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Finally explained in plain English: a CRM
Short lessons, helpful guides and a plain-language glossary, so technology stops feeling like a secret language.
No jargon. No shame.
Plain-language glossary
Words people use, finally explained.
If a term has ever made you nod along while quietly wondering what it meant, you’re in good company. Each one gets a plain definition and an everyday example from a small business.
16 terms shown
CRM
Customers and contacts
Short for customer relationship manager. One place that keeps track of every customer and lead, what you’ve said to them and what happens next.
Everyday example: Instead of hunting through texts, sticky notes and old emails, you open one screen and see that Dana asked about pricing on Tuesday and is waiting for your reply.
Lead
Customers and contacts
Someone who has shown interest in what you do but hasn’t bought yet.
Everyday example: A person who fills out your contact form, or hands you their card at an event.
Pipeline
Customers and contacts
A simple view of where each person is on the way from “just met” to “customer.”
Everyday example: A set of columns like New, Talked, Quote sent and Booked, so you can see at a glance who needs a nudge.
Tag
Customers and contacts
A label you stick on a contact so you can find and group people later.
Everyday example: Tagging everyone you met at a trade show “Spring Expo” so you can follow up with all of them at once.
Automation
Automation and follow-up
A task your system does for you when something happens, so you don’t have to remember.
Everyday example: When someone books a call, they automatically get a confirmation and a reminder.
Workflow
Automation and follow-up
The step-by-step path an automation follows, like a recipe your system repeats every time.
Everyday example: New inquiry, then a thank-you message, then a task for you, then a reminder if nobody has replied in three days.
Follow-up (nurture) sequence
Automation and follow-up
A short series of messages sent over time, so you stay in touch without writing each one from scratch.
Everyday example: A friendly three-message series after someone asks about your services.
Form-to-workflow
Automation and follow-up
When filling out a form on your website automatically starts a workflow.
Everyday example: Someone submits your contact form, they instantly get an acknowledgment, and you get an alert.
AI notetaker
Automation and follow-up
A tool that listens to a meeting and writes up notes and next steps for you to review.
Everyday example: After a client call, you get a summary with action items, and you check it before anything is sent.
Landing page
Websites and marketing
A single web page built for one purpose, like booking a call or joining a list.
Everyday example: A page that explains your free consultation and has one button to book it.
Funnel
Websites and marketing
The path someone follows from first hearing about you to becoming a customer, usually a few steps in a row.
Everyday example: A social post, then a landing page, then a booking calendar, then a confirmation message.
Opt-in
Websites and marketing
A person’s clear permission to hear from you, usually by filling out a form or checking a box.
Everyday example: A checkbox that says “Yes, send me helpful tips by email.” It’s how people tell you they want to hear from you.
SEO, AEO and GEO
Websites and marketing
Ways of helping people find your business. SEO is for search engines like Google, AEO is for answer engines that respond directly to questions, and GEO is for AI tools that write answers. Clear, helpful information supports all three, and nobody can promise a ranking.
Everyday example: A page that plainly answers “What does a dog groomer cost?” is easier for search and AI tools to find and use.
Integration
Behind the scenes
A connection that lets two tools share information automatically.
Everyday example: Your calendar telling your customer list that someone just booked.
Domain and DNS
Behind the scenes
Your domain is your website’s address, like thegtgstudio.com. DNS is the set of directions that tells the internet where that address should send website visitors and email.
Everyday example: DNS settings are why your website and your business email can both use the same domain.
Accessibility (508)
Behind the scenes
Making your website usable by as many people as possible, including people who use screen readers, keyboards or captions. Section 508 is a U.S. standard for accessible technology.
Everyday example: Photos have descriptions, videos have captions, and you can use the whole site without a mouse.
No matching terms. Try a different word, or ask me to add it.
Coming soon
The first lessons are on the way.
Short, practical and free of jargon. Here’s a peek at what I’m planning to teach first.
- Coming soon
Where your time goes
Spot the tasks you repeat all week, so you know what’s worth fixing first.
- Coming soon
CRM basics
What a CRM actually is, using an everyday example from a small business.
- Coming soon
Event-card follow-up
Turn a stack of business cards into real conversations.
- Coming soon
Features you already pay for
The tools you own that can do more than you think.
- Coming soon
How I stay organized
A look at how I run everything as a solo owner.
- Coming soon
Choosing what to fix first
A simple way to pick your top priorities.
- Coming soon
Your three setup picks, explained
What each pick does, what it costs and what you maintain.
- Coming soon
Hosted or client-owned?
The difference, in plain English, so you can choose.
Is there something you’d like me to explain first? Tell me what you’re curious about.
Still have a question?
Ask me anything. There are no silly questions, and your question might become the next lesson. Or take the Busywork Quiz to see where your time is going.