Using CRM for Total Recall, with Brandon Drake

We humans like conversations that keep moving forward. Every time we share some detail about ourselves, we expect the other person to remember it.

If they bring that detail back up in our next interaction, we feel pleased and want to keep that relationship going. Conversely, we get annoyed when they blast us with messages we had already said didn't interest us.

This is severely problematic for us sales and marketing professionals. The sheer volume of people and details we all encounter is too much to keep straight in our outbound emails, let alone in our heads, and that's why we use CRMs.

But there are many CRMs out there and to fit a business, they all need to be customized. That's where our guest comes in.

A graduate of CalState in information systems, he worked in data analyst roles for several tech companies, including a Customer Relationship Management company that sold to enterprises. Wanting to work more with solopreneurs and SMBs, he decided to go out on his own as a CRM consultant to show them sustainable relationship-building techniques. Suffice to say, he is able to deliver immediate benefits to his clients under this business model. He also has a passion for coaching people on their nutrition, which explains why both components are blended in the name of his business - the health data guy.

Let's go to Laguna Beach to speak with Brandon Drake.

Chapters/Timestamps:

00:00 Why Memory Matters 00:34 Meet Brandon Drake 02:19 From Burnout to Health 03:44 Back to CRM Consulting 07:00 Relationship First CRM 09:14 Automated Nurture Emails 11:20 Crowdsourced Content Engine 12:11 Bio Form Data Hack 16:11 Progressive Profiling Scores 19.45 PSA: Funnel Reboot Reading Room 20:29 Segmentation Beats Spray 26:46 Protect Email Reputation 28:16 AI Needs Process First 32:28 Where to Find Brandon

Links to everything mentioned in the show are on the Funnel Reboot site's page for this episode.