Nimble CRM Tips & Updates - September 16, 2026

**Free webinar – “Nimble + AI: A New Way to Work With Your CRM”
Tuesday, September 29 – 11:00 AM MDT**

Open to my clients, your team members, and if you are currently considering Nimble. A video will be supplied to all who have registered even if you are unable to attend. I had considered just making this an open question and answer session for clients only, but with some BIG NEWS to report, we’ll look at doing this some other time.

I’ve talked before about AI sequences … included. There is also something else that I am currently beta testing. This test caught me totally off guard and … it … is … awesome! Please try to limit any questions to this AI-centered webinar topic.

Preparing for this webinar

Nimble has formally released AI sequences. Here’s a promo video. We will discuss these in the webinar. However, you can prep for this as well as for existing AI templates and AI one-off emails (which we have had for several months) and for something entirely new!

In your settings, find AI Context. There are two sections. These are where you will tell Nimble a bit about your company (include your domain address) and yourself. Nimble will then refer to either or both of these sections and take them into consideration when composing AI messages.

Next, be thinking about your AI prompts. If you are already working with AI, you know how incredibly important these are! Prompts are the directions that you will give to AI. For example, when composing an email …

What product or service are you promoting?
Who or what is your target audience?
What key points do you wish to include?
What is your CTA (Call to Action)?
What is the tone of your message … casual, formal, etc.?
Is there anything else that might be considered to be important to include?

I’m looking forward to seeing you on the 29th.!

That will do it for today! Thank you again for placing your trust in my services!

If you would like to explore whether or not Nimble CRM, my sales training, or Sales Coach Pro might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar.

To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

I would also be happy to connect you to a marketing professional who I know and trust or to an automated yet personalized and human-to-human LinkedIn prospecting system. Please reach out to me at craig@adaptive-business.com for an introduction!

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Craig M. Jamieson

Managing Member at Adaptive Business Services

Craig M. Jamieson is a lifelong B2B salesperson, manager, owner, and a networking enthusiast. Adaptive Business Services provides solutions related to the sales professional. We are a Nimble CRM Solution Partner. Craig also conducts training and workshops primarily in social selling and communication skills. Craig is also the author of "The Small Business' Guide to Social CRM", now available on Amazon!