Will Guidara made his name in the hospitality industry as the co-owner of Eleven Madison Park, transforming it from a "good" New York restaurant to a 3 Michelin star establishment that was ranked number one on "The World's 50 Best Restaurants" list in 2017.

In his new book, Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect, Will shares his personal memoir and manifesto, outlining his business management philosophy on the art of service.

Together with Martin Reeves, Chairman of BCG Henderson Institute, Will discusses how to be intentional in the pursuit of relationships with both the people you work with and those you serve, and the impact of digging deeper to explore new creative approaches that turn ordinary transactions into extraordinary experiences.
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About the BCG Henderson Institute
The BCG Henderson Institute is the Boston Consulting Group’s think tank, dedicated to exploring and developing valuable new insights from business, technology, economics, and science by embracing the powerful technology of ideas. The Institute engages leaders in provocative discussion and experimentation to expand the boundaries of business theory and practice and to translate innovative ideas from within and beyond business. For more ideas and inspiration, sign up to receive BHI INSIGHTS, our monthly newsletter, and follow us on LinkedIn and Twitter.

Unreasonable Hospitality with Will Guidara

Will Guidara—an elite New York restauranteur and author—talks about his storied career as a leader in modern luxury dining, delivering service that transforms a meal into a magical experience.

Will Guidara

💡 Mastering Your CRM for Stronger Client Relationships

A CRM isn’t just a tool—it’s how you build long-term relationships. Your ability to engage authentically, track key details, and follow up consistently determines your success.

Last week, we explored David Rockefeller’s legendary relationship management system. Today, I’m modernizing that approach with the essential elements of an ideal CRM contact—refined with AI for maximum impact.

🔍 Building the Ideal CRM Contact
Core Contact Information

📌 Full Name (Preferred Name/Nickname) – Knowing and using a client’s preferred name adds a personal touch.
📌 Job Title & Company – Helps tailor conversations and uncover opportunities.
📌 Phone & Email (Personal/Work) – Ensure multiple contact options for flexibility.
📌 Mailing Address – Handwritten notes and thoughtful gifts strengthen relationships.

Relationship Details

📌 How You Know Them – Example: "Met at 2023 JSIR Retreat" or "Referred by [Name]."
📌 Important Dates – Birthdays, anniversaries, and key milestones matter.
📌 Preferred Communication Method – Email, phone, text—engage in their preferred way.
📌 Personal Interests & Hobbies – Tracking interests makes outreach more meaningful.
📌 Family Details – Spouse, kids, pets—if relevant, these details build stronger connections.

Interaction Tracking

📌 Last Contact Date – Prevents long gaps between interactions.
📌 Preferred Frequency of Contact – Set reminders for quarterly or monthly touchpoints.
📌 Interaction Notes – Example: “Discussed their move to Florida” ensures seamless conversations.
📌 Upcoming Action Items – Follow-ups like sending a report or scheduling a coffee meeting.

Business-Specific Information

📌 Professional Goals or Needs – Understand their focus and offer strategic value.
📌 Key Achievements – Acknowledge promotions, business growth, and personal wins.
📌 How You Provide Value – Document insights, referrals, or direct business contributions.
📌 Referral Potential – Identify and prioritize strong referral sources.

CRM Automation & Workflow

📌 Tags or Categories – Organize by “Top 100,” “Referral Partner,” or “Investor.”
📌 Email Campaigns Assigned – Market updates, client newsletters, and event invitations.
📌 Custom Outreach Reminders – Stay top of mind with structured follow-ups.
📌 Segment or Group Membership – Categorize by industry, geography, or interests.

💼 Your CRM Action Plan
A well-structured CRM ensures consistency, personalization, and strategic engagement. This framework is the result of 17 years of refining CRM strategies across multiple businesses.

📺 Next Week: We’ll break down CRM categorization for maximum efficiency.

🔗 Stay Connected with Ask Jim Miller

🌐 Visit My Website: www.askjimmiller.com

📩 Monday Morning Pep Talk Weekly Email: www.askjimmiller.com/contact/

✨ Follow on Instagram: www.instagram.com/askjimmiller/

🎧 Listen on Apple Podcasts: www.podcasts.apple.com/us/podcast/ask-jim-miller/id1490481207

📈 Connect on LinkedIn: www.linkedin.com/in/jimmillerchicago/

#MondayMorningPepTalk #AskJimMiller #CRMOptimization #ClientRelationships #Top100Clients #BusinessGrowth #CRMStrategies #RelationshipManagement #TakeFlight #RealEstateSuccess #AdvisorTips #StrategicNetworking #ClientSuccess #LeadershipDevelopment #EffectiveCommunication #FlyLight #NothingCompares #RealEstateCoaching #TimeManagement #SystemsForSuccess #ProductivityTips #FocusToThrive #BusinessStrategy #SuccessTips #BusinessProductivity #EliteAdvisors #ProfessionalCoaching #SothebysRealty #EntrepreneurSuccess #IntentionalSuccess



✈️ The Ideal CRM Contact | Monday Morning Pep Talk # 266

Monday Morning Pep Talk - First Impressions

Why do we procrastinate?  Find out why in this PODCAST.   I discuss how procrastination is really an argument has with itself.

Monday Morning Pep Talk, JUST DO IT!

In this PODCAST, I cover the 7 characteristics of a True Champion and how that relates to business.

Monday Morning Pep Talk- The Mind of a True Champion

In this podcast, I discuss the one of the most important questions you are going to ask yourself as you drive towards your goals.  Are you Committed or Are You Interested?

Monday Morning Pep Talk - Are You Committed or Are You Interested?

So to correlate that to self development, meeting our goals or higher levels of success is our “computing issue”.  So today,  I have 5 simple, easy to execute, low cost and high impact SUCCESS HACKS that you can implement this week.

Monday Morning Pep Talk - 5 Success Hacks

Jim Miller is a success mentor and life coach who guides top real estate brokers from around the country while managing 2.3B+ in sales production as Designated Managing Broker with Jameson Sotheby’s International Realty in Chicago, Illinois.  He is also recognized as a top real estate coach to top Sotheby's International Realty brokers in 35 luxury markets.

✈️ The Ideal CRM Contact | Monday Morning Pep Talk # 266

Ask Jim Miller

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