Blog
Getting the people you meet into your CRM.
Practical notes on capturing contacts at events and in chats, following up on time, and keeping Attio or HubSpot worth opening.
All posts
- How Shmor's AI reads a screenshot or a voice note, and what it won't guessWhat Shmor's AI extracts from a screenshot, card or voice note, the rules that stop it guessing, how it asks for what is missing, and its limits.8 min read
- Turning networking into pipeline: when a contact becomes a deal, and how to track itFour signs a networking contact has become a deal, five simple pipeline stages, and how to track deals lightly in ShmorCRM, Attio or HubSpot.6 min read
- Conference networking: a day-by-day plan for before, during and afterA day-by-day conference networking plan, from booking meetings two weeks out to side events, approaching speakers, daily capture and the follow-up week.6 min read
- Networking for introverts: a practical plan that doesn't drain youA step-by-step networking plan for introverts, covering choosing events, small goals, scripts, planned breaks, early exits and following up one to one.6 min read
- How to introduce yourself at a networking event: scripts by role and situationA simple formula for introducing yourself at networking events, with ready-to-use scripts for founders, consultants, salespeople, job seekers and more.6 min read
- How to meet more people at a networking event: preparation, scripts and jokes that workPractical tactics for meeting more people at networking events, with intros, opening questions, exit lines, body language and kind, safe icebreaker jokes.9 min read
- How to keep in touch with your network without being a nuisanceA simple system for staying in touch with the people you meet, with three contact tiers, reasons to get in touch, example messages and a monthly review.6 min read
- The 48-hour plan for actioning leads after a networking eventSort everyone you met into three tiers, send the right follow-up to each within 48 hours, log it, and know what to do with the maybe pile.6 min read
- CRM hygiene: a weekly 15-minute routine that keeps your contacts usefulA 15-minute weekly routine for a clean CRM covering duplicates, missing fields, stale tasks, how you met and closing loops, plus a UK GDPR note.6 min read
- What to write in your notes after meeting someone: the five things to captureThe five things to capture after meeting someone (who, how you met, what matters, a human detail, the next step) with examples and a voice-note script.6 min read
- How to get conference contacts into your CRM before you leave the venueA practical routine for capturing the people you meet at a conference, meetup or trade show into Attio or HubSpot on the day, not a week later.6 min read
- Logging leads from WhatsApp into HubSpot without copy and pasteWhere WhatsApp leads come from, why they go missing from HubSpot, and four ways to log them, from manual entry to sending a message to a bot.5 min read
- Business card scanners vs messaging your CRM: what actually saves timeCard scanner apps and chat-based CRM capture both promise less typing. Where each one saves time, where it does not, and how to choose.5 min read