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CHAPTER 17 · BOTH EDITIONS
Choose a small tech stack
Choose the fewest tools that let you keep your promises. A notebook, calendar, and clear email process can be a better starting point than five disconnected subscriptions.
Put it to work
- Choose one tool for contacts, one for scheduling, and one place for approved drafts and resources.
- Create a test contact using your own address. Check capture, confirmation, delivery, and next task.
- Record who owns each account, how to export data, and what happens if a tool stops working. Add automation after the manual path works.
TRADE EDITION
Starter stack audit
Check permissions, team access, procurement needs, and data handling before inviting colleagues.
Starter files are ready to adapt. CSV files open in spreadsheet apps. Printable pages can be filled locally and printed; they do not save or submit entries.
DIRECT SALES EDITION
Starter stack audit
Choose tools compatible with company policies. Keep personal customer information out of shared training materials.
Starter files are ready to adapt. CSV files open in spreadsheet apps. Printable pages can be filled locally and printed; they do not save or submit entries.