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    Clean Up Your CRM Before the End of the Year

    Bycheryl@cavalericollective.com October 7, 2026October 7, 2026

    Your CRM is supposed to make running your business easier. But if you’ve been using it all year without much maintenance, there’s a good chance it has picked up some clutter along the way. Duplicate contacts. Old leads. Missing information. Inconsistent tags. Opportunities sitting in stages they should have left months ago. None of those…

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    15 Tasks Small Business Owners Should Get Off Their Plate Before the End of the Year

    Bycheryl@cavalericollective.com September 23, 2026September 23, 2026

    The end of the year has a way of sneaking up on small business owners. You’re trying to finish client work, plan for the holidays, think about next year and somehow deal with all the administrative tasks that have been pushed aside for the last several months. Before you decide that December is the month…

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