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3hr Scope Meeting WTF
This week on the show we're discussing a real life example of how home service businesses operate when they don't have their systems dialed in. Without the proper CRM and real processes, you and your team are winging it. You're losing time and money while everyone's frustrated because they're not on the same page.
In this example a large landscaping project was what the homeonwere needed. They called 10 different companies and only one called back.
Those other companies lost money just by not having a process in place to return calls.
What stands out in this situation are massive opportunities to streamline operations. Between a three-hour scope meeting, handwritten quotes, and communication happening through personal cell phones, there's clear potential to implement software and systems that would transform how the business operates.
When business owners say cash flow is the problem, maybe it's time to take a look at a few simple things: Where are you spending your time? Are there some processes that could be automated? Is it time to let go of the old ways of doing things and update by bringing in software?
Highlights
- Manual quote process means your team is never on the same page.
- Being the one who answers the phone is the simplest way to stand out make sure you have a system for callbacks.
- Operations are the foundation - everything else builds on that.
- Implementing a communication platform shows professionalism and streamlines communication so your team isn't texting clients from their personal phones.
Get in touch with us:
Check out the Blue Collar BS website.
Steve Doyle:
Website
Brad Herda:
Website
This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
OP3 - https://op3.dev/privacy
View all episodes
By Brad Herda and Steve Doyle
5
1010 ratings
This week on the show we're discussing a real life example of how home service businesses operate when they don't have their systems dialed in. Without the proper CRM and real processes, you and your team are winging it. You're losing time and money while everyone's frustrated because they're not on the same page.
In this example a large landscaping project was what the homeonwere needed. They called 10 different companies and only one called back.
Those other companies lost money just by not having a process in place to return calls.
What stands out in this situation are massive opportunities to streamline operations. Between a three-hour scope meeting, handwritten quotes, and communication happening through personal cell phones, there's clear potential to implement software and systems that would transform how the business operates.
When business owners say cash flow is the problem, maybe it's time to take a look at a few simple things: Where are you spending your time? Are there some processes that could be automated? Is it time to let go of the old ways of doing things and update by bringing in software?
Highlights
- Manual quote process means your team is never on the same page.
- Being the one who answers the phone is the simplest way to stand out make sure you have a system for callbacks.
- Operations are the foundation - everything else builds on that.
- Implementing a communication platform shows professionalism and streamlines communication so your team isn't texting clients from their personal phones.
Get in touch with us:
Check out the Blue Collar BS website.
Steve Doyle:
Website
Brad Herda:
Website
This podcast uses the following third-party services for analysis:
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
OP3 - https://op3.dev/privacy