CHAPTER 01 / THE BUSINESS
More leads. Or a better handoff?
What the audit will testIs the owner right? We check last month's 120 inquiries before agreeing.
The owner sees a quiet calendar. The office sees a busy inbox. The audit follows what happens between the two.
“Our calendar has gaps. I think we need to spend more on leads.
120inquiries / month
30 jobs bookedcurrent baseline
CEDAR HOME SERVICES / ILLUSTRATIVETHE PROCESS AS IT LOOKS TODAY
1Website inquiry
2Shared inbox
?Manual CRM entryWorth a closer look
4Estimate
5Booked job