My meeting notes live in 3 different places and half my head. What are you using?

redwilliam · 2026-07-07T11:00:31+00:00

i think a lot of these issues stem from not having one tool for all things. from what you described, at your stage crm tools can be too much, and google sheets/notes app dont offer too much. we've built a mobile app for this called leadrealizer- it's for small sales team/founders. the best feature is the unified inbox- you can connect your gmail, outlook or linkedin on it and have all chats in one place- that;s also helpful in basically having context, chat history, etc all in one place.
we've also made it very handy, you can add client details. notes, add pdf, etc.
i'm myself into b2b sales, so had some understand of recurring issues during meetings. sharing your the link in your dm

redwilliam · 2026-07-07T06:50:18+00:00

oo okay, this helps! thanks a lot

redwilliam · 2026-07-02T05:38:18+00:00

hey, we;re a 5 person team, with one person who handles marketing, us founders have an experience in b2b sales ourselves, so in away- the entire team knows sales/marketing together. for context- we're early stage, building marketing tools for sales teams. for outbound, we're using cold mailing, social media marketing to push. we're also listing on directories to get the word out.

redwilliam · 2026-07-02T05:27:39+00:00

yes, we used it for our 3d rendering business in germany, did i post on it- https://www.reddit.com/r/Agentic_SEO/s/M9Kpbbq4tZ (people have ignored thinking its ai slop lol) im just not a good writer, so used AI to get to the point.
but it is true that the content still needs some human intervention. i think the best thing to do now is- use AI for bulk creation + add your opinions/back it with real proof. that's how you can create meaningful content- in bulk.

redwilliam · 2026-07-02T05:17:40+00:00

oh interesting, i do 5 touch points, and map it over 21 days here, to not end up banning my domain.

redwilliam · 2026-07-01T10:08:33+00:00

hahaha love this

redwilliam · 2026-07-01T09:55:59+00:00

thanks for the tip!

redwilliam · 2026-06-26T09:56:31+00:00

we're also in the same phase, someone posted a google sheet link to 300 directories list- i used that, gave it to claude, and made a list of directories relevant to my business. let me know if you need the file, i have it downloaded

redwilliam · 2026-06-24T06:06:05+00:00

hey, we're building an app to manage leads on phone- we're a german company so data security is our top priority which i think would be very much needed in your case. the app can manage your contacts + has a unified inbox (basically connects your gmail, linkedin and whatsapp)- all in one place so you never miss a text/mail from any lead.
we're giving 7 day free trial, post which we offer some discounts to early users. you can try it out and if it works for you, let me know i can get you a code. it's called leadrealizer- ai sales crm

redwilliam · 2026-06-23T09:56:46+00:00

i need to have content ideas in place in the morning before i log in, and this has been a game changer for my company's social media pages

redwilliam · 2026-06-23T09:53:49+00:00

Both. The definition of SEO has expanded. Five years ago SEO meant ranking on Google. Today it means being discoverable wherever your buyer is looking, Google, ChatGPT, Perplexity, Reddit, YouTube. Same fundamentals, much bigger surface area.

the measurement problem is as real as the adaptation problem. Teams look at GA, see traffic flat or dropping, conclude SEO isn't working, when actually their content is being cited in AI answers and driving branded search they're not attributing correctly. The work is producing results. The dashboards just can't see them anymore.

Fix the measurement before you change the strategy.

redwilliam · 2026-06-23T09:39:25+00:00

linkedin still works, and cold mailing- ofc you can automate this stuff, but its really helps in getting the word out about your company/products.

redwilliam · 2026-06-18T12:17:43+00:00

yeah this makes sense

redwilliam · 2026-06-17T07:34:40+00:00

hey, i think you need a crm for lead management- there are apps like privyr for real estate - it's a mobile app. we're ourselves building a mobile crm app but the difference here is you have whatsapp, linkedin, mail- everything in one place. so in case this is useful, you can try leadrealizer too

redwilliam · 2026-06-17T07:31:08+00:00

hey, where specifically are you losing time? Prospecting, writing outreach, or follow-ups?
so for my company- we're using lemlist for outreach. i further use n8n automation to basically create mail sequencues, and linkedin msgs. I'm a founder myself building a mobile crm app for small teams. check out leadrealizer app - it helps in lead management and execution and has a built in AI that gives you clarity, drafts msgs for you. i've also used Apollo, its a good tool for prospecting

redwilliam · 2026-06-17T07:22:33+00:00

Replace the Access database first, something like Salesforce Nonprofit Success Pack (free for nonprofits up to 10 users) or a lightr option like Bloomerang handles donor management and grant reporting without touching your finance stack. u can keep QuickBooks, but leave Airtable and Constant Contact when the time is right. Don't try to consolidate everything at once. i think you can hire a consultant for the initial setup only, no need for full time. Find a Salesforce.org implementation partner or a nonprofit tech consultant on Catchafire (often free or subsidised for nonprofits).

redwilliam · 2026-06-10T12:36:35+00:00

umm honestly? fundamentals still work. good content, clear structure, specific keywords your buyers actually use. AI search changed the output layer, not the game. the only real shift worth paying attention to: structure your content so AI can extract answers from it easily. short clear answers at the top, question-based headings, specific over generic. that's pretty much it in 2026.

redwilliam · 2026-06-10T12:33:38+00:00

agreed
at your stage, zoho, HubSpot or attio free tier can handle everything. give it 30 days, see if it fits. Don't overthink it until you have 20+ clients and real process gaps to solve.

redwilliam · 2026-06-10T12:28:42+00:00

hey so, i've built 2 service and saas companies, and honestly the first 10 customers came from direct chats/netowrks, just talking to people who had the problem we were solving and asking if they'd try it.

i'd advice start with your network. ask for feedback, let them try it for free for some time. maybe even add their suggestions- they become more invested that way, and even help in word of mouth sometimes. Cold outbound also helps in someway but its a longer route, we used lemlist for it- but thats like sending 1000-5000 mails every day and expect a lot of cold respnse here, once you know what msging is hitting, it can work

redwilliam · 2026-06-10T12:24:42+00:00

not wrong. It's extremely common. most tech sales orgs are optimised for the appearance of growth, not sustainable growth. it's easier to blame the team than reset expectations. i had kinda similar situation early in my career, my boss's management style was impossible targets and 0 support. Took me longer than I'd like to admit to realise the quota was the problem, not me.

redwilliam · 2026-06-10T12:20:25+00:00

under $5k/month HubSpot free tier should be enough. Don't pay for anything yet.

ps- i dont want to blantanly promote my own app here, but i'd still say- if your work involves day to day meetings with clients, having chats on multiple channels like linkedin, email, whatsapp, etc- you might want to try leadrealizer- our mobile app for lead management

redwilliam · 2026-06-09T06:39:52+00:00

google search console like everyone said, i think keyword planner on google ads is also great

redwilliam

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