You need a clear way to get people into your CRM, and the most effective way to do that is through intentional workflows, automations, and opt-ins. Your videos, courses, and brand voice are your intellectual property, and you should treat them like gold by creating ethical, value driven ways for people to access them. If you don’t control how people opt in and engage with your content, you’re leaving your business in someone else’s hands.
If you don’t control your tech stack your CRM, landing pages, and opt-in flow you don’t truly own your business; the platform does. You must own the customer journey, from the landing page to the explainer video to what happens after someone clicks. Short-term funnel tricks and aggressive upsells might work temporarily, but they often frustrate people and damage long-term trust and future business.
To maximize conversions, keep the opt-in simple at first ask only for a name and email. Asking for too much information too early creates friction and drives people away. As you deliver value over time, you can gradually request more details. When you control the client experience and remove unnecessary roadblocks, you increase conversions, lower your cost of acquisition, and build a stronger, more sustainable business.
Do Work You Love.
Monetize Your Story.
Design Your Future.