Ep 96 - Setting up CRM right the first time

Setting up your CRM right the first time will save you a lot of headaches down the road. Matt breaks down key areas to pay attention to, as you set up CRM and MJ chimes in with a few observations from the segmentation & product marketing perspective. Later in the show, MJ breaks down messaging pyramids, a useful tool for organizing early messaging and customer research, especially in a new role.