Hey friend,

Let me ask you something simple:

How many of your leads missed this month… not because they weren’t interested, but because you forgot to follow up… or had notes scattered across 4 tools?

If you’re like most founders I work with, the answer is:

“Many more than I realized.”

And while I have just finished updating my own CRM for founders, I realized that:

Most sales problems aren’t caused by bad leads.

They’re caused by scattered systems.

So today, I want to walk you through a simple, educational breakdown of the 3 biggest leaks in your sales workflow and how my updated CRM quietly fixes each one.

Let’s dive in.

1. Leak #1: You don’t track follow-ups properly.

Most founders rely on memory.

Or WhatsApp.

Or sticky notes.

Or their CRM that doesn’t remind at all.

The problem?

❌ You don’t know when you last followed up.

❌ You don’t know when the next follow-up is due.

❌ And worst, you follow up too late, and the lead goes cold.

So I added something powerful:

✔ A complete Follow-Up Tracking System

Total follow-ups sent
What each follow-up said
Next follow-up date
Overdue tracking
Reminders

Result:

Every lead stays warm. You never miss a touchpoint again.

This alone becomes a strong foundation for closing more deals.

2. Leak #2: You can’t instantly see who’s actually qualified.

A lot of time gets wasted nurturing the wrong people.

People who:

→ “need more time.”

→ “don’t have the budget.”

→ “aren’t serious.”

→ “just exploring.”

But here’s the thing:

The right lead gives off signals.

And your CRM should detect them before you spend hours.

So I built:

✔ Lead Qualification Score (fully automated)

You get a qualification score based on:

Timeline
Pain level
Urgency
Budget fit
Actual need

This gives you one simple score:

Qualified or not worth your time.

No more long discovery calls with poor-fit leads.

No more guessing.

You focus on buyers who are ready.

This one shift increases your close rate without extra effort.

3. Leak #3: Client information is scattered everywhere.

This is the biggest productivity drain I see inside agencies.

Your client info lives in:

Email threads
Google Docs
Notion pages
Voice notes

So before every call, you spend 10 minutes searching for:

→ their pain points

→ their previous messages

→ What tasks were assigned

→ when they're planning to start

So the updated CRM now includes:

✔ A full Client Info Hub

Contact details
Discovery call notes
All tasks & follow-ups
Lead stage
Lead qualification
Next action
Notes & objections

Everything in one clean space.

Result:

When a lead replies → you already know everything.

When a call starts → you’re fully prepared in 60 seconds.

When a deal moves → so do all the details.

This is how founders stop becoming bottlenecks in their sales procedures.

The Big Shift: You stop managing leads. Your CRM does it for you.

Most founders think they need a complex CRM.

You don’t.

You need a simple, solid system that gives you:

✔ clarity

✔ visibility

✔ reliability

✔ consistency

The updated CRM is designed for exactly that.

So you can:

Follow up on time.
Prioritize the right leads.
Store everything in one place.
Stop losing deals to disorganization.

It’s built for founders and service providers who want less chaos and more conversions.

As you were reading this breakdown, if a part of you whispered:

“This is exactly the kind of clarity I’ve been looking for…”

Then this is for you.

I’ve opened 3 free Founder Clarity Calls - a calm 1:1 space where you walk me through what feels messy in your workflow, Notion, Google Drive, or your backend.

I’ll look at your current setup with you, identify your top 3 bottlenecks, and give you a simple 30-day roadmap to fix them.

These calls are rare because I’m offering this extensive help at no cost for the first time, and the booking page closes as soon as the 3 slots are taken.

If you want one of them:

→ Book your Founder Clarity Call here

Cheering for your next breakthrough,

Sumanpreet Kaur

PS: If clarity and speed in your backend are your priorities this year, then this is the first you can take before 2026.

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