Should You Use a Booking System, CRM or Paper Diary? - The Uncleanables Podcast - Episode 41

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Welcome to the latest instalment of the Uncleanables Podcast! Join us as we delve into the fascinating world of external cleaning and maintenance, navigating the challenges and victories of the industry as two entrepreneurs-one seasoned with years of business acumen, and the other fresh to the world of entrepreneurship. From triumphs to setbacks, we candidly explore the trials and tribulations of our journey, offering insights, advice, and anecdotes along the way. Whether you're a seasoned pro or new to the game, we invite you to tune in and join the conversation. Sit back, relax, and enjoy the ride!
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#cleaning #bookingsystems #CRM #pressurewashinghelp #smallbusinesshelp #entrepreneur #paperdiary

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Опубликовано:

22 авг 2024

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Комментарии : 13

@pbproclean Месяц назад

I’m using a database called Notion and my calendar on my phone. From what I’ve seen some of the CRM tools can be quite costly. My setup works for me, I can keep track of my one off jobs (fascia cleans, pressure washing, gutter clearing) and window cleaning round. When an enquiry comes in I enter the details in my leads section, when they book to have work done, I change the status to a closed lead and add any additional details. Only thing I can’t do is send email campaigns.

@Uncleanablespodcast Месяц назад

Sounds like a pretty good system to be fair!

@nellyme1973 26 дней назад

I created a job/quote sheet so when enquiries came in I captured all the customers details, if the quote was accepted and the job completed I would ask the customer if they would like to be added to our mailing list. Never underestimate the power of a customer mailing list as it costs nothing (Mailchimp free version is all I use). I send out a mail in January ever year giving my regulars customers their chance to book a slot that suits them before any new enquiries come in. When we get to the latter part of the year and the leaves are falling off the trees I then send out a mail to book in Gutter cleaning jobs. I also send out a couple of other emails throughout the year. If you aren't doing this you are leaving a lot of revenue on the table.

@Uncleanablespodcast 25 дней назад

Man after my own heart! I love this 💪🏼💪🏼💪🏼 stay winning son

@yourcleanerwindows6969 Месяц назад

I started with a pen and paper but very quickly started using a strike to schedule and track my round. It takes automatic payments for me and all my customers data is there. Wouldn’t be without it. That saying, I have a notebook in the van and if someone text me or calls or asks me to book something I’ll write it down in the book and then transfer it over to the online system when I get home. Stops me forgetting things and frees my mind during the day.

@Uncleanablespodcast Месяц назад

Absolutely spot on, I do something similar with the notes on my phone

@yourcleanerwindows6969 Месяц назад

@@Uncleanablespodcastmy advice to Dan is. Get the CRM up and running from the beginning because moving 200 customer details across is not fun and mistakes can happen.