A short background, I’m a very small service based business (myself, my sister, one full time and one part time employee).
Been trying to back myself away from the actual labor part of things so i can help grow the business, blah blah blah I’m sure you get the idea lol.
So, I’m needing help setting up a standard operating procedure for my leads/customers. A list of what I should do when i receive an email, when i receive a call, when I get an email reply or send an email reply/phone call and when I check out a customer specifically.
Right now for new emails I go in and add them to IS, add in the info of the vehicle they’re wanting work done on, add appropriate tags and then add a note where I will copy and paste their initial email.
I’m completely open to redoing this process or modifying it. Ideally I’d just like to make sure every lead is logged, their info is constantly updated so it’s clear where I’m at with them in the sales pipeline.
Obviously I’d like this to be as simple as possible, but thorough and teachable to somebody else. This is a new venture for me so help is definitely appreciated.