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Matt Burkett🛠️ 1 toolJul 2, 2026@BurkettOptiIt's frustrating being miscategorized. The CRMopti isn't the main focus of the DealFlow. The idea is to be able to know your customer before you even talk to them. First figure out your ideal client profile, then grab some leads and push them to the salesopti (the most powerful part of the entire program) and get to know them before you even talk to them! Know that you can run any particular part of the system by itself. Also, the check out the free tools if you get a chance. -
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Find Your Potential Clients’ Accurate Contact Data with AIOpenIt doesn't work, at least for me in Mexico. I asked for a list of Insurance Independent Agents in Mexico (country) and it delivered just 5 executives of companies. Then I asked for independent dental professionals in Mexico City. It delivered 0 leads. -
I was searching for such a tool literally two days ago, and today I found it on theresanaiforthat. That's funny and awesome. It seems to work well.
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If customer insights don’t reduce churn, you’re collecting signals without impact -> ~25% revenue leak. Are users actually improving retention, or just tracking feedback?
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