Process, But Make It Flexible: Tools, Tactics & a Tiny Bit of Chaos
Tea and TimbitsMarch 26, 2026
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00:23:4121.68 MB

Process, But Make It Flexible: Tools, Tactics & a Tiny Bit of Chaos

We wrapped up our sales channels series the only way we know how—by slightly going off-script.

This week, we dove into the tools behind partnerships, social selling, and referrals… but not before questioning whether following “the process” too perfectly might actually slow you down. Turns out, sometimes the best move is to politely ignore your own rules.

We explored CRMs as your system of record, why most reporting is… let’s say “aspirational,” and how tools like analytics platforms, social schedulers, and even good old-fashioned PDFs can make or break your channel strategy.

Big takeaway? Tools matter. Process matters. But common sense might matter just a little bit more.

(Also, our audio worked this time, which frankly deserves its own celebration.)