Need more hours for your cleaners? This is where to find gold 💰 in your CRM

Sometimes, the key to filling unexpected gaps in your team's schedule lies hidden within your own CRM system.

Understanding where to look in your CRM can transform potential downtime into productive opportunities, keeping your team engaged and your business humming along.

Here’s a friendly guide on how to make the most out of your CRM to find those hidden gems:

1. Dive Back Into "Estimate Delivered"

This stage is ripe with potential. Think of all those estimates you've sent out that haven't yet turned into bookings. Reach out again with a warm, personalized message. Maybe you can offer a quick scheduling option or highlight a recent positive review to give them that final nudge towards booking.

2. Warm Up the "Needs Follow Up"

Here lie the leads who’ve shown interest but haven’t committed. They might just be waiting for a little more information or a gentle reminder. A thoughtful follow-up could be just what they need to decide. Try understanding their reservations and address them directly—sometimes, a simple reassurance about the quality of your service or a friendly check-in can make all the difference.

3. Re-energize the "Call Attempts"

If you've tried reaching out a few times with no luck, don't give up just yet! Mix up your approach—try different times of the day or switch up your communication method. An email or a text might just catch them at the right moment, turning a missed call into a scheduled service.

4. Optimize "Service Scheduled"

Review your upcoming appointments to see if there’s room for efficiency improvements. Could you offer an additional service that doesn’t require extra travel? Slight adjustments here can fill more of your team’s time without adding extra overhead.

5. Check In with "WON" Clients

Your past clients are often your best bet for filling any sudden openings. They already love your service, so why not offer them something new or remind them it’s time for another visit? A quick, friendly call or a bespoke email could bring them back into your schedule sooner than expected.

6. Engage New Leads Promptly

New leads are always flowing into your CRM. Greet them quickly and warmly—this not only helps fill immediate openings but also keeps your pipeline healthy and moving. First impressions count, so make your initial contact count!

Making CRM Work for You

• Keep It Fresh: Ensure your CRM data is always up to date. Accurate data means more effective outreach.

• Set Reminders: Automate follow-up reminders to keep potential leads from slipping through the cracks.

• Analyze and Adapt: Regularly review your CRM’s performance data to spot trends and refine your approach.

By knowing where to focus your efforts in your CRM, you can turn quiet days into productive ones, ensuring your business is always operating at its best.

Remember, every entry in your CRM is more than data—it's a potential opportunity waiting to be realized!

Nurturely+ Pipeline Stages EXPLAINED