Resource topic

CRM

Three Lead Sources, Three Follow-Up Standards, One Audit That Proves It

You'll write three separate follow-up standards — one each for internet leads, phone ups, and showroom traffic — with speed targets, channel order, and stop rules. Then you'll run a 90-minute CRM audit on ten records from each source to find out which standard is actually being executed.

Reconcile Your Closed-Lost Records Before You Believe Them

You'll get a weekly process for verifying what really happened to unsold showroom customers, correcting the loss reason in your CRM, and rolling the recurring breakdowns into one process change. It takes about 45 minutes a week and 10 records.

The 15-Minute Daily CRM Check That Keeps You From Chasing Your Reps

A 15-minute daily CRM routine built on three saved views that surfaces untouched leads, overdue tasks, and ownerless follow-up. You'll route work without turning yourself into the team's personal reminder system.