If your contact list feels like a tangled mess, you’re not alone. Keeping leads organised in your CRM can quickly turn into a daily frustration. Scrolling through names, wondering when to follow up or what someone was last interested in – it’s enough to slow your whole sales process down.
The good news? CRM tags can do a lot of the heavy lifting. In Wattman AI, tags help you sort people by interest, behaviour, or place in the sales journey. It’s one of the simplest ways to get clearer on who your contacts are – and what they need from you.
Tag by Interest and Behaviour
The first step is to start tagging based on how people interact with your business. Did someone download a free guide? Attend a webinar? Make an enquiry about a specific service?
Tags give you a quick snapshot of what someone’s interested in. That means you can send follow-up emails that are actually relevant – like sharing more info about a topic they’ve already shown interest in, or inviting them to an upcoming event on the same theme.
Instead of treating every lead the same, you’ll respond in a way that feels personal and timely. And your contacts will appreciate that.
Track Where Each Lead Is in the Sales Journey
Not all leads are ready to buy right away. Some are just getting to know you. Others are actively exploring their options. Using tags like “New Lead,” “Warm Prospect,” or “Ready to Buy” can help you keep track of where everyone sits in the pipeline.
This saves you from sending the wrong message at the wrong time. You wouldn’t pitch someone hard if they only just signed up for your newsletter yesterday. By tagging leads by stage, you’ll know exactly who needs what – and when.
Segment for More Targeted Campaigns
Sending one big email blast to your whole list? It’s quick, sure – but it’s rarely effective. With tags, you can group people with similar interests, behaviours, or needs and talk to them like you really get them.
Let’s say you run a course business. You could tag contacts based on the course they looked at, what they enrolled in, or whether they’ve completed something recently. Then you can send tailored messages for upsells, feedback, or next steps – rather than crossing your fingers and hoping a generic email gets attention.
The more relevant your message, the more likely people are to take action.
Use Tags to Automate Your Workflows
Here’s where things get really efficient. In Wattman AI, tags can be tied to automations. When a tag is applied, it can automatically trigger actions – like sending a follow-up email, assigning a task to a team member, or moving a lead to the next stage in your pipeline.
Needless to say, this cuts out manual work and reduces the risk of leads slipping through the cracks. Automation doesn’t just keep things running – it helps you stay consistent, even on your busiest days.
A Simple Change That Can Create Big Results
If you’ve been trying to stay on top of contacts using notes, spreadsheets, or memory alone – tags can be a game changer. They help you stay organised, send better messages, and work smarter with automation.
You don’t need to overhaul your whole system overnight. Just start by tagging a few leads based on what you already know about them. The rest builds naturally from there.
