Helping front office teams grow better

Here you’ll find an archive of Nathanael’s weekly email. The email features curated links on technology + marketing + simplicity. He also posts longer-form pieces about CRM software, front-office strategy, and similar topics.

laptop and table doing digital strategy planning

The Digital Marketing Strategy of 2022 & Beyond

Marketing success requires knowing your business and how to reach your customers. The secret sauce for digital success adds an eye for the opportunities in the evolving digital space. For example, when I was a digital marketer for a political non-profit, I generated good results by borrowing ideas from B2C digital (emails like Apple) and political campaigns (Facebook like Obama).

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CRM Needs Chart

How to Choose a CRM System (and Keep It)

I’ve picked CRM systems a few times. Some flopped immediately, others worked at first but were outgrown, and only rarely did the CRM provide long-term value. But it’s those CRMs that stuck around that were the best: CRMs only add value if you keep them!

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worn jeans with dollar bill in the pocket

How to Be Frugal: 10 Years of Savings

After starting my career in the family business (taxes!) and then shifting to non-profit work, I now work in technology. I’ve noticed a thruline: everyone complains about how little they make. The most common reason my friends have had for switching jobs is to increase their salary.

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Nathanael Yellis's career lessons learned

Career Lessons Learned: My Career in Pivots

The Importance of position and place.

My career has taken me to three cities, working for four companies in at least four distinct positions. It has been a bit of a sojourn, but there are through lines to each place and position and even in the pivots in between. I come back to these pivots and lines when talking to others about their career choices. When it goes well, it's usually because we've learned something, when it goes poorly, it's usually because we've ignored the same lesson. Thus, I thought my story and an exploration of the good and bad reasons behind each pivot may help your career planning. Thus this essay is my attempt to tell the story of a career in pivots.

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Failure to Launch: CRM Implementation Best Practices

It was a big launch meeting: here’s the new CRM! My pitch was polished; the screenshots and demos were airtight. We gathered in the conference room, but then the whole thing landed with a thud.

When I’d finished the first part of the presentation and was about to switch into the demo, the first question was, “do we have to use this?” Followed up with a senior partner musing, “yeah, why do we even need a CRM?”

We hadn't even launched, and the CRM implementation was about to fail.

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work from home desk

Simplicity: Building a Life that COVID-19 Doesn’t Disrupt

When starting a consulting call these days, the first thing everyone discusses is how COVID-19 and its self-quarantine impacts our lives. But, aside from now working from home, the COVID-19 quarantine doesn’t disrupt my life all that much.

Why? I live a calm lifestyle, constructed from simple, repeating patterns. With work and home, parenting and hobbies, my life alternates work and rest. It’s a life to be lived consistently for decades. The kind from which you don’t need a vacation. It’s a calm life: valuing simplicity over complexity, time over speed, limits over stimuli.

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Nathanael's Reading

More than a hundred and fifty  people read the weekly email “Nathanael’s Reading,” which he’s sent every Friday since 2016. Nathanael includes original thoughts and curated reading on technology + marketing + simplicity. Subscribe by entering your email here