Introduction: Welcome to the DadCast, hosted by Tony Holowitz. In this podcast series, Tony aims to introduce his three sons to ACT CRM (Customer Relationship Management) software while imparting valuable organizational skills. With years of experience teaching ACT and creating over 400 training videos, Tony realizes the importance of staying organized and leveraging technology effectively. In this episode, Tony shares insights on the significance of having a plan, utilizing the “Three Monday Plan” for effective organization, and harnessing the power of ACT CRM to manage contacts efficiently.

1. The Three Monday Plan: Tony emphasizes the need to have a plan before diving into ACT CRM. He introduces the “Three Monday Plan,” which involves categorizing tasks based on their frequency: weekly, monthly, and quarterly. This plan helps individuals prioritize and stay on top of crucial tasks, ensuring that contacts and opportunities are not overlooked.

2. ACT CRM as an Organizational Tool: Tony recalls a key lesson from an early luncheon, where he learned that a computer is merely a tool, and being organized before using it is vital. He emphasizes that ACT CRM is not a magic solution; instead, it empowers users to organize their data effectively and make informed decisions.

3. The Importance of ID Status Field: Tony introduces the “ID status” field in ACT CRM, which allows users to define and categorize contacts based on their roles, such as prospects, clients, friends, or vendors. This field becomes crucial for targeted outreach and personalized engagement with contacts.

4. Tailoring ACT CRM to Individual Needs: ACT CRM offers flexibility, and Tony explains that it can be adapted to meet the specific needs of different users. Each of his three sons, with their unique endeavors, can customize ACT CRM to suit their individual requirements and optimize their workflow.

5. Balancing Teaching and Parenting: Tony candidly shares the challenges and excitement of creating tutorials specifically for his sons. He strives to make the training relatable and relevant to a younger audience, emphasizing the importance of staying organized and making the most of technology.

Conclusion: As Tony’s DadCast continues, he aims to equip his three sons with valuable skills in utilizing ACT CRM effectively and staying organized in their personal and professional lives. By teaching them the “Three Monday Plan” and showcasing the power of ACT CRM’s ID status field, Tony empowers his sons to navigate the world of contacts and opportunities confidently. With a strong foundation in organizational skills and technology, Tony’s sons are set to excel in their future endeavors, making the most of ACT CRM and its endless possibilities.

Note: In this episode of the DadCast, Tony Holowitz shares his expertise in ACT CRM and organizational skills, aiming to guide his three sons in using the software effectively. He introduces the “Three Monday Plan,” emphasizing the significance of having a plan before using ACT CRM. Tony highlights that ACT CRM is a tool for organizing data efficiently and empowering users to make informed decisions. The “ID status” field in ACT CRM becomes a critical feature to categorize contacts and streamline outreach efforts. By tailoring ACT CRM to individual needs and providing valuable insights, Tony empowers his sons to navigate their professional lives with organizational prowess. The DadCast fosters a dynamic blend of teaching and parenting, ensuring that Tony’s three sons develop essential skills for success.