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Recent content by buildpax

  1. buildpax

    48 hours of redemption and free lunch

    MINDSET 
    Thank you for the feedback. For the reviews section: I'm working on a dedicated reviews section now–have to get my past clients to leave reviews for the new GBP. For the trust section: I do have a section, albeit not well highlighted, with a short welcome video by me for prospects. What would...
  2. Screenshot 2025-08-06 at 11.02.40.webp

    Screenshot 2025-08-06 at 11.02.40.webp

    • buildpax
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    • Category: User Media Uploads
  3. buildpax

    48 hours of redemption and free lunch

    MINDSET 
    Quick update on my journey thus far. After recently quitting my job in software sales and being rejected by UberEats and DoorDash to drive my own car, I decided to lean back into my background as a licensed massage therapist to make ends meet. Immediately after quitting my job, things were...
  4. buildpax

    C's get degrees, what about C-grade CENTS businesses?

    FEEDBACK 
    For the clients in my niche, yes I can repeat it. I found them through good old fashion networking in my local area. To add new clients however, I know I need to get more active in traditional channels like attending accounting events, trade shows, and promoting online in places where they look...
  5. buildpax

    C's get degrees, what about C-grade CENTS businesses?

    FEEDBACK 
    I really appreciate your rapid assessment, MJ. It's taken me 10 years to "fall into" a business that has the potential to be a winner. The grind is a challenge, so this is really encouraging coming from you. I did play my answers somewhat conservatively. One area in particular that I'm...
  6. buildpax

    C's get degrees, what about C-grade CENTS businesses?

    FEEDBACK 
    Yes, I have several clients currently. Two of them are in my niche of client accounting services (CAS) firms while the others are a hodgepodge of businesses ranging from general contractor to a mobile diesel truck repair business.
  7. buildpax

    C's get degrees, what about C-grade CENTS businesses?

    FEEDBACK 
    Hey fellow Fastlaners, I listened to Unscripted and am midway through Unscripted: The Great Rat Race Escape. The latter mentioned the Business Idea Grader tool, so I gave it shot. This is something I've been curious about for quite some time. The results are in: click here to check them out If...
  8. screencapture-grademybusinessidea-gradeResults-php-2025-07-29-12_31_52.webp

    screencapture-grademybusinessidea-gradeResults-php-2025-07-29-12_31_52.webp

    • buildpax
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  9. buildpax

    Anyone Doing CRM Optimization?

    IDEA FEEDBACK 
    You're not dumb, never put yourself down man. And you nailed it. Cleaning up their existing CRM and setting up the right workflow for financial services is exactly what I'm talking about. I'll have to look at your flowchart more closely later. If you have any insights here, I'd love to know.
  10. buildpax

    Anyone Doing CRM Optimization?

    IDEA FEEDBACK 
    There's a lot to unpack in you response, I'll start with this one first. The white-label thing doesn't matter to me. I'm looking for a system for CRM Optimization that will enable me to serve clients if they already have a CRM or if they're just getting started and need one. Not a big fan of...
  11. buildpax

    Anyone Doing CRM Optimization?

    IDEA FEEDBACK 
    Thanks for the feedback. No, I'm not doing this as an upsell or a standalone service. It'll be rolled into what my clients are already getting. And you're right, this should be part of what we do for clients–however, I've only really just started giving it serious thought recently. My clients...
  12. buildpax

    Anyone Doing CRM Optimization?

    IDEA FEEDBACK 
    100% the way to go. CRM software is a bloated, complex thing. Far too much to build. Definitely the move to partner with an existing solution.
  13. buildpax

    Anyone Doing CRM Optimization?

    IDEA FEEDBACK 
    Does Anyone Do CRM Optimization? Backstory I run a digital marketing and lead generation agency and am planning to add CRM Optimization as a feature of our core service offering. I'm adding this because I've found that our clients' CRMs are a "blackbox" of critical information on lead statuses...
  14. buildpax

    How Do You Overcome Customer Trust Issues?

    PEOPLE 
    You're totally right, but some clients become very emotional when they face a new service–especially a creative service that's very involved. I'm more managing for overwhelm than giving them a play-by-play of expectations.
  15. buildpax

    How Do You Overcome Customer Trust Issues?

    PEOPLE 
    In this case I charged the full amount after two weeks rather than the usual 30 days. But I'm going to try the full setup upfront approach with a healthy dose of expectation setting and over communication. Since clients really just want to have a sense of where things are going, I'm going to...
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