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The Entrepreneurial Operating System® (EOS) is a straightforward and action-oriented framework. As a certified or qualifying EOS implementer, you most likely value simplicity. However, finding a simple CRM is not always easy.
Recently, we spoke with EOS implementer Paul Trilk about how he’s growing his practice with OnePageCRM, which he previously used in his marketing agency, Success Local.
After becoming an EOS implementer, Paul decided to stay with OnePageCRM for several reasons. In this post, we’ll explore these reasons and the synergies between EOS and OnePageCRM’s philosophies.
For many EOS implementers, referrals and recommendations are essential. However, these channels require a certain level of commitment. You need to be ready to reconnect with your existing network and keep nurturing these relationships. That’s where a proper CRM can become an invaluable tool.
“I ran some trials with other CRM systems but there’s just too much to learn. Too many variables. Too many pages to go to. OnePageCRM keeps it simple.“
Nurturing connections requires consistency and accountability, and OnePageCRM helps with both. You can set a series of follow-up reminders next to every contact in the system—and it will hold you accountable for completing them.
Simply adding new prospects and referrals to a CRM won’t turn them into loyal clients. You need a clear plan of action, a process—and Traction.
“As EOS implementers, we want to bring in new customer opportunities and develop the prospect list. This is where OnePageCRM’s simplicity is so important. I can reach out to prospects, capture conversations or people’s contact details, and nurture them along towards potentially becoming a future client.”
With OnePageCRM, adding follow-up reminders is simple—whether it’s making a call, arranging a meeting, or sending an email. Plus, you can take action directly from the app, such as emailing your clients.
“The email feature has been fantastic. We use email templates for efficiency. And I can also see how often and when people open emails I’ve sent them”.
Email open tracking gives you a glimpse into the client’s world. If a prospect opens your email multiple times, it’s probably resonating with them.
While EOS implementers may not have thousands of contacts, the ones you have should still be well-organized, segmented, and tracked.
As Paul mentions, “Creating a pipeline has been a fundamental thing for us in OnePageCRM. Also, it’s great to be able to easily build filters, add tags, and just manipulate the data in a very uncomplicated way.”
As your EOS practice grows, your team will become bigger too. So, ideally, you need a CRM that’s easy to adopt.
“I’ve been a user of OnePageCRM for 14 or so years. I like that it’s always been easy to train new employees. It’s really simple to get everyone on board and follow it consistently across the organization.”
There’s a big overlap between EOS and OnePageCRM philosophies. Both advocate for simplicity, consistency, and action.
“EOS is a process of learning. So there’s always the next thing to do, whether it’s with a client or whilst delivering EOS. This aligns with OnePageCRM. There’s just a very simple synergy between the two”.
EOS starts with outlining the vision while OnePageCRM helps maintain focus and clarity. After you complete a task associated with a contact, OnePageCRM prompts you to set a reminder for the next interaction. Like EOS, it encourages you to think about specific actions that will bring you closer to your vision.
It also fosters accountability. You can assign not only tasks and notes to different team members, but also sales deals and individual contacts. Business growth becomes a shared goal, not just the responsibility of one department or person.
EOS advocates for building processes and establishing systems—and OnePageCRM supports this too. With its Next Action functionality, it helps businesses create repeatable and scalable processes, while also promoting Traction.
“Traction is about going out and executing it.”
OnePageCRM organizes your contacts into a dynamic to-do list rather than a static phone book, sorted by alphabet. You decide what needs to be done and when—and it helps you execute these plans.
Without action, there’s no traction, and OnePageCRM is the only action-focused CRM in the world. Designed for small businesses, it also helps EOS implementers stay closely aligned with their clients.
“OnePageCRM is not a product for a blue-chip organization with 50,000 employees. It’s a product that’s suitable for my target audience as well.”
