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Stesso

Understand the Customer Journey and CRM's Role

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At 0:12 in

What is drip jobs? Don't be slippin! 😱👀 #painter #newtools #worksmarter #customer #customerservice

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What happens here

The first step in setting up a DIY CRM system for your residential home service business is to thoroughly understand the typical customer journey. The video highlights 11 stages your customers go through, including 'new leads,' 'estimate scheduled,' 'estimate requested,' and 'proposal sent.' Recognize that a CRM like Drip Jobs aims to automate communication at each of these stages to streamline operations and enhance customer engagement.

Goal: Map out the customer journey for your business.

Tools and materials

  • Pen and Paper — Mapping out customer journey stages

What they say

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So Dan, tell me what drip jobs is in one minute and three seconds. Your customers go through 11 stages. New leaves, estimate scheduled, estimate requested, proposal sent, drip jobs automates communication every step of the way.

Auto-generated from the video audio.