I set this up around the way you already work.
I handle the setup and changes. The important details reach your existing phone through the channel I agree with you. No app to download. No password to remember. No CRM to learn.
1. You and I talk.
Tell me what happens to your calls, quote requests and follow-up today. I help you see the first thing worth fixing and tell you plainly whether my systems fit.
2. I explain the plan and what I need.
I confirm your scope, phone compatibility, texting requirements, calendar, forms, review destination and notification preferences. You approve the wording and after-hours rules. I don't promise a setup deadline before checking the dependencies.
3. I build and test it with you.
I set up the agreed customer path and walk through a real test with you before it goes live. I check what the customer sees, what reaches you and what should happen when something needs attention.
4. I keep the systems running.
You keep doing the jobs and making the decisions. I maintain the systems and handle changes within the agreed scope. Want something changed? Call or text me.
What no CRM to learn means.
I'm not handing you software homework. I still need accurate business details, approvals and a short test together. Some connections require your participation, and I tell you what that involves before starting.
One example, not everyone's setup time.
At 11 Broadway Barbershop, setup took about 10 minutes of Levi's time. Your own setup may need more.
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