Podcast: Spreadsheets
Unleashed, hosted by Umbrex Co-Founder Will Bachman, is the podcast that explores how to thrive as an independent professional.
HOW TO THRIVE AS AN
INDEPENDENT PROFESSIONAL
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Past Episodes
Unleashed Essentials
We’ve collected a set of top episodes that we most frequently recommend to answer the most common questions on getting started as an independent consultant. If you are new to Unleashed, start with these.
Episode 504. Using a Spreadsheet as a CRM System
In this episode of Unleashed, Will Bachman explains how independent professionals can use a spreadsheet as their CRM system. A spreadsheet can be an effective first step before investing in a paid CRM system, and for independent professionals, the most fundamental use of a CRM spreadsheet is to keep track of the people, organizations, and
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