Managing My Business with Obsidian

Last updated Nov 1, 2024

I manage my business mostly with Obsidian. I have a note for each company (I add Inc to each note name “Company Inc”) and add them to my CRM. Inc is helpful because I usually have another note for the company itself or if they have a product, so I have a clear separation between my “notes” and part of the second brain and business-related CRM notes.

My template looks like the one below, whereas #crmssp is the tag that the Plugin Obsidian Projects looks for. I use mainly “table view” and the “sales funnel” (a Kanban board) for checking status.

Table View:

Sales Funnel with Kanban View:

I have another page where I track income and outcomes. I use Basecamp for Todo’s with a reminder, also I can collaborate with customers, but everything else is in Obsidian.

Template for CRM:

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Work: Blogs
Action: Needs Assessment
Type: 2-Prospect
Hotness: 5-Cold
Email: ""
Created: 2024-10-25
Origin:
Timing: ""
Segment: ""
Comment: 
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# Managing My Business with Obsidian

## Potential Work & Discussions


## Log
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## About Company


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References: 
Created [[2024-10-25]]

Origin: Does anyone use Obsidian to manage their business : r/ObsidianMD
References: Freelancing SSP DATA
Created 2024-10-24