Pivot 2 Thrive

Podcast

Latest Episodes

Ep # 101: Lead with Value — The Real Secret to SaaS Growth

Discover the final insights from Day 30 of GoHighLevel Mastery. Learn how ethical selling, consistent visibility, and client-first strategies build trust, traction, and long-term success.

Ep # 100: Collaboration Over Competition: The Shortcut to SaaS Growth

Learn why partnering with complementary businesses is the fastest way to scale your SaaS or service-based business. Discover how an abundance mindset leads to client wins, community, and creative offers.

Ep # 99: Start Earning with HighLevel—Even Without an Agency

Learn how to leverage HighLevel’s affiliate program to earn recurring income—even if you’re not ready to build a full SaaS agency. Discover how passion, authenticity, and smart positioning can turn your belief in a platform into sustainable revenue.

Ep # 98: GoHighLevel Pricing Strategy: When to Upgrade and How to Maximize ROI

Learn how SaaS founders can avoid emotional pricing decisions and upgrade GoHighLevel plans only when revenue justifies it. Discover missed upsell opportunities and how to monetize sub-accounts strategically.

Ep # 97: SaaS Pricing Strategy: Avoid the Race to the Bottom and Anchor Real Value

Discover how SaaS founders can avoid lowball pricing traps and build no-brainer offers. Learn how to position support, service, and strategy as premium value in the GoHighLevel ecosystem.

Ep # 96: Sell Smarter with B2B→C Offers: Reach More Clients Without 1:1 Burnout

Discover how to scale your SaaS or service-based business by selling to one business that gives you access to many consumers. Learn how the B2B→C model can simplify your sales process and multiply your reach.

Ep # 95: Build Your Offer Ladder: The 3-Tier Strategy to Grow and Scale Your SaaS Business

Learn how to structure your services into DIY, Done-With-You, and Done-For-You tiers to attract more clients, increase conversions, and scale with clarity.

Ep # 94: Snapshot Addiction vs. Sales Focus: Track ROI to Build a Real SaaS Business

Discover why SaaS founders must shift from emotional purchases to strategic selling. Learn how to audit your investments, reclaim ROI, and focus on building a real business—not an expensive hobby.

Ep # 93: One-to-Many Lead Strategy for SaaS: Scale Smart with Challenges, Courses & Webinars

Learn how SaaS founders use webinars, free courses, and digital challenges to convert more leads. Discover scalable one-to-many systems that drive growth without burning out.

Ep # 92: Authority Doesn’t Have to Be Loud: How to Build Presence Quietly

Discover why you don’t need to be loud to be powerful. Learn how to show up with quiet confidence, anchor your brand in authority, and grow your SaaS agency in a way that aligns with your energy—not the algorithm.

Ep # 91: Stop Comparing. Start Growing: Mindset Mastery for SaaS Founders

Discover why comparison is the enemy of progress—and how to focus on your unique journey. Learn how to stay grounded, build with clarity, and scale without distraction in the noisy SaaS space.

Ep # 90: Your Phone Book Is a Goldmine: How to Launch Offers Using Warm Outreach

Learn how SaaS founders use warm outreach strategies to convert contacts into clients. Discover how auditing your phone book, socials, and LinkedIn feeds can jumpstart sales and collaboration.

Ep # 89: Use AI, Don't Lose to It: Smart Marketing Systems for Scaling SaaS

Discover how SaaS founders use AI to scale marketing operations. Learn how to delegate content creation, pick the right tools, and convert business from hobby to authority brand.

Ep # 88: Demo Before You Deliver: How Visual Selling Converts More SaaS Clients

Discover why building a simple demo—even before your product is perfect—can skyrocket your conversions. Learn how to show, not just tell, and sell more confidently with GoHighLevel.

Ep # 87: Delegate to Accelerate: Why Letting Go is the Secret to Scaling Your SaaS Agency

Discover why the fastest-growing SaaS founders stop trying to “do it all.” Learn how strategic delegation helps you scale faster, serve better, and stay in your zone of genius.

Ep # 86: Set Expectations Like a Pro: The "Cheap, Good, Fast" Rule for SaaS Agencies

Learn how to set clear boundaries with clients using the proven “pick two” framework. Discover why managing expectations protects your time, your team, and your profit.

