Episode 46

Checkup: CRM

This episode kicks off the new “Checkup” series, where we discuss things that need, well, a checkup. Hosts Patience Jones and Brian Jones discuss how to maintain your Customer Relationship Management (CRM) system. While it would be nice if a CRM never had to be maintained and run on autopilot, that is not (yet) the way things work. We discuss what needs to be checked on and how often, and how to keep the checkup process from creating more work.


  • The limitations of CRMs and why regular updates are needed
  • Tips on how to update and verify contacts in the CRM
  • How to keep the updating project from spiraling
  • What your CRM might have in common with plastic storage bins

Episode Resources
Connect with Brian Jones and Patience Jones

Learn how a CRM works:

November 29, 2023

Checkup: CRM | As Built Podcast Ep. 46.