Construction Pre-Planning

SERVICES

Getting you set-up in order to scale!

NEW CRM SET-UP

Are you ready to ditch your binder and massive amounts of papers that ride along with you in the passenger seat?

We all start our business out this way!  A CRM (customer relationship manager) system is a great tool to keep everything in your business organized.  I find a system that is beneficial to you and your company, set it all up and then train you on how to use it.

CRM AUDITS

How do I use this system?  Is it right for me?

Did you sign-up for a CRM system and have no clue how to use it or know you can get more out of it?  Most of the software companies get you going and then you are left trying to figure it out on your own.  I take the frustration out of the equation and will build out your system better for you or suggest a change.

CLIENT EXPERIENCE

Let's ensure all of your clients are getting a top notch service!

I get it, you are busy running around most days and sometimes your clients can slip through the cracks.  Putting a process in place to handle your clients will ensure nothing is missed.  I work with you to set-up your client journey, from the first time they contact you, all the way to the end of the job, a process you follow each time will ensure communication is always there and nothing is missed.

CUSTOM WORK FLOWS

Get organized in order to scale!

Do you feel like each day you are just trying to keep your head above water?  You are talented in your craft and know how to build things with you hands, but operating a business is still a learning curve your working through.  You are not alone!  When you implement a system or process that you follow each time in your business, this allows you to scale for growth.  I work with you to discover and implement these items needed in your business so you can grow!

 

Address

Based in Peyton, CO

Contact

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