Ep # 85: From Gaps to Growth: How to Turn Your SaaS Audit Into a Client-Winning Roadmap

Discover how to convert your audit findings into a compelling, results-focused roadmap. Learn the 3-phase strategy to deliver fast wins, demonstrate value, and close deals confidently.

Ep # 84: Recurring Revenue = Retained Clients: How SaaS Agencies Can Scale with Retainers

Discover why recurring revenue isn’t just a finance strategy—it’s a growth engine. Learn how SaaS founders can retain clients, upsell strategically, and grow predictably with the final “R” in the POWER Pivot Framework.

Ep # 83: Evaluate Your Sales Process: Convert More Leads with a Clear Buyer Journey

Learn why evaluating your sales process is critical to growth. Discover how SaaS founders can build trust, close deals, and confidently ask for payment—using the POWER Pivot framework.

Ep # 82: Warm Lead Nurturing for SaaS Agencies: Convert Faster with Story-Driven Funnels

Learn how SaaS founders use Instagram stories, email newsletters, and omni-channel touchpoints to nurture warm leads and convert more clients. Discover real strategies that drive revenue.

Ep # 81: Online & Offline Presence: How to Build Trust Across Every Touchpoint

Learn how to align your online and offline presence for maximum authority. Discover how SaaS founders can build trust, reinforce their brand, and convert confidently using the POWER pivot framework.

Ep # 80: Product Over Platforms: Why Your Offer (Not Your Tech Stack) Builds a Real Business

Learn how to design, validate, and price your offers the right way—so your SaaS agency can grow without constant rework or confusion.

Ep # 79: The Power Pivot: The Smartest Way to Diagnose Gaps in Your SaaS Agency

Discover how the Power Pivot Framework helps HighLevel agency owners identify what’s missing, uncover hidden revenue leaks, and accelerate growth—without burning out or guessing.

Ep # 78: Gap Analysis for SaaS Agencies: Audit Smart, Scale Fast

Discover how SaaS agencies can use the Gap Analysis Framework to audit client systems, identify strategic gaps, and accelerate delivery. Build trust, set clear expectations, and grow smarter.

Ep # 77: Strategy Over Software: Build a Standout SaaS Agency with a Strong USP

Learn why strategy and specialized skillsets matter more than software features. Discover how SaaS founders can craft a compelling USP to stand out in the crowded GoHighLevel space.

Ep # 76: How SaaS Agencies Can Convert Clients and Boost Recurring Revenue

Learn how to craft high-converting SaaS offers using a 3-tier strategy. Discover the foot-in-the-door, upsell, and retainer model to boost revenue and scale efficiently.

Ep # 75: One-to-Many Sales Strategy: Scale Your SaaS Agency Smarter and Faster

Discover how shifting to a one-to-many sales strategy can help SaaS founders attract more leads, close deals faster, and grow without burnout. Learn how to tap into networks and referral partners for exponential reach.

Ep # 74: Collaboration Over Competition: The Smart Way to Scale Your SaaS Agency

Discover why SaaS founders are embracing collaboration over competition. Learn how partnering with complementary skillsets can increase value, scale faster, and build stronger HighLevel-based businesses.

Ep # 73: Sell First, Create Next: Proven SaaS Strategy for Fast Agency Growth

Discover how adopting a "sell first, create next" mindset can fast-track your SaaS agency’s success. Learn proven techniques for client acquisition, validation, and scaling without overbuilding.

Ep # 72: The Hidden Costs of Disconnected Business Tools and How to..

In today's fast-paced business environment, many entrepreneurs find themselves juggling multiple subscriptions and tools. While it may seem harmless at first, the cumulative costs can quickly add up, leading to...

Ep # 71: Transform Your Business with Webinars and Automation

Are you feeling overwhelmed by an endless to-do list and a flood of emails? If your business feels like it’s running you instead of the other way around, you’re not alone. Many entrepreneurs struggle with...

Ep # 70: From a Simple Desire to a Life-Changing Journey: The Story of Krish Ravipati

In the ever-evolvinIn the latest episode of the Pivot to Thrive Podcast, host Priya interviews Krish Ravipati, a successful entrepreneur based in Brisbane, Australia. Krish shares his inspiring journey from a...

