Small businesses can easily find themselves overwhelmed with customer data management. After all, their expertise is in the products and services they offer, not in managing customer information. Still, that data is incredibly valuable and missing or incorrect data can mean a missed opportunity or lost business.
In this podcast, I interview a small business owner, Ron Guidry, who was facing lost revenue due to an inability to scale his business. He was so busy with manually collecting customer data, inputting it (sometimes incorrectly) into a hard drive back at the office, and driving around town to collect deposits so he could start work, that he wasn’t able to grow as fast as his demand.
After working together to determine his business processes, we found inexpensive and flexible solutions to set him free to pursue his growing prospect list.
In today’s podcast, you’ll learn how we turned to technology to:
- Manage his contacts and customers
- Allow customers to schedule their own appointments
- Securely collect payments online
- Improve internal employee communications and scheduling
- Create a mobile office using Cloud technology
If you need a little guidance on where you are in your business, I’d like to help you in that process. Check out my Work with Me page and schedule your no-obligation Discovery Meeting with me.
I want to hear your thoughts, so post your comment below in this shows notes.
Resources from this Episode:
- Priced Right Blinds and Shutters
- Hubspot CRM Tool
- G Suite for Business*
- Link: Schedule Your Discovery Meeting with Me
- Transcript of Episode 18
*Note: I’m a proud affiliate of these products and services, and I do receive a small commission from each sale.