“If you can keep an accurate, informative customer list that you can act upon, that's a very powerful thing. Whether it's a CRM system, or whether it's just manually, you're putting these customers into a spreadsheet and keeping it up to date”

Ashton Brown · Booked Out: A Podcast for Home Service Business Owners by Sure Shot Systems with Ben Desjardins · Clarity Beats Creativity: Marketing Basics for Home Service Owners | Ashton Brown, AB Digital

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What was described

maintain an accurate, up-to-date customer list in a CRM or spreadsheet

Said nearby on the same subject

“The last prompt was consolidate these two spreadsheets into one… it was reasonably accurate… merged the two spreadsheets”
♫
Said on FP&A Today
“I built a commercial grade CRM system ... my team uploads Excel spreadsheets and CSV files. It runs like a baby.”
♫
Said on A Beginner's Guide to AI
“Retention of customers, maintaining relationships and revenues… is usually one measure for the earn-out.”
♫
Said on Owner To Owner Podcast
“Owl read through all of that, and basically recreated a CRM that's more custom for us… It created an inventory tool… gives us predictive purchasing decisions”
MK
Mory Katan / LiLi Tile
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