Ep # 69: How AI is Transforming the VA Industry – Why Now is the Best Time to

Are you a business owner struggling to generate leads and close sales? Does it feel like your business is just an expensive hobby? If so, you’re not alone. Many entrepreneurs face these challenges, but there’s a solution...

Ep # 68: The Power of Copywriting: Insights from Industry Experts

In the ever-evolving world of marketing, copywriting remains a crucial element for success. Recently, a fascinating discussion unfolded between two industry experts, shedding light on the importance of positioning ...

Ep # 67: Unlocking Podcast Profits: Steve Brossman's Six-Figure Success Journey

In the ever-evolving landscape of digital marketing, podcasting has emerged as a powerful tool for businesses to connect with their audience, share valuable insights, and ultimately drive profits. One individual...

Ep # 66: Master Delegation: Hire and

Manage Virtual Assistants in 2025

In the fast-paced world of business, mastering delegation is crucial for success, especially in 2025. As a small business owner in Australia, you may find yourself overwhelmed with tasks that could be...

Ep # 65: Time is Money: The Art of Delegation for Business Owners in 2025

Time is often regarded as our most precious asset, yet many entrepreneurs struggle to manage it effectively. In a world where every minute counts, understanding the value of your time and mastering...

Ep # 64: 24 Lessons from 2024

Time is one of our most precious resources, yet many of us struggle to manage it effectively. In the fast-paced world of business, understanding the value of time and mastering the art of delegation can be..

Ep # 63: From Chaos to Clarity: How to Create a Vision Board for a Successful Year

Welcome back, everyone! If you're tuning in for the first time, I'm Dr. Priya Jagannathan, the founder of Pivot to Drive, a leading CRM and Business Automation Agency in Australia, and the...

Ep # 62: The Hybrid Marketing Approach: Balancing Traditional and Digital Strategies in the Age of AI

In today's fast-paced business environment, the debate between traditional marketing and digital marketing continues to evolve, especially with the rise of AI. As entrepreneurs and small business...

Ep # 61: Unlocking Business Growth: The 80-20 Rule for Small Businesses

Are you a small business owner hustling tirelessly but not seeing the results you desire? If so, you're not alone. Many entrepreneurs find themselves working around the clock, only to feel like their efforts are falling flat. But what if I told you that 80% of your results could come from....

Ep # 60: December Sales Secrets:

Your Ultimate Success Guide

Hello, lovely listeners! Welcome back to another exciting episode where we dive deep into strategies that can transform your business. Today, we're tackling a question that many entrepreneurs....

Ep # 59: Revolutionizing Business

with AI Employees

In today's fast-paced digital landscape, the concept of an AI employee is gaining traction. But is it just a trend, or is it genuinely revolutionary? Companies like Go High Level are leading the charge, integrating multiple AI tools to enhance business operations....

Ep # 58: Scaling Success with SWAS:

A Game-Changer for Businesses

In the ever-evolving landscape of business solutions, the Software With a Service (SWAS) model stands out as a game-changer, especially for small businesses in Australia. If you’re looking to streamline operations, enhance client retention, and create a predictable revenue stream....

Diagram showing the workflow of a CRM system from lead generation to customer retention

The Ultimate Guide to Small Business CRM Setup in Australia

May 25, 20244 min read


The Ultimate Guide to Small Business CRM Setup in Australia

Are you a small business owner in Australia struggling to manage customer relationships and streamline your sales processes? You're not alone. Setting up a Customer Relationship Management (CRM) system can revolutionise how you handle your business operations, leading to improved efficiency and increased sales. In this guide, we'll walk you through the essentials of Small Business CRM Setup, delve into the benefits of Automated Lead Generation, and explore strategies for effective Digital Marketing for Small Business Owners.


 Diagram showing the workflow of a CRM system from lead generation to customer retention.

Importance of Small Business CRM Setup:

In the competitive landscape of Australian small businesses, having a robust CRM system is crucial. It helps you manage customer data, track interactions, and streamline your sales processes. By integrating a CRM, you can ensure better customer satisfaction, increased sales, and more efficient business operations.

Key Points About Small Business CRM Setup in Australia:

1. Understanding CRM Systems:

A CRM system is a technology used to manage all your company’s relationships and interactions with potential and current customers. For small businesses in Australia, choosing the right CRM system is vital for achieving business growth.

2. Selecting the Right CRM:

When selecting a CRM, consider factors like ease of use, scalability, integration capabilities, and cost. Popular options for small businesses in Australia include Go High Level, HubSpot, and Salesforce.

3. Customization and Scalability:

Choose a CRM that allows customisation like Go High Level to fit your business needs. As your business grows, your CRM should be able to scale with you, offering advanced features to handle more complex operations.

4. Data Security and Compliance:

Ensure your CRM system complies with Australian data protection regulations. Security features such as data encryption, secure user authentication, and regular backups are essential.

How to Implement/Use CRM Softwares:

Step 1: Define Your Objectives:

Before implementing a CRM, clearly define what you aim to achieve. This could include improving customer service, increasing sales, or enhancing marketing efforts.

Step 2: Train Your Team:

Proper training ensures that your team can effectively use the CRM. Consider hiring a CRM consultant or using online resources and tutorials to get your team up to speed.

Step 3: Data Migration:

Carefully plan the migration of your existing data into the new CRM system. Clean your data to ensure accuracy and consistency.

Step 4: Integration:

Integrate your CRM with other tools and platforms you use, such as email marketing software, accounting software, and social media platforms.

Step 5: Monitor and Optimize:

Regularly monitor the performance of your CRM and make adjustments as needed. Use analytics to track your progress and identify areas for improvement.

Benefits of Using Go High Level CRM with Pivot2Thrive:

1. Automated Lead Generation:

Go High Level excels in automating lead generation. It allows you to capture and nurture leads through customizable landing pages, automated follow-ups, and SMS/email marketing campaigns, ensuring no potential customer falls through the cracks.

2. Enhanced Customer Insights:

With Go High Level, you gain valuable insights into customer behavior and preferences. The platform offers detailed analytics and reporting, enabling you to tailor your marketing strategies and improve customer satisfaction.

3. Streamlined Communication:

Go High Level centralizes all your communication channels—email, SMS, and social media—within a single platform. This ensures consistent and effective communication with your customers, reducing response times and improving engagement.

4. Increased Sales and Revenue:

By streamlining your sales processes and improving lead management, Go High Level helps increase your sales and revenue. The platform’s robust sales pipeline management and automated workflows ensure you never miss a sales opportunity.

5. Scalability and Customization:

Go High Level is highly scalable and customizable, making it an ideal choice for small businesses planning to grow. You can tailor the CRM to fit your specific business needs, adding features and functionalities as required.

Common Mistakes and How to Avoid :

1. Lack of Clear Objectives:

Without clear goals, implementing a CRM can become chaotic. Define your objectives and communicate them to your team.

2. Insufficient Training:

Proper training is crucial for the successful use of a CRM. Invest time in training your team to avoid frustration and low adoption rates.

3. Ignoring Data Quality:

Poor data quality can lead to inaccurate insights and ineffective strategies. Regularly clean and update your data to maintain its quality.

4. Not Leveraging Automation:

Failing to use the automation features of your CRM can result in missed opportunities. Automate repetitive tasks to free up time for more strategic activities.

Setting up a CRM system can transform your small business by improving customer relationships, streamlining operations, and boosting sales. Don’t let the process overwhelm you. Start with clear objectives, train your team, and leverage automation to get the most out of your CRM.

By following this guide, Australian small business owners can set up an efficient CRM system that enhances their operations and drives business growth. Implementing a CRM doesn't have to be daunting—take the first step today and watch your business thrive.

Ready to take your business to the next level? Visit our website and take The Power Pivot™ Assessment Quiz today to receive a personalized report that identifies key bottlenecks and provides a detailed roadmap to enhance your business performance.

Read about:

  1. Top 10 Benefits of Implementing a CRM for Australian Small Businesses

  2. Creating and Selling Digital Products in 2024

More Resources:

  1. https://blog.hubspot.com/sales/crm-automation.

  2. https://www.salesforce.com/uk/learning-centre/crm/best-crm/


crmsmallbusinessgohighlevelghlforaustralians
Back to Blog

Podcast Guest Registration