Optimizing your processes focuses on improving the overall efficiency and effectiveness of your company’s operations. The goal is to identify bottlenecks, streamlining workflows, and eliminating any waste.
Bonus: your employees will love you for this!
Completing a project from start to finish requires multiple components that need to flow efficiently. Inefficiencies lead to chaos and losing money. Investing in a CRM is the best way to avoid mistakes and confusion.
Using a CRM allows you to add forms and links directly to your website or social media pages so when a client fills out a work request form it automatically creates an account for them with all of their personal and job information.
The same CRM allows you to coordinate with the customer directly through the app to schedule a day and time to come look at the job then sends them a confirmation and reminder.
Pro tip: If the customer doesn’t need to be home for the visit, you can do a bunch of these in one day to save time.
When writing the quote, the CRM will email and text it right to the customer for their signature of approval and notify you when it has been approved.
Pro tip: For each type of project, create a template to help you get started and finish faster. This will also be helpful when you need another employee to start creating quotes.
Determine your needs for time, material, and labor and schedule it in the CRM app. It will immediately notify the customer and send a reminder as you get closer to the start date.
Pro tip: If you’re already booked out far in advance, it’s ok to wait to get a customer on the schedule. Just know whose job it is to track and remember. You can also schedule the job far in advance but let the customer know in writing that it is subject to change based on weather.
When the job is done and quality control has approved it, your field employee can instantly generate and send an invoice to the customer directly in the app.
Pro tip: The project scope and price are carried over from the original quote so there is no risk of something going wrong on your end with this process.
Have multiple payment methods available and determine which employee is going to track receiving it and that the amount is correct.
Pro tip: This employee must be super organized and know how to use the CRM effectively.
Once you have been paid in full, instantly send a receipt to the customer through the app.
Pro tip: Include a link for a review on Google or other platforms.
It might be a task you ignore or don’t like to do but it needs to be done. We will help you get organized and with your debts and assets and education you along the way.
At Better Business Performance in Glen Burnie, Maryland, we pride ourselves on being a full-service business management consultant, offering a wide spectrum of services to drive results and boost your growth potential. We offer a comprehensive suite of services, including strategic planning and organizational development.