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How to Choose Software That Grows With You (Not Against You) - For Service Based Businesses Wondering How To Find The Right CRM
Episode 1934th September 2025 • Freedom Entrepreneur Podcast • Lindsay Sutherland
00:00:00 00:17:24

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Tired of choosing software that works perfectly... until it doesn't? You know the drill: you find an affordable tool that's perfect for your current needs, but six months later you're either locked into expensive "enterprise" pricing or scrambling to migrate everything to a new platform.

If you've ever felt trapped by software that penalizes your success with shocking price jumps, forces you into rigid workflows, or holds your data hostage, this episode is your lifeline.

Business systems strategist Lindsay Sutherland breaks down exactly why most entrepreneurs choose software for where they are instead of where they're going—and how that costly mistake is sabotaging their growth.

Discover the SCALE Framework: A simple 5-point system to evaluate any software before you commit:

✓ Scalability - Will it grow with you or punish you for success?

✓ Customization - Can you make it work YOUR way?

✓ API Integration - Can it talk to your other tools? (Don't worry, we explain what this means!)

✓ Learning Curve - Will your team actually use it?

✓ Exit Strategy - Can you get your data out if you need to leave?

You'll learn:

  • The "price cliff" trap that catches 90% of growing businesses
  • Why "unlimited" features are usually a red flag
  • Simple tests to run during software trials that predict future problems
  • How to spot software that will become a growth bottleneck
  • The exact questions to ask vendors to avoid nasty surprises

Perfect for: Service business owners who are tired of rebuilding their tech stack every year, entrepreneurs outgrowing their current tools, and anyone who wants to choose software that scales without breaking the bank.

No technical background required - this episode translates all the techy stuff into plain English with real-world examples you can relate to.

Bonus: Learn about our free $500 tech research service where we evaluate up to 3 software solutions for you and handle the entire setup process.

Stop choosing software for where you are. Start choosing for where you're going.

Resources mentioned: Episode 191 on CRM evaluation, free tech research offer details

In just 15–20 minutes, I can help you uncover the hidden inefficiencies that are costing you both time and money in your business. Most owners don’t realize how much energy is wasted on repetitive tasks, gaps in processes, and systems that don’t actually support growth. During our call, I’ll listen closely to how your business is currently running, pinpoint one or two areas where you may be sabotaging your own scalability, and show you a clear next step to reclaim control. Whether you decide to work with me further or not, you’ll leave with immediate clarity on what’s holding your business back — and the confidence of knowing exactly where to focus to create more freedom and profit.


Book here - https://crm.bizinaboxsolutions.com/widget/bookings/15-minute-consult-ls

Biz in a Box CRM is the ultimate all-in-one solution designed to simplify and scale your business. Imagine managing every aspect of your operations — from smart contact segmentation and automated follow-ups to call and text functionality, calendar booking, funnels, websites, and even social media scheduling — all from one intuitive platform. No more juggling multiple tools or paying for endless subscriptions. With built-in AI employee support, Biz in a Box CRM doesn’t just organize your business, it actively helps you run it. It’s like having a full-time team behind the scenes, so you can focus on growth, impact, and freedom.


Book your demo: https://bizinaboxsolutions.com/

Lindsay Sutherland is a business consultant, speaker, and entrepreneur dedicated to helping business owners build companies that run with freedom, purpose, and profit. With over 20 years of leadership and sales experience in the automotive industry, Lindsay understands the challenges of growing a business that feels more like a burden than a blessing. After leaving corporate life, she co-founded Biz in a Box Solutions, a CRM and automation company that empowers small service-based businesses to streamline their operations and reclaim their time.

Her signature consulting program, The Clockwork Method, guides overwhelmed business owners through the process of systemizing, scaling, and stepping back into the true role of visionary leader. Lindsay’s approach blends practical business systems with faith-led alignment, helping entrepreneurs not only make more money but also create a business that supports their life — not the other way around.

As the host of The Freedom Entrepreneur Podcast, Lindsay shares strategies, stories, and mindset shifts that challenge conventional thinking and inspire business owners to grow without burning out. She also co-owned Off Grid Unlimited Installations, an electrical and renewable energy company in Idaho, where she lives with her husband and four children on their family farm.

Passionate about redefining success beyond hustle culture, Lindsay helps leaders build businesses rooted in clarity, sustainability, and freedom. Whether she’s speaking on stage, consulting with executives, or mentoring faith-led entrepreneurs, her mission is the same: to help people transform their business into a vehicle for purpose, profit, and lasting impact.

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