Audience - a lead I haven’t met yet
  • Acquaintance - a contact I have met but not yet had an in-depth conversation with
  • Action - A lead that I have had a virtual coffee or discovery call with
  • Account - A client
  • Advocate - Someone who refers people to me
  • Ally - Strategic partners or collaborators

I made them all start with “A” on a whim, but it seems to be working well. I am developing a new pipeline for corporate training candidates.

For meeting notes, most of my calls are on Zoom, so I just grab the AI meeting summary from Zoom and copy and paste it into the notes section of the contact. (A Zoom integration would be a nice future LACRM feature).

For phone notes, I just do them manually. LACRM already integrates with my emails, so all my emails are already attached to my contact.

For follow-up cadence, I use the following:

  1. Connect on LinkedIn - I use Add to CRM to get the LinkedIn contact info into LACRM
  2. Check to see if LinkedIn connection is accepted - 1 week
  3. Once LinkedIn is accepted, invite to a virtual coffee
  4. Virtual Coffee Follow-up - ask a second time in 2 weeks if they haven’t replied
  5. Final Follow-up - 2 weeks after the second virtual coffee invite, I will often send them a more personalized message quoting something in their LinkedIn profile to get them intrigued.

Once we’ve had a virtual coffee, I qualify them as a lead, or potential partner, and set a different follow-up sequence based on that.

I use TextBlaze to automate all my follow-ups and this saves me 6-8 hours each week.

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