The Bedrock blog
Practical guides for running a tighter small business
CRMs, spreadsheets, follow-ups and operations, explained the way we would explain them across the table. No jargon, no hype.
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Trucking
What a CRM for a Trucking Company Should Do
A practical guide to picking or building a CRM for a trucking company: what to track, where spreadsheets fall short, and what to look for before you switch.
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Nonprofits
Donor CRM for Small Nonprofits: What You Actually Need
A practical buyer's guide to choosing a donor CRM for small nonprofits: what to track, what to skip, and how to compare options without overbuying.
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Contractors
A Simple CRM for Contractors: What to Track, What to Skip
What a contractor's CRM should track, from leads and estimates to job photos and follow-ups, what to skip, and how to make it work on a phone in the field.
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Operations
What a Fractional COO Does for a Small Business (and When You Need One)
What a fractional COO actually does, how it differs from a consultant or office manager, the signs you need one, and what the first ninety days look like.
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CRM basics
Moving From Spreadsheets to a CRM: A Practical Guide for Small Businesses
The signs you have outgrown Excel or Google Sheets, and a step-by-step plan to move your customers into a CRM without losing anyone along the way.