Notes from the workshop.
How small service businesses run the sale and what comes after it. Written by the people building Liteo.
A CRM that tracks installations and what they needA CRM that tracks installations keeps the unit, the site, and the next service date on one record, so follow-up work raises its own task.
The 30 day quote follow-up windowA quote follow-up works best when the task is created the moment the PDF goes out. Validity days and locked versions keep both sides looking at the same number.
CRM pipeline stages in your own wordsYour CRM pipeline stages should read the way your team talks. Rename them, split pipelines by kind of work, and let stage aging show what's stuck.
CRM automation that never emails your customersLiteo's CRM automation runs on record events only. It files leads, sets owners, and raises tasks, and it never sends mail to your customers.